Logo
  • Other versions
  • Virage Group
  • Espace Magenta
  • Support ticket
  • Strat Monitor documentation
Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Tasks

Tasks

‣
Table of contents
icon
task A task be linked to a project, a phase, or a risk.

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.

It is possible to view all tasks on the platform via TasksTasks, all tasks in a project via TasksTasks, or my tasks My tasksMy tasks

It is possible to display tasks in dashboard blocks dashboardList of tasksList of tasksYour tasksYour 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 listTasks - Classic task list
  • Tasks - Task list: Kanban boardTasks - 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 tasksList of tasks.

Screen listing tasks for all projects on the platform. Here the view is set to break priority
Screen listing tasks for all projects on the platform. Here the view is set to break priority
🚦

Rights required :

  • View all project tasksView all project tasks
  • View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

Display

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.

Full screen

Displays the task list in full screen mode.

ExportExport

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 menucontextual menu from the classic task list.

Exit full screen mode

Returns to a standard view of the to-do list.

Creation

DuplicateDuplicate

This button saves time when creating a task. You can copy information from one task a brand new task.

A form is then displayed. The forms for creating task duplicating task similar. Tasks - Creating and editing a taskTasks - Creating and editing a task

This button appears in the contextual menucontextual menu of a task.

🚦

Rights required : Add a taskAdd a task

Add a girl task

Adds a task : the selected task appears as the parent task of the new child task .

🚦

Rights required : Add a taskAdd a task

This button appears in the contextual menucontextual menu of a task.

Add a task to the beginning of the list

Allows you to task add a task when you have already added one quickly.

🚦

Rights required : Add a taskAdd a task

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 taskAdd a task

Modification and deletion

EditEdit

Allows you to quickly edit task attributes task text, date, etc.) This button appears when you hover over a task.

🚦

Rights required : Modify a taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

EditEdit

Accesses the task modification form This button appears in the contextual menucontextual menu of a task

🚦

Rights required : Modify a taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

Modify en masse

Allows you to modify various information about tasks. Tasks - batch edit tasksTasks - batch edit tasks

🚦

Rights required : Modify a taskModify a task

DeleteDelete

Allows you to delete a task.

This button appears in the contextual menucontextual menu of a task.

🚦

Rights required : Delete a taskDelete a task

Mass deletionMass deletion

Allows you to delete multiple tasks at once by selecting them.

🚦

Rights required : Delete a taskDelete a task

Task list: Kanban board

Screen listing tasks for all projects on the platform, in the form of a Kanban board ( view settings).
Screen listing tasks for all projects on the platform, in the form of a Kanban board ( view settings).
💡

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 and modify your tasks (sender, assigned, participant)
  • View all project tasksView all project tasks

DeleteDelete

Allows you to delete a task.

This button appears in the contextual menucontextual menu of a task.

🚦

Rights required : Delete a taskDelete a task

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 taskAdd a task

EditEdit

Allows you to modify a task. This button appears in the contextual menucontextual menu of a task.

🚦

Rights required : Modify a taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

FilterFilter

image

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.

🚩
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.
‣
It is possible to filter this list of tasks using filter criteria:

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

Add an assignee

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 taskModify a task or View and modify your tasks (sender, assigned, participant)View and modify your tasks (sender, assigned, participant)

Display

FoldFold

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.

Full screen

Displays the task list in full screen mode.

Exit full screen mode

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 taskAdd a task
  • Modify a taskModify a task
task modification form
task modification form

Here are the fields found in this screen:

‣
SubjectSubject
‣
ProjectProject
‣
task typetask type
‣
PriorityPriority
‣
StatusStatus
‣
Started onStarted on
‣
TransmitterTransmitter
‣
AssignedAssigned
‣
ParticipantsParticipants
‣
related taskrelated task
‣
milestone or phasemilestone or phase
‣
associated riskassociated risk
‣
Start targetStart target
‣
For theFor the
‣
LoadLoad
‣
MessageMessage
‣
Attachment(s)Attachment(s)

Fields and structure of the task

Members

This button adds two fields (if not already added):

  • TransmitterTransmitter
  • AssignedAssigned
  • ParticipantsParticipants

It will also be possible to deselect fields in order to delete them.

Dependencies

This button is used to add a field (if not already added):

  • milestone or phasemilestone or phase
  • related taskrelated task
  • associated riskassociated risk

You can also deselect fields to remove them from the task.

Loads and target dates

This button allows you to add fields (if not already added):

  • LoadLoad
  • Start targetStart target
  • For theFor the

Document

This button is used to add a field (if not already added):

  • Attachment(s)Attachment(s)

It will also be possible to deselect fields in order to delete them.

Insert template attributes

This button is used to select a task template tasktask and insert the attributes added to the template the task. This button appears in the contextual menucontextual menu of a task.

Attributes

Provides access to the list of task attributes tasktask

Allows you to add the selected attributes to form creating/modifying a task task template .

Comments

Add

Once the comment has been written, this button is used to add the comment to the task.

🚦

Rights required : Creating a comment for a taskCreating a comment for a task

DeleteDelete

Allows you to delete a task comment.

It is possible to edit and delete a comment that you have written without having the required rights.

🚦

Rights required : Deleting a task commentDeleting a task comment

EditEdit

This button is used to edit a comment already added. Once you have made your changes, click on Confirm so that they can be recorded.

🚦

Rights required : Edit all task commentsEdit all task comments

Display and organization

Fold everything

This button allows you to collapse all lines: attributes in the task.

Unfold all

This button allows you to expand all lines: attributes in the task.

FoldFold

Folds a break (depending on view settings)

UnfoldUnfold

Unfold a table row: display certain elements (depending on the grouping selected)

Management and monitoring

Visit

Allows you to view the task.

This button is only available for editing.

SeehistorySeehistory

Displays the list of changes made to this task by all users.

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

Share

Here are the fields found in this screen:

image

Allows you to distribute the task contacts by email. This button appears in the contextual menucontextual menu of a task

‣
Comments in the mailComments in the mail
‣
File in mailFile in mail
‣
Message in mail headerMessage in mail header
‣
Other CCOther CC
‣
CC recipientsCC recipients
‣
Other AOther A
‣
Recipients ARecipients A

Creation, modification, deletion, and backup

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.

DeleteDelete

Allows you to delete a task.

This button appears in the contextual menucontextual menu of a task.

🚦

Rights required : Delete a taskDelete a task

Attachments

Add a file

This action concerns the Attachment(s)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...

Add an attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to add a new line to the list of attachments, and therefore add a new file.

🚨

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.

Edit attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to change information about an attachment that has already been added.

This window will then appear:

Attachment editing window.
Attachment editing window.

You can therefore modify three fields concerning the attachment:

  • WordingWording
  • statusstatus
  • VersionVersion

Delete attachment

This action concerns the Attachment(s)Attachment(s) This button allows you to instantly delete the attachment.

batch edit tasks

By selecting several tasks in the task list, you can modify certain fields to save time.

🚦

Rights required : Modify a taskModify a task

💡

It is not possible to make mass changes to tasks if the view is set to the Kanban task board.

batch edit job form
batch edit job form

Here are the fields found in this screen:

‣
StatusStatus
‣
AssignedAssigned
‣
TransmitterTransmitter
‣
PriorityPriority
‣
Start targetStart target
‣
For theFor the
‣
task typetask type
‣
ProjectProject
‣
Insert template attributesInsert template attributes

RegisterRegister

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

Logo

Produced by Virage Group