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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
/Administration
Administration
/
Model settings
/Views
Views
/Task summary (e-mail)
Task summary (e-mail)
Task summary (e-mail)

Task summary (e-mail)

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subscription

Subscriptions are associated with a user and send information by e-mail at specific times, according to defined criteria (such as project filters). For example, the list of activity entries is sent each month.

You can also choose the frequency of e-mail alerts from 9 options, and activate or deactivate a subscription at any time.

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Read more : Subscription listSubscription list

This screen is used to configure the display of task summaries (all tasks, tasks in progress, etc.) sent by e-mail via asubscription system. Subscriptions are specific to platform users.

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On which screens does this view appear?

This view is also valid for the 3 task subscriptions.

form for creating a Task Overview view subscription e-mailsubscription )
form for creating a Task Overview view subscription e-mailsubscription )

Here are the fields found in this screen:

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WordingWording

Entering a descriptive label will make it easy to identify in the list of views.

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CodeCode

Codes are generally entered in uppercase letters and with underscores _ It is important to enter them because they can be helpful in case of an error.

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OrderOrder

The order in which the view in thesubscription view selection list

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Long labelLong label

Enter a label that is longer than the character limit for the Label field.

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DescriptionDescription

Enter additional information in this field to describe your view

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IconIcon

The icon will appear when you select the view. You can upload an image file.

There are several options for managing the illustration:

Replace with a new fileReplace with a new file

This button allows you to upload a file or a URL to replace the content currently in the field.

EditEdit

Allows you to give more information to the icon.

Three fields can then be modified:

  • WordingWording
  • statusstatus
  • VersionVersion
image

DeleteDelete

Allows you to delete the file added to illustrate the view

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DefaultDefault

This view selected by default if this box is checked.

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Project attributesProject attributes

Select specific project attributes and use drag-and-drop to arrange them in a certain order relative to one another.

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HierarchiesHierarchies

Option to display specific hierarchy values

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RolesRoles

Option to display certain roles

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It is also possible to link this view to one or more structure values. HierarchiesHierarchies

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Possible actions at creation

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

Possible actions upon modification

Apply

This feature is useful for applying your modifications while continuing to change information on the same page. This button is available when you are modifying an element that has already been created.

RegisterRegister

Validates your changes. This may redirect you to the previous page on some screens.

SeehistorySeehistory

Displays a list of changes made to this view by all users.

Stocks are sorted from the most recent to the oldest date.

DeleteDelete

Deletes a view.

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Right required : Delete a viewDelete a view