Manage Plans in the Work Plan Grid – Support

Contextual Menu

Right-click a Work Item or click on a Work Item to open the contextual menu.

Quick Edit: Click to open the Quick Edit window. See View and edit work items from the Work Plan Grid for more detail.
Bulk Update: Click to open the Edit Tasks form. See Bulk Update Work Items in the Work Plan Grid for instructions on bulk updating work items.
Advanced Edit: Click to open the Advanced Edit window. See View and edit work items from the Work Plan Grid for more detail.
Cut: Click to copy and remove the current work item.
Paste: Click to paste a work item currently loaded in your clipboard.
Copy: Click to copy the current work item.
Split Task: Click to split the current work item into two sub-items.
Add: Select an action from the Add drop-down. Options include: Task Above, Task Below, Milestone, Subtask, Successor, Predecessor.
- If you select Subtask, another menu will open. Select the kind of Work Item you would like to add as a subtask from the menu. Options will vary based on the Work Types available in your OnePlan configuration.
Covert to milestone: Click to convert the current work item into a milestone.
Indent: Click to indent the current item. The indented item will become a child of the item above it.
Outdent: Click to outdent the current item.
Delete: Click to delete the current item.
Add Dependency: Click to add a dependency to the selected task.
Remove Dependency: Click to remove dependencies from the selected task.