Creating sub tasks in excel like MS project
 

I'm having to create a project plan in excel and would like to create a main
task/sub task drop down box like in MS project i.e. you could have a list of
main tasks each with a little cross by them and if you click on that cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Answer: Creating sub tasks in excel like MS project
 

Hi K,

Yes, you can create a main task/sub task drop down box in Excel using a feature called "Grouping". Here's how you can do it:

1. First, create a list of all your tasks in Excel, with the main tasks in one column and the sub tasks in another column.
2. Select the range of cells that contains your tasks.
3. Go to the "Data" tab in the ribbon and click on "Group".
4. In the "Group" dialog box, select "Rows" and "Auto Outline".
5. Click "OK" to group your tasks.
6. You should now see a little cross next to each main task. Click on the cross to expand or collapse the sub tasks.
7. You can also use the "+" and "-" symbols in the left margin to expand or collapse the groups.

That's it! You now have a main task/sub task drop down box in Excel. You can also customize the appearance of the grouping by going to the "Data" tab and selecting "Grouping Options".

Creating sub tasks in excel like MS project
 

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to create a
main
task/sub task drop down box like in MS project i.e. you could have a list
of
main tasks each with a little cross by them and if you click on that cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Creating sub tasks in excel like MS project
 

Brilliant! Thanks so much.
K

"Bob Phillips" wrote:

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to create a
main
task/sub task drop down box like in MS project i.e. you could have a list
of
main tasks each with a little cross by them and if you click on that cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Creating sub tasks in excel like MS project
 

But is there a way to do it just like Project where it will indent in the
cell and put the "+" or "-" next to the actual cell and not over in the
margin? We want the "visual" of the indents in the cells.

Thanks,

Scott

"Bob Phillips" wrote:

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to create a
main
task/sub task drop down box like in MS project i.e. you could have a list
of
main tasks each with a little cross by them and if you click on that cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Creating sub tasks in excel like MS project
 

No. But why, the effect is the same.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Scott" wrote in message
...
But is there a way to do it just like Project where it will indent in the
cell and put the "+" or "-" next to the actual cell and not over in the
margin? We want the "visual" of the indents in the cells.

Thanks,

Scott

"Bob Phillips" wrote:

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my
addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to create a
main
task/sub task drop down box like in MS project i.e. you could have a
list
of
main tasks each with a little cross by them and if you click on that
cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Creating sub tasks in excel like MS project
 

No, the effect is not the same. Like I said, we need to see the "visual" of
the step downs in the actual cells. We create traveler trees for fabrication
drawings. So the first drawing will have some parts, then one of the parts
will reference a sub drawing. That drawing will have parts and possibly one
of the parts will reference another sub drawing, and so on. We need to see
that step down of drawings as a quick visual of the tree.

Thanks though.

Scott


"Bob Phillips" wrote:

No. But why, the effect is the same.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Scott" wrote in message
...
But is there a way to do it just like Project where it will indent in the
cell and put the "+" or "-" next to the actual cell and not over in the
margin? We want the "visual" of the indents in the cells.

Thanks,

Scott

"Bob Phillips" wrote:

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my
addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to create a
main
task/sub task drop down box like in MS project i.e. you could have a
list
of
main tasks each with a little cross by them and if you click on that
cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K

Creating sub tasks in excel like MS project
 

Maybe create a userform with a treeview.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my addy)



"Scott" wrote in message
...
No, the effect is not the same. Like I said, we need to see the "visual"
of
the step downs in the actual cells. We create traveler trees for
fabrication
drawings. So the first drawing will have some parts, then one of the
parts
will reference a sub drawing. That drawing will have parts and possibly
one
of the parts will reference another sub drawing, and so on. We need to
see
that step down of drawings as a quick visual of the tree.

Thanks though.

Scott


"Bob Phillips" wrote:

No. But why, the effect is the same.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my
addy)



"Scott" wrote in message
...
But is there a way to do it just like Project where it will indent in
the
cell and put the "+" or "-" next to the actual cell and not over in the
margin? We want the "visual" of the indents in the cells.

Thanks,

Scott

"Bob Phillips" wrote:

Select the rows, then DataGroup & Outlinegroup.

--
---
HTH

Bob

(there's no email, no snail mail, but somewhere should be gmail in my
addy)



"Kirsty" wrote in message
...
I'm having to create a project plan in excel and would like to
create a
main
task/sub task drop down box like in MS project i.e. you could have a
list
of
main tasks each with a little cross by them and if you click on that
cross
all sub tasks come into view.

Any suggestions - baring in mind i'm not very good at excel!

Thanks
K