Notes

Use the Notes inspector to add text and links related to the selected task, resource, or the project as a whole.

Text in the Notes inspector also appears in notes on item rows in the outline, and can be styled on a document level using the Advanced tab of the Styles inspector or customized individually with the Format menu.

Key/Value Data

Use the Key/Value Data inspector to add custom information stored as key/value pairs. The key is like a label for what type of information you are storing, and the value is the information itself.

For example, to keep track of staff members’ phone numbers:

1. Select a staff resource in the resource list, and open the Custom Data inspector.
2. Click the Plus button at the bottom of the inspector to create a new key/value pair.
3. Name the key Phone Number.
4. Enter a number as the value for the selected resource.

Now that you have created the key for this resource, every other resource has the same key, ready for you to enter a value.

You can show key/value pairs as custom columns in the task outlines or resource list, or as labels in the Gantt chart or resource timeline, by customizing task labels and columns in the appropriate View submenu (or by control-clicking on the outline’s column header and choosing the key name from the contextual menu).

Linked Files

Use the Linked Files inspector to keep references to files that are relevant to your project or to particular items in it. Select a task or resource to add a linked file to it; adding a linked file with nothing selected will add it to the project as a whole.

1. Linked Files List—Any files linked to the task, resource, or project are displayed here. Double-click a file to open it in its default application.
2. Add and Remove Files—Use the Plus and Minus buttons here to add or remove linked files from the list. These links are associations rather than files themselves; adding or removing them will not alter the original files.
3. Linked Files Gear Menu—Use the gear menu to choose an alternative application for opening a selected file, to reveal the selection in Finder, or remove the link to the selected file.

To link a file to an item in the task outlines or resource list:

• Click the item to select it.
• In the Linked Files inspector, click the Plus button below the files list, then choose a file in the dialog that appears. If you are showing the Attachments column in the outline, you can also click the arrow icon and choose Attach File from the pop-up menu, then choose a file. Alternatively, drag a file into the list.
• The file appears in the inspector’s linked files list.

To link a file to the project itself:

• Make sure nothing is selected in the main view.
• In the Linked Files inspector, click the Plus button below the files list, then choose a file in the dialog that appears. Alternatively, drag a file into the list.
• The file appears in the inspector’s linked files list.

You can open a linked file by double-clicking it in the Linked Files inspector, choosing Open from its contextual menu, or by choosing it from the pop-up menu in the Attachments column of an item’s row in the outline.

You can show linked files as a column in the task outlines and resource list by customizing task labels and columns in the appropriate View submenu, or by control-clicking on the outline’s column header and choosing Attachments from the contextual menu.