MS Project: Creating Templates and Tasks

Name: MS Project: Creating Templates and Tasks
Author: Elissa Smith

How to use templates and organize tasks

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Course: On-Demand

In this lesson, we're going to open a new blank project and also an existing project file. Now, right now in project, we're seeing what project looks like without any files open within the application, but that's going to change. The first thing I need to do is open up a new blank project so that I could begin my project from scratch. For that, we're going to utilize the File ribbon tab, which will of course take us to the backstage view of Microsoft Project. The second option down on the left-hand side of the backstage view is called New. And from here, we see opportunities to create projects based on templates. More importantly, the very top option is to create a new blank project. As soon as I select this option, I'm taking into a new blank Gantt chart. Now, new project files as we look up here in the title bar of the application are called Project One until they are saved. This is a new blank project ready for me to start creating my own project information. Now, a shortcut rather than going up to File and then selecting New in the backstage view that you can also take to open up a new blank project file is Control N if you're on a Windows based computer. You'll notice I just did that by hitting the Control key with the letter N as in NUT. And now I've got a second new project file that's been opened that's called Project Two. And those will be the names of these new blank projects until you go in and name them. Now, what if you have an existing project that's already saved on your server or on your computer that you'd like to open? For that, we are again going to use the backstage view by going to File and selecting Open. We'll see here that we can get files from our OneDrive, for business from SharePoint sites, but also we can go to a local drive or hard drive on our computer and find different project files. And here we're seeing two project files. The one I want to go ahead and open is called the Training Initiative. I'm going to select the file and I can either double click or click on it once and then select Open. And this file will now open up. And I'll notice that up again in my title bar at the top that I'm seeing the Training Initiative project has just been opened. Thanks for joining us for this lesson. Check out the next lesson where I'm going to show you how to use the templates of project to create a project of your own.

Beginner Provider : Elissa Smith 5 Lessons · 14m in English

Course Description

Microsoft Project is a project management software product that helps project managers complete their work. MS Project is used when developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads. Using templates to manage your project is an efficient way to save time, but only if you know how. Properly scheduling tasks is also key to project management. There are ways to add tasks manually or automatically, as well as add task notes. So how can you use MS Project? What are the best ways to use templates and schedule tasks?

In this course, you’ll learn to create templates with a blank project or an existing project and how to create and save a project. You’ll discover an easy way to keep documents organized and identifiable with the project information box, the task information box, and the task notes. You’ll learn how to schedule tasks manually or automatically.

What You'll Learn

Create templates using either a blank project or an existing project
Create and save projects based on a template
Use the project information box, task information box, and task notes to keep documents organized and identifiable
Schedule tasks manually or automatically
Add task notes to projects in MS Project

Key Takeaways

Microsoft Project is project management software that helps project managers develop schedules, assign resources to tasks, track progress, manage budgets, and analyze workloads.
Using templates to manage a project is an efficient way to save time when you know how to use them.
Templates can be created from either a blank project or an existing project.
The project information box, task information box, and task notes offer an easy way to keep documents organized and identifiable.
Tasks can be added either manually or automatically when scheduling in MS Project.

Frequently Asked Questions

What is this course about?

This course teaches you to create templates with a blank project or an existing project, how to create and save a project, and how to schedule tasks manually or automatically in Microsoft Project. It also covers using the project information box, task information box, and task notes to keep documents organized and identifiable.

What is Microsoft Project used for?

Microsoft Project is a project management software product that helps project managers complete their work. It is used when developing a schedule, assigning resources to tasks, tracking progress, managing the budget, and analyzing workloads.

What lessons does this course include?

The course includes lessons on Blank and Existing Project, Create and Save a Project Based on a Template, Project Information Box, Entering Auto or Manual Scheduled Tasks, and Task Information Box and Task Notes.

What skills will I gain from this course?

The course covers skills including Microsoft Project, Project Cycle Management, Project Management, Project Method, Project Portfolio Management, and Task Management.

How can templates help when managing a project?

Using templates to manage your project is an efficient way to save time, but only if you know how. This course shows an easy way to keep documents organized and identifiable using the project information box, the task information box, and task notes.