Annotating tasks in a project

You can annotate the tasks in a project with text, pictures, and links to external documents.

Creating text annotations

To create a text annotation on the bar chart:

  1. On the Format tab, in the Annotations group, click Text Annotation.
  2. Position the mouse pointer over a blank area of the bar chart. The cursor appears like this:

    A cross with a capital letter 'T'
  3. Click and drag to draw a box in the bar chart:

    A box with a dotted line drawn in the bar chart
  4. Click in the box and type some text:

    Text typed into the box
  5. Click away from the box when you have finished typing. The text annotation appears selected in the bar chart:

    The text annotation appears selected in the bar chart
  6. Click away from the text annotation again to deselect it.

To create a text annotation that is attached to a task:

  1. On the Format tab, in the Annotations group, click Text Annotation.
  2. Position the mouse pointer over the edge of the task to which you want to attach an annotation. The cursor changes to an enclosed arrow, indicating the way in which the annotation will be attached to the task. In the illustration below the arrow shows that the annotation will be attached to the top-right of the task:

    Two lines meeting at 90 degress and an arrow
  3. Click and drag to draw a box in the bar chart, and enter text into the annotation as described above; an example is illustrated below:

    Text being entered into another text annotation

Attaching annotations to tasks

The first annotation you created is not attached to any particular task; it is attached to the bar chart itself. You can attach annotations to different tasks as follows:

  1. Click the first annotation that you created to select it:

    The text annotation appears selected in the bar chart
  2. Click and drag the annotation towards the task to which you want to attach it. The cursor changes to an enclosed arrow, indicating the way in which the annotation will be attached to the task. In the illustration below the arrow shows that the annotation will be attached to the bottom-left of the task:

    The arrow shows that the annotation will be attached to the bottom-left of the task
  3. Release the mouse button to attach the annotation to the task:

    The annotation attached to the task

Inserting fields into text annotations

You can insert the same fields that you can display in the spreadsheet into text annotations. This enables you to display project information in the bar chart.

To insert a field into a text annotation:

  1. Create a new text annotation, attached to a task, containing the words "Finish date:":

    An annotation containing the words "Finish date:"
  2. Double-click the annotation so that the cursor appears inside it, ready for you to type:

    The cursor inside the annotation, ready for you to type
  3. Right-click within the annotation. A menu of field categories appears:

    A menu of field categories
  4. Click the Date menu, then click Finish. The Object Chooser Task dialog appears. You can use this dialog to specify exactly what the field refers to - for example, to the live data or to a baselines. For now, click OK. The dialog closes and the field name appears in the annotation:

    The field name appears in the annotation
  5. Click away from the annotation. The finish date of the task to which the annotation is attached appears within the annotation:

    The finish date of the task to which the annotation is attached within the annotation

Creating picture annotations

To create a picture annotation:

  1. On the Format tab, in the Annotations group, click Picture.
  2. Position the mouse pointer over a blank area of the bar chart. The cursor appears like this:

    A cross with a vase of flowers
  3. Click and drag to draw a box in the bar chart. When you release the mouse button, the Picture tab of the Picture Annotation Properties dialog appears:

    The Picture tab of the Picture Annotation Properties dialog
  4. Click Browse and select the picture that you want to add as an annotation, then click OK to close the Picture Annotation Properties dialog. The picture annotation appears on the bar chart:

    The picture annotation on the bar chart

You can attach picture annotations to tasks in the same way that you attach text annotations to tasks.

Your project should now look something like this (note that the dates and durations of tasks, and the appearance of codes and annotations, may be different):

Illustration of the project at this stage

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Configuring the spreadsheet Numbering tasks in a project