Linking tasks together
 
  With tasks defined, the next step is to create links between the tasks that will determine their sequence.  When tasks are linked to each other in a predecessor / successor relationship, Microsoft Project will then schedule when tasks can start and finish using a technique entitled Critical Path Analysis.  To allow the schedule to take shape, just create the links:

The simplest link to create is when two tasks are adjacent to one another.  The 'Manufacture booth' task can't start until the milestone 'Ready to manufacture' has been accomplished.  To create this link:

Firstly, click on the the name cell or row heading for Ready to manufacture.
Keeping the mouse button held down, drag the selection to include Ready to manufacture and Manufacture booth.
Then, click on the Link Tasks button (on the standard toolbar) to create the link.

Quite often, linked tasks are not adjacent to one another.  The 'Create signage' task is also dependant upon the 'Ready to manufacture' milestone.  To create this link:

As before, click on Ready to manufacture, but this time release the mouse button.
Then, hold the CTRL key down on the keyboard and click on Create signage.  This will select both tasks.
Next, ensuring you are not holding the CTRL key down anymore, click on the Link Tasks button to create the link.

Sometimes, tasks form a sequence (a to b to c, for example).  Within this project the three 'invitations' tasks follow this type of sequence.  To link these tasks:

Click on Create invitations and, keeping the mouse button held down, drag the selection to include the two tasks below.
Then simply use the Link Tasks button.  'Post invitations' depends upon 'Print invitations', which in turn depends upon 'Create invitations'.

Another way to link tasks together is to drag a link from a predecessor task's bar and drop the link on the bar of a successor task.  This can be a more intuitive way to link, although it can take some practice to accomplish.   This is how not to do it:

You start off by placing the cursor in the middle of the bar (which is correct), but you drag to the left or right.  If you release the mouse at this point, you will be constraining the task to start on a particular date.  Not a good idea.  If this happens, just use the Undo button.
If you drag up or down (which is the correct way to drag and drop the link) but you then drag the cursor too far to the left or right of the chart, Microsoft Project will start to scroll the chart into the distant past or the distant future.  If this happens, don't panic, no link will be created.  All you have to do to get the chart displaying the current timescale is to select a suitable task and then click on the Go To Selected Task button on the standard toolbar.

This is how to drag and drop a link:

Simply place the cursor in the middle of the bar for the chosen predecessor (in this case the Design booth task).
Then drag down slowly, noting the cursor change to a link icon.
Watching the help box indicate the ID's of the tasks to be linked, simply drop the cursor on the correct bar (the Ready to manufacture milestone in this case), and then release the mouse button.

Completing the task linking is simply a matter of repeating the above procedures.

Once tasks have been linked the tasks and milestones will all be scheduled according to their predecessors.  Note also, that the summary tasks have been scheduled as well.  The left arrowhead for a summary task's bar indicates when the first of its subtasks can start, and the right arrowhead indicates the completion of the latest subtask.  The summary task's duration is expressed as the duration between the left and right arrowheads.

 
 
Using the network diagram
 
  Although the Gantt chart is the most common way to create tasks and link them to each other, another view exists in Microsoft Project that shows in a diagrammatic format tasks and their dependencies.  Further lessons will explain how this view can be configured, but for the moment let's just look at what the Network Diagram view can display about the Trade Show project.

From the View menu, choose Network Diagram.

To change the current display you can:

  • Use the scroll bars to move around left to right, up and down.
  • Change the scale of the chart with the Zoom in and Zoom Out buttons.   If you place the cursor over a task box when the view is zoomed out, the box is zoomed in to make its contents more readable.
  • Expand and collapse subtask detail using the plus and minus icons displayed beside a summary task's box.

Do note that you can also create, delete and link tasks within the network diagram view.  Whilst this can be useful in certain circumstances (especially with a large monitor display), using the Gantt chart is often the preferred choice.