Adding New Items
- From the Projects tab, open the Add menu by selecting the + icon.
- Once a plan item is selected, enter the name of your plan item and populate the other available fields of information, if desired. Available fields on the Add form will vary depending on the plan item type selected.
- To add more than one plan item at a time, click the New Task link to add a new row to the form.
Add Items Using the Old Add Form
To bulk add items, click the “Use old Add form” link to switch to the original Add form.
This form allows you to copy and paste a pre-formatted list of items to create all at once, and provides the opportunity to associate additional attributes to the plan items during the creation process. To see different syntax formatting options, click on the Example & Tips link.