task

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Table of contents

List of templates task

Screen listing the platform's task templates

Filter list of templates for task

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This list of task templates can be filtered using a filter criterion:

Click on Save to apply the filter and Close to return to the list.

A template from task allows you to enter various information in advance, which will be automatically captured for tasks created with this template.

This saves time when a project often involves the same tasks.

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Si un attribut ajouté au gabarit n'est pas valorisé (vide), alors il ne sera pas retrouvé dans la tâche créée via le dit gabarit.

General actions

Add ➡️ Creation and modification of a template of task

Edit ➡️ Creation and modification of a template of task

Filter ➡️ Filter list of templates for task

Sort

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Rights required :

Visit template . task

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Aucune vue n'est paramétrable pour cet écran

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Un clic sur le libellé du gabarit vous redirige vers le paramétrage du gabarit

Creation and modification of a template of task

The forms for creating and modifying a template from task are similar.

Modification screen of a template of task

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Rights required :

Visit template . task
Creation of a template of task (creation)
Modification of a template of task (change)

Shares (at inception)

Apply

Save

Delete (right required : Delete a template from task)

Actions (upon modification)

Apply

Save

Delete (right required : Delete a template from task)

See the history

Button name	Description
Members	Ce bouton permet d'ajouter deux champs (si non déjà ajoutés) : - Emetteur - Assigné - Participants Il sera également possible de désélectionner des champs pour les supprimer du gabarit de tâche.
Charges and dates target	Ce bouton permet d'ajouter des champs (si non déjà ajoutés) : - Charge (j/h) - Début cible - Pour le Il sera également possible de désélectionner des champs pour les supprimer du gabarit de tâche.
Attributes	This button lets you add task It will also be possible to deselect attributes to remove them from template of task.
Document	Ce bouton permet d'ajouter un champ (si non déjà ajouté) : - Pièce(s) jointe(s) Il sera également possible de désélectionner des champs pour les supprimer du gabarit de tâche.
Add a file	🚩 This action concerns the field Attachment(s) You can add a document to this attachment. For example, if the attachment is labelled "Document 123", you will be able to upload a file called `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`, `.xls`, `.xlsx`, `.txt`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/AY HH:MM
Add an attachment	🚩 This action concerns the field Attachment(s) This button is used to add a new line to the list of attachments at task, and therefore to add a new file.
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to the task
Delete	To delete a task already created Rights required : Delete a task 🚩 This button appears on contextual menu of a task

These forms are divided into two parts: Information from template and Properties copied to task. This information is used when creating the task

Voici les champs retrouvés dans cet écran :

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Message

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Attachment(s)

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Si la configuration multilingue est activée, alors un champ supplémentaire est à remplir dans une section Multilingual. Ce champ correspond au libellé de l'objet dans l'autre langue.

Attachment editing window

This pop-up appears when you click on the Edit attachment field Attachment(s).

Edit window for an attachment to template from task.

You can therefore modify three fields concerning the attachment: