Collapse (roll up) and expand task rows

Milestones Professional schedules can be outlined using an easy to manage indenting capability. Main steps are typically at outline level 1. The steps immediately under the level 1 steps are outline level 2. Up to 20 outline levels are supported.  In an outlined schedule, task rows can be expanded (shown) or collapsed (rolled up and hidden) using collapse/expand indicators, the right-click menu, or the filter option. Using the collapse/expand indicators or an option on the right-click menu, roll-up and expand of tasks is easy.


Change the collapse/Expand indicators

  1. Choose Tools | Program Options | General.
  2. Pick a color, shape and size:


Turn on the Collapse/Expand Indicators to hide/show lower level tasks 

  1. View | Optional Items | Collapse/Expand Indicators. Collapse/Expand indicators. () will appear to the left of the schedule area.

    • The expand indicator () appears when there are hidden lower level tasks which can be expanded (shown).

    • The collapse indicator ( ) appears when lower level tasks are visible and can be collapsed (hidden).

    • Task rows without lower level tasks will not display either indicator.

  2. To collapse (roll-up) lower level tasks, click the unfilled symbol .

  3. To expand, click the filled symbol.


Right-click to collapse/expand lower level tasks 

Collapse/expand a single outlined section:

  1. Right-click the task row whose lower level task rows to collapse (roll-up) or expand.

  2. Choose Collapse (or Expand) Selected Task Row.

Collapse all tasks to a specified outline level:

  1. Right-click the task row whose lower level task rows to collapse (roll-up) or expand.

  2. Choose Collapse All Tasks to Selected Level.

The Collapse/Expand symbols are only shown on task rows which can be collapsed or expanded. That is, task rows without lower-level detail will not display the collapse/expand icons.

 

 


 Expand all tasks by choosing the right-click menu Show All Task Rows.

Filter tasks to a specified outline level 

  1. Choose Tools | Filter | Filter Task Rows.

  2. Optionally, check Only examine currently visible tasks if hidden tasks should remain hidden.

  3. Choose Outline Level from the selection list.

  4. In the Outline Level Filter Selection dialog box, choose the lowest outline level that should appear.

 

 To change the color, size and shape of the collapse/expand indicators, go to Tools | Program Options | General.  Change the color next to Roll-up triangle color, pick a shape and pick a size.

 

 

 

Related Topics

  1. Outline and summarize tasks
  2. About the schedule columns
  3. Summary bars
  4. Summary Bars - Summary bar status fill control

 

  

Guided Help Home

 

 

 

 

The fast easy way to schedule your projects:  Milestones Software by KIDASA Software, Inc. www.kidasa.com

Copyright © 2025 KIDASA Software, Inc. All rights reserved.