Tasks

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Table of contents

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 :

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Tasks

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Is it possible to view tasks and exchanges on a home page?

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Why can't I see all the tasks in my table?

Classic task list

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

This screen is managed by the view List of tasks

General actions

Add ➡️ Tasks - Creating and editing a task

Modify en masse (multi-task selection) ➡️ Tasks - batch edit tasks

Mass deletion (Multi-task selection) Rights required : Delete a task

Filter ➡️ Tasks - Filter the list of multi-project tasks

Sort

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Rights required :

Name	Description
Full screen	Display task list in full screen mode
Exit full screen mode	Returns to a standard view of the to-do list.
Export	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 of the non-Kanban task list.
Edit	Enables quick editing of task attributes (text, date, etc.) Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears when hovering over a task
Edit	Accesses the task modification form Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears in the contextual menu of a task
Duplicate	Accesses the task duplication form 💡 task creation and task duplication forms are similar Rights required : Add a task 🚩 This button appears in the contextual menu of 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 task 🚩 This button appears in the contextual menu of a task
Delete	Used to delete a task already created Rights required : Delete a task 🚩 This button appears in the contextual menu of a task
Add a task to the beginning of the list	Allows you to add a task quickly when you've just added one quickly. Rights required : Add a task

Task list: Kanban board

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

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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).

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Rights required :

General actions

Add ➡️ Tasks - Creating and editing a task

Modify en masse (multi-task selection) ➡️ Tasks - batch edit tasks

Mass deletion (multi-task selection) Rights required : Delete a task

Filter ➡️ Tasks - batch edit tasks

Sort

Name	Description
Full screen	Display task list in full screen mode
Exit full screen mode	Returns to a standard view of the to-do list.
Fold	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.
Edit	Accesses the task modification form Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears in the contextual menu of a task
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 task or View and modify your tasks (sender, assigned, participant)
Delete	Used to delete a task already created Rights required : Delete a task 🚩 This button appears in the contextual menu of a task

Filter the list of multi-project tasks

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

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

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Task filters, project filters and filter criteria applied via the Filteraction are cumulative.

Creating and modifying a task

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The creation and duplication forms are similar.

task modification form

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Rights required :

Creation actions

Apply

Modification actions

Apply

Seehistory

Name	Description
Fold everything	This button folds all lines: attributes in the task
Unfold all	This button unfolds all lines: attributes in the task
Fold	Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected)
Unfold	Unfold a table row: display certain elements (depending on the grouping selected)
Delete attachment	🚩 This action concerns the field Attachment(s) This button instantly deletes the attachment attached to the task.
Edit attachment	🚩 This action concerns the field Attachment(s) This button is used to change information about the attachment already added.
Add an attachment	🚩 This action concerns the field Attachment(s) This button adds a new line to the task's list of attachments, thus adding a new file. 🚨 A maximum size is imposed for security reasons: 10MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (10.00 MB) DD/MM/YY HH:MM This is a server configuration setting, default: 10MB
Add a file	🚩 This action concerns the field 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`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/YY HH:MM
Delete	Used to delete a task already created Rights required : Delete a task 🚩 This button appears in the contextual menu of a task
Insert template attributes	This button is used to select a task template task and insert the attributes added in the template into the task. 🚩 This button appears in the contextual menu of a task
Visit	Consult the task 🚩 This button is only available for modification
Share	Allows the task to be distributed to contacts by e-mail
Members	This button adds two fields (if not already added): - Sender - Assigned - Participants You can also deselect fields to remove them from the task.
Dependencies	This button is used to add fields (if not already added): - parenttask - milestone or phase - associatedrisk You can also deselect fields to remove them from the task.
Loads and target dates	This button is used to add fields (if not already added): - Load (d/h) - target start - For You can also deselect fields to remove them from the task.
Attributes	This button lets you add task These attributes must be added to a task template task You can then select a template via this buttonand the attributes will be added to the task currently being created. It is also possible to deselect attributes to remove them from the task.
Document	This button is used to add a field (if not already added): - Attachment(s) You can also deselect fields to remove them from the task.
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 task 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.
Edit	This button is used to edit a comment already added. Once you have made your changes, click on `Confirm` so that they can be registered Rights required : Edit all task comments 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.
Delete	This button is used to delete a comment that has already been added Rights required : Deleting a task comment 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.