> For the complete documentation index, see [llms.txt](https://docs.fabricplan.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fabricplan.com/powertable-sheets/how-tos/layout-views-summary/calendar/add-and-manage-tasks.md).
# Add and manage tasks
This article explains the ways in which you can add and manage tasks within the calendar layout.
{% hint style="warning" icon="file-exclamation" %}
### Important
After you add, edit, duplicate, or delete tasks or insert milestones, select **Save to Database** to save your changes to the database.
Use **Discard Changes** if you want to discard all the changes you made.
Select **Preview Changes** to preview all changes you made. You can select the ones you want to discard and save the remaining to the database.
{% endhint %}
### Add a task
1. Select **Add Task** on the toolbar to create a new task or an event. Alternatively, select a date directly on the calendar to create a task or appointment for that date.
2. In the form editor, enter the required details. If the table contains single-select list columns, select the appropriate values from the drop-down list.
3. Select **Apply**. The appointment is added to the calendar.
4. Select **Save to Database** to save the details to the database.
#### Select and drag
You can select and drag across one or more dates to create a task with the selected **start and end dates**.
Then, add the task details in the form editor and select **Apply**.
{% hint style="warning" icon="file-exclamation" %}
### Important
* When you add a task without a start date, it is considered as a [milestone](#create-a-milestone).
* When you add a task without the start and end dates, it is added as a [backlog task](#create-and-manage-backlog-tasks) which you can schedule later.
{% endhint %}
### Create and manage backlog tasks
A backlog task is a task without a specific **Start Date** or **End Date**. PowerTable lets you add **unscheduled tasks** in the calendar layout, keeping unconfirmed or unscheduled tasks separate from scheduled tasks. You can schedule a backlog task later by assigning **Start Date** and **End Date** values.
#### Create a backlog task
To create a backlog task:
1. Select **Backlog Task** to open the **Backlog Task** panel.
2. Select **Add Task** to open the **Record Details** panel.
3. Enter the required task information in the **Form Editor** without adding the **Start** and **End Dates**.
4. Select **Apply**. The task is added to the backlog without a scheduled time period.
5. Select **Save to Database** to save the task to the database.
{% hint style="info" %}
### Note
If you specify a **Start Date** and **End Date** when creating a task from the backlog, PowerTable creates it as a standard scheduled task instead of a **Backlog Task**.
{% endhint %}
#### View backlog tasks
You can view the backlog tasks by selecting **Backlog Task**. A side panel opens with a list of all backlog tasks.
#### Schedule a backlog task
To schedule a backlog task, select **Backlog Task**, select the **Edit** icon next to the task you want to schedule, and specify the **Start Date** and **End Date**. The task then appears as a scheduled task in the calendar.
Use the bin icon to delete the backlog task.
### Import tasks
You can import task records in bulk using the **Import** option under the **PowerTable** tab. To learn more, see [Import bulk data](/powertable-sheets/how-tos/insert-import-duplicate-and-delete-rows.md#import-bulk-data).
### Create a milestone
Milestones represent important events, deadlines, or completion points in a task schedule. You can create a new milestone in the calendar or convert an existing task into a milestone.
To create a milestone:
1. In the **PowerTable** tab, expand **Add Task** and select **Insert Milestone**. The **Record Details** side panel opens with the **Form Editor**.
2. Enter the required task details and fill in all mandatory fields.
3. Select **Apply**.
The configured milestone is displayed on the calendar. Select **Save to Database** to save the milestone to the database.
{% hint style="info" %}
### Note
The **Start Date** field is disabled when you create a milestone because a milestone is represented by a single date rather than a task duration.
Also, when you add a standard task without a start date, it is automatically added as a milestone.
{% endhint %}
#### Convert to milestone
To convert an existing task in the calendar to an important milestone, right-click on the task and select **Convert to Milestone**.
PowerTable converts the task to a milestone as shown in the following image.
### Reschedule a task
To reschedule a task, drag and drop it from its current date to the required date in the calendar layout.
Alternatively,
1. Right-click on the task and then select **Reschedule Task**.
2. The **Reschedule Task** dialog opens. Use it to move a task forward or backward by a specified time period.
* **Move:** Select **Forward** to move the task to a later date or **Backward** to move it to an earlier date.
* **Range:** Select the unit of time by which to move the task, such as **Day**, **Week**, or **Month**.
* **Duration:** Specify the number of selected time units to move the task. For example, selecting **Week** and entering **2** moves the task by two weeks.
3. Select **Apply** to reschedule the task based on the selected options.
### Edit a task
You can edit the task details in three ways:
#### Expand the task
1. Select the task on the calendar that you want to edit.
2. On the pop-up, select the **Expand** arrow to open the form editor.
3. In the form editor, edit the task details and select **Apply**.
{% hint style="info" %}
### Note
Use [**Customize Form**](/powertable-sheets/how-tos/generate-forms.md#customize-form) in the form editor to customize the form.
{% endhint %}
#### Manage record option
Alternatively, right-click on the task and select **Manage Record** to open the form editor and edit.
#### Drag and drop the task bar
To edit a task's dates or duration, hover over the task bar and then drag and drop the edges from its current position to the required time period.
In **Week** or **Day** view, drag the taskbar vertically to move it across hours.
In **Month** view, drag it horizontally to move or extend the task across days.
### Duplicate a task
Select the task, and then select the vertical ellipsis on the pop-up and then select **Duplicate**.
PowerTable duplicates the selected task and opens the form editor. You can edit the details you want in the form editor and select **Apply** to save changes.
### Delete a task
To delete a task, right-click on the card and select **Delete**. Or, select the card and then select the **Delete** option (bin icon) at the top.
Alternatively, select the task and then the vertical ellipsis on the pop-up and then select **Delete**.
{% hint style="info" %}
### Note
The [**Manage Access**](/powertable-sheets/how-tos/set-up-row-and-column-access-control.md#delete) menu controls the user's delete access. If **Delete** is disabled, select **Manage Access** to update the delete access settings.
{% endhint %}
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