Right-Click Menu

Access powerful tools and actions via the right-click context menu in Plan Builder for faster workflow.

The right-click menu (context menu) provides quick access to actions and tools for selected tasks. It includes:

Common actions: Add, delete, duplicate, link tasks
Power user tools: Advanced operations for efficiency
Keyboard shortcuts: See shortcuts for all actions
Favorites: Pin frequently used tools for quick access

Select one or more tasks (optional, some actions work without selection)
Right-click anywhere on the task row
Context menu appears with available actions

The menu shows actions organized by category:

Task Operations:

Add Task
Add Subtask
Add Group
Add Milestone
Duplicate
Delete

Dependencies:

Link Tasks
Unlink Tasks

Hierarchy:

Indent
Outdent

View Options:

Toggle Milestones
Toggle Groups
Show Gantt
Show Calendar

Keyboard Shortcuts

Most menu actions have keyboard shortcuts:

S: Add Subtask
G: Add Group
M: Add Milestone
L: Link Tasks
Tab: Indent
Shift+Tab: Outdent
Delete: Delete Tasks

Shortcuts are shown in the menu for reference.

Favorite Tools

Pinning Favorites

You can pin frequently used tools to the favorites section:

Right-click a task
Right-click a tool you use often
Select "Add to Favorites" (if available)
Tool appears in favorites section at top of menu

Managing Favorites

Remove from favorites: Right-click tool again, select "Remove from Favorites"
Reorder favorites: Drag favorites within favorites section (if supported)
Clear all favorites: Reset to default order (if option available)

Favorites persist across sessions and sync to your account.

Context-Aware Actions

Selection-Dependent Actions

Actions change based on what's selected:

No selection:

Add Task
Add Group
Add Milestone

One task selected:

Add Subtask
Duplicate
Delete
Indent/Outdent

Two tasks selected:

Link Tasks (most prominent)
Other actions available

Multiple tasks selected:

Duplicate All
Delete All
Bulk Indent/Outdent

Row-Level Actions

Right-click on different row types shows different options:

Regular task:

Full menu available

Milestone:

Cannot add subtasks
Other actions available

Parent task (group):

Add Subtask emphasized
Collapse/Expand options (if available)

Subtask:

Outdent option prominent
Cannot add subtasks to milestones

Quick Actions

Most Common Actions

Add Task: Create new task after selected task

Right-click → Add Task
Shortcut: Enter (if implemented)

Add Subtask: Create subtask under selected task

Right-click → Add Subtask
Shortcut: S

Link Tasks: Connect two selected tasks

Right-click → Link Tasks
Shortcut: L

Duplicate: Copy selected task

Right-click → Duplicate
Shortcut: Ctrl+D / ⌘D (if implemented)

Delete: Remove selected task

Right-click → Delete
Shortcut: Delete

Tips & Best Practices

Keyboard-First Workflow

Use keyboard shortcuts for speed:

Select task: Click checkbox
Press S: Add subtask
Type name: Enter task name
Press Enter: Accept
Repeat: Quickly add multiple subtasks

Right-Click Shortcuts

Right-click menu provides access to:

Tools not visible in toolbar
Keyboard shortcuts discovery
Power user features

Context Awareness

Menu adapts to context:

Plan view: Shows view toggle options
Gantt view: Shows Gantt-specific actions
Calendar view: Shows calendar-specific actions

Favorites for Teams

Teams can share favorites:

Standardize common actions
Train users on keyboard shortcuts
Share best-practice workflows

Troubleshooting

Answer: Ensure you're right-clicking on a task row, not the toolbar or empty space.

Can't Add Subtask Option

Answer: Selected task may be a milestone. Milestones cannot have subtasks.

Favorites Not Persisting

Answer: Check browser settings. Favorites are stored locally and synced to account.

Keyboard Shortcuts Not Working

Answer: Ensure focus is on the plan grid, not in an input field or dialog.

Answer: Favorites can be customized, but not individual actions (managed by application).

Last updated: 2025-01-24