Tasks are actions to be carried out for the project (or a planning object). They can be assigned to users, have a deadline, a status, a type, etc.
Il est possible de visualiser toutes les tâches de la plateforme via Tasks, toutes les tâches d’un projet via
Tasks, ou bien mes tâches
My tasks
Il est possible de faire apparaître les tâches dans des blocs de tableau de bord :List of tasks
Your tasks
List of multi-project tasks
Tasks are actions to be carried out for a project (or a planning object). They can be assigned to users, have a deadline, a status, a type, etc.
The list of multi-project tasks is displayed in two ways, depending on the view :
Tasks - Classic task list
Tasks - Task list: Kanban board
Is it possible to view tasks and exchanges in a dashboard ?
Why can't I see all the tasks in my table?
Classic task list
This screen is managed by the view List of tasks.
Rights required :
View all project tasks
View and modify your tasks (sender, assigned, participant)
Display
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.
Permet d'afficher la liste des tâches en plein écran.
Used to export the task list.
The attributes displayed are those set in the view break or not...).
The file is directly downloaded and named EXPORT-DATE.xlsx
This button appears in the contextual menu de la liste des tâches classique.
Returns to a standard view of the to-do list.
Creation
Ce bouton permet de gagner du temps lors de la création d'une tâche. On recopie les informations d'une tâche dans une toute nouvelle tâche.
A form is then displayed. Les formulaires de création de tâche et de duplication de tâche sont similaires. Tasks - Creating and editing a task
This button appears in the contextual menu d’une tâche.
Rights required : Add a task
Adds a task : the selected task appears as the parent task of the new child task .
Rights required : Add a task
This button appears in the contextual menu d’une tâche.
Add a task to the beginning of the list
Permet d'ajouter une tâche rapidement lorsque l'on vient déjà d'en ajouter une rapidement.
Rights required : Add a task
This button, located at the top of a column on the Kanban board, lets you add a task quickly by simply entering the task name anddeadline. The task is then placed directly in the right column (depending on view settings: right status, right priority, right type, etc.).
Rights required : Add a task
Modification et suppression
Permet d'éditer rapidement des attributs de la tâche (texte, date...) Ce bouton apparaît au survol d'une tâche.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Accesses the task modification form
This button appears in the contextual menu d'une tâche
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Permet de modifier plusieurs informations sur des tâches. Tasks - batch edit tasks
Rights required : Modify a task
Permet de supprimer une tâche.
This button appears in the contextual menu d'une tâche.
Rights required : Delete a task
Permet de supprimer plusieurs tâches à la fois en les sélectionnant.
Rights required : Delete a task
Task list: Kanban board
Maps are displayed progressively in each parameter column as you scroll down.
You can quickly modify all elements of a task without consulting it (except the project).
Rights required :
View and modify your tasks (sender, assigned, participant)
View all project tasks
Permet de supprimer une tâche.
This button appears in the contextual menu d'une tâche.
Rights required : Delete a task
This button, located at the top of a column on the Kanban board, lets you add a task quickly by simply entering the task name anddeadline. The task is then placed directly in the right column (depending on view settings: right status, right priority, right type, etc.).
Rights required : Add a task
Permet de modifier une tâche. Ce bouton apparaît dans le contextual menu d'une tâche.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
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.
Click on Register to apply the filter and
Close to return to the list.
This button allows you to select a user and assign the task with a single click. It is possible to perform a search, and select the logged-in user. If a user has already been assigned to the task, you can use the contextual menu to delete the assignment.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Display
This button folds the column. Only the column name will remain visible, the text will have a different orientation as there is less space to display it horizontally. Simply click on the column to unfold it.
Permet d'afficher la liste des tâches en plein écran.
Returns to a standard view of the to-do list.
Creating and modifying a task
The creation and duplication forms are similar.
Rights required :
Add a task
Modify a task
Here are the fields found in this screen:
Champs et structure de la tâche
This button adds two fields (if not already added):
Transmitter
Assigned
Participants
Il sera également possible de désélectionner des champs pour les supprimer.
This button is used to add a field (if not already added):
milestone or phase
related task
associated risk
You can also deselect fields to remove them from the task.
Ce bouton permet d'ajouter des champs (si non déjà ajoutés) :
Load
Start target
For the
This button is used to add a field (if not already added):
Attachment(s)
Il sera également possible de désélectionner des champs pour les supprimer.
This button is used to select a task template task et d'insérer les attributs ajoutés dans le gabarit dans la tâche.
Ce bouton apparaît dans le
contextual menu d’une tâche.
Permet d'accéder à la liste des attributs de tâche task
Permet d'ajouter les attributs sélectionnés au formulaire de création/modification d’une tâche ou d’un gabarit de tâche.
Comments
Once the comment has been written, this button is used to add the comment to the task.
Rights required : Creating a comment for a task
Permet de supprimer un commentaire de tâche.
Il est possible de modifier et de supprimer un commentaire dont on est l'auteur sans avoir de droit requis.
Rights required : Deleting a task comment
This button is used to edit a comment already added.
Once you have made your changes, click on Confirm pour qu'elles puissent être enregistrées.
Rights required : Edit all task comments
Display and organization
Ce bouton permet de plier toutes les lignes : attributs dans la tâche.
This button unfolds all lines: attributes in theexchange
Management and monitoring
Affiche la liste des modifications effectuées sur cette tâche, par tous les utilisateurs.
Stocks are sorted from the most recent to the oldest date.
Here are the fields found in this screen:
Permet de diffuser la tâche à des contacts par mail.
Ce bouton apparaît dans le contextual menu d'une tâche
Création, modification, suppression et sauvegarde
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.
Validates your changes. This may redirect you to the previous page on some screens.
Permet de supprimer une tâche.
This button appears in the contextual menu d'une tâche.
Rights required : Delete a task
Attachments
This action concerns the Attachment(s)
You can add a document to this attachment. For example, if the attachment is labelledDocument 123", you can upload a file entitled
.pdf, .html, .docx, .png, .bmp, .gif, .xls, .xlsx, .txt...
This action concerns the Attachment(s)
Ce bouton permet d'ajouter une nouvelle ligne dans la liste des pièces-jointes, et donc d'ajouter un nouveau fichier.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
This action concerns the Attachment(s)
Ce bouton permet de changer des informations sur la pièce-jointe déjà ajoutée.
Cette fenêtre apparaît alors :
You can therefore modify three fields concerning the attachment:
Wording
status
Version
This action concerns the Attachment(s)
Ce bouton permet de supprimer instantanément la pièce-jointe.
batch edit tasks
By selecting several tasks in the task list, you can modify certain fields to save time.
Rights required : Modify a task
It is not possible to make mass changes to tasks if the view is set to the Kanban task board.
Here are the fields found in this screen:
Validates your changes. This may redirect you to the previous page on some screens.