A summary task is used to group and organize tasks. For example, you may have a summary task for "Rough-In—First Floor" and associate multiple tasks over various days to complete the "rough-in of the first floor."

These can be created manually or from the Gantt View of a project.

To create a summary task, click Start > Scheduling > Manage Tasks, and choose to create a summary task.

You will be prompted to select a project. Once you have done so, the New Summary Task form will be displayed.

The New Summary Task form will have the following tabs.

In the General tab, you can add a name and a description. The start and end dates and times are determined by the tasks associated with the summary task.

In the Contact tab, the primary contact for the project will be displayed. You can edit this if needed.

In the Addresses tab, the Address fields will pre-populate with the address from the project, but you can modify it if needed.

In the Tasks tab, you can add, remove, or create tasks associated with the summary task.