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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
task

task

Description

Configure public task filters.

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Public filters
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Table of contents
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Filter

A filter allows you to display only certain data, according to certain criteria. These criteria are specific to Project MonitorProject Monitor. A user can set the default filter selected when logging in. There are two types of filter: static and dynamic.

  • static filter A list of objects set manually by the user, which only changes if the user modifies it. This is a saved filter.
  • dynamic filter a list that automatically updates itself according to predefined criteria (attributes, attachments, etc.), integrating new objects that meet these criteria.

Filters can be :

  • Private: visible and usable only by their creator.
  • Public: accessible and usable by all platform users.

List of public task filters

Screen listing the platform's public task filters
Screen listing the platform's public task filters

FilterFilter

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We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.
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This list of public task filters can be filtered using a filter criterion:

Click on RegisterRegister to apply the filter and CloseClose to return to the list.

SortSort

This button is used to sort :

  • in ascending order on first click (down arrow)
  • in descending order on second click (arrow up) A third click on this button removes the sorting.

Sorting is performed on the header of a list in the application: list of views, users, projects, etc.

DeleteDelete

Allows you to delete a filter. It will no longer be visible in the list of public task filters or in the task lists (button FilterFilter)

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Right required : Deleting public task filtersDeleting public task filters

Mass deletionMass deletion

Allows you to delete several filters at once by selecting them.

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Right required : Deleting public task filtersDeleting public task filters

This screen lists the platform's public task filters.

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Rights required : Consulting public job filtersConsulting public job filters

Add

Creates a new filter.

task - Creating and modifying a task public filtertask - Creating and modifying a task public filter

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Rights required :

  • Consulting public job filtersConsulting public job filters
  • Creating public task filtersCreating public task filters

EditEdit

Modify an existing public filter .

task - Creating and modifying a task public filtertask - Creating and modifying a task public filter

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Rights required :

  • Consulting public job filtersConsulting public job filters
  • Modifying public task filtersModifying public task filters

Set as default

Set a task filter as the default in the task filter list.

A small tick will appear on the line of the filter set as default.

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This filter will be default for the user who configures it as such. It can be modified in the user settings. UsersUsers

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Rights required : Modifying public task filtersModifying public task filters

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It is possible to remove a default filter when you wish to apply a filter to a screen (task list...). The default filter will reappear the next time you log off/reconnect.

Creating and modifying a task public filter

These screens allow you to create and modify a public filter, which will only apply to platform tasks.

The forms for creating and modifying a task public filter are similar.

Example of a public filter task modification form
Example of a public filter task modification form

SeehistorySeehistory

Displays a list of modifications made to this filter by all users.

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

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Copy to private filter

Allows you to copy the criteria of a public filter and create a new private filter. When you click on this button, a window appears. You will be able to change the name of this new filter from public to private, i.e. accessible only to you. The new filter will use the same criteria as your public filter.

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Rights required :

  • Consulting public job filtersConsulting public job filters
  • Creating public task filtersCreating public task filters (creation)
  • Modifying public task filtersModifying public task filters (change)

Here are the fields found in this screen:

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WordingWording
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CodeCode
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DescriptionDescription
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StaticStatic
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CriteriaCriteria
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SelectionSelection
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It is also possible to select links for the filter. The names of these fields are those of the hierarchies created in the platform.

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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.

RegisterRegister

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

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.

View

By clicking on this button, a list of tasks corresponding to the selection/criteria defined appears at the bottom of the screen.

DeleteDelete

Allows you to delete a filter. It will no longer be visible in the list of public task filters or in the task lists (button FilterFilter)

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Right required : Deleting public task filtersDeleting public task filters

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