Adding rows below a locked approval task

When the approval process is in progress for an approval task, the approval task is locked. If a project manager clicks a locked approval task in spreadsheet edit mode, an error results. You might need to add another step after the approval process starts. To avoid this error, you add a task and then change number the system assigns to the task.

Procedure

  1. Decide what dependency option you want the new task or stage to use. Click In Series (Spreadsheet with plus signPage with plus sign image) and select No Dependencies, In Series, or In Parallel.
    Your selection remains in effect until you change it again.
  2. Select any row that is not locked.
    Select the row immediately below the locked approval task.
  3. Add a stage, approval, or task. Click Add Row (Row and plus sign image) and then select Task, Approval, Stage, or From Task.
  4. Change the number that the system assigns to the new task or stage so that it follows the locked task.
    Suppose that the locked task is 2.5 Review copy - informal (2.3). Click the name of the new task and change its number to 2.6. When you click in another spreadsheet cell, the system moves the new task so that it is after task 2.5.