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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Tasks

Tasks

Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
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Table of contents
Task export screen
Task export screen

Export tasks

This screen allows you to export data, according to filters and in several different formats.

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Rights required :

  • View all project tasksView all project tasks
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Here's the list of columns in this export table (in .csv or .xlsx format) and which fields they correspond to:

Here are the fields found in this import screen:

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ProjectProject
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tasktask
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Compress the attachment if sending by emailCompress the attachment if sending by email
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Keep the "rich text" formatKeep the "rich text" format
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viewview

Screen-specific actions

Button name
Description
Select projects

A pane appears, allowing you to select one or more projects, or even all projects. A text search can be used to find projects.

FilterFilter (project)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - AttachmentsAttachments - themetheme - user role(s)user role(s) - With late milestonesWith late milestones - budget request versionbudget request version - status budget requeststatus budget request - Father projectFather project - Start of smoothing of remaining workStart of smoothing of remaining work - project templateproject template - project managerproject manager - statusstatus - Start dateStart date - End dateEnd date - summary sheet documentsummary sheet document

Select tasks

A pane appears, allowing you to select one or more tasks, or even all tasks. A text search can be used to find tasks.

FilterFilter task)

Here is the list of filter criteria (by default) that can be used to select items for export: - ContainsContains - UserUser - StatusStatus - ChildrenChildren - Workflow onlyWorkflow only - TypeType - deadlinedeadline - Modification dateModification date - PriorityPriority

CSV by email

This button sends the exported data in .csv format to the e-mail address of the logged-in user.

CSV

This button downloads the export of this data in .csv format: EXPORT_TACHE-DATE.csv

Excel by email

This button sends the exported data in .xlsx format to the e-mail address of the logged-in user.

Export to Excel

This button downloads the export of this data in .xlsx format: EXPORT_TACHE-DATE.xlsx

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If no task is selected (via selection and filter criteria) but projects are selected and you click on CSV or Export to Excelthen the file will contain only header lines with no data. No error message or information will be displayed.

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Non-exhaustive list of error/information messages
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