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 different ways at view :
Il est possible de visualiser les tâches liées à un projet en particulier Tasks
Is it possible to view tasks and exchanges on a home page?
Why can't I see all the tasks in my table?
Classic task list
This screen is managed by the view List of tasks
General actions
Add ➡️
Tâches - Création et modification d'une tâche
Modify en masse (multi-task selection) ➡️ Tâches - Modification en masse de tâches
Mass deletion (Multi-task selection) Rights required :
Delete a task
Name | Description |
---|---|
Display task list in full screen mode | |
Return to a standard view to-do list. | |
Used to export the task list.
The attributes displayed are those set at view (break or not...)
The file is directly downloaded and named | |
Allows quick editing of task attributes (text, date...)
Rights required : | |
Go to form to modify a product. task
Rights required : | |
Accesses form for duplicating a task
💡 The forms for creating task and duplicating task are similar.
Rights required : | |
Adds a task : the task selected will appear as the task parent of the new task daughter.
Rights required : | |
To delete a task already created
Rights required : | |
Allows you to quickly add a task when you've just added a new one.
Rights required : |
Task list: Kanban board
Les cartes sont affichées progressivement dans chaque colonne à mesure qu'on fait défiler vers le bas.
Il est possible de modifier rapidement tous éléments d'une tâche sans la consulter (sauf le projet)
General actions
Add ➡️
Tâches - Création et modification d'une tâche
Modify en masse (multi-task selection) ➡️ Tâches - Modification en masse de tâches
Mass deletion (multi-task selection) Rights required :
Delete a task
Name | Description |
---|---|
Display task list in full screen mode | |
Return to a standard view to-do list. | |
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. | |
Go to form to modify a product. task
Rights required : | |
This button allows you to select a user and assign task with a single click.
A search can be performed, and the logged-in user selected.
If a user has already been assigned to task, you can delete the assignment via contextual menu .
Rights required : | |
To delete a task already created
Rights required : |
Filter the list of multi-project tasks
Click on Save to apply the filter and
Close to return to the list.
Les filtres tâches, filtres projet et les critères de filtres appliqués via l'action Filtrer sont cumulatifs.
Creating and modifying a task
The creation and duplication forms are similar.
Rights required :
Creation actions
Modification actions
Name | Description |
---|---|
This button folds all lines: attributes in the task | |
This button unfolds all lines: attributes in the task | |
Allows you to fold a table line: certain elements are not displayed (depending on the grouping selected) | |
Unfold a table row: display certain elements (depending on the grouping selected) | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
🚩 This action concerns the field | |
To delete a task already created
Rights required : | |
This button is used to select a template . task | |
To view the task 🚩 This button is only available for editing. | |
Send task to contacts by e-mail | |
This button is used to add two fields (if not already added): - Sender - Assigned - Participants You can also deselect fields to remove them from task. | |
This button is used to add fields (if not already added): - task parent - milestone or phase - associatedrisk You can also deselect fields to remove them from task. | |
This button is used to add fields (if not already added): - Load (d/h) - Start time target - For You can also deselect fields to remove them from task. | |
This button lets you add | |
This button is used to add a field (if not already added): - Attachment(s) You can also deselect fields to remove them from task. | |
Once the comment has been written, this button is used to add the comment to task.
Rights required : | |
This button is used to edit a comment already added.
Once you have made your changes, click on | |
This button is used to delete a comment that has already been added
Rights required : |
Voici les champs retrouvés dans cet écran :
batch edit tasks
Il n'est pas possible de modifier en masse des tâches si l'affichage de la vue est paramétré sur le tableau de tâches Kanban.
By selecting several tasks in the task list, you can modify certain fields to save time.
Actions
Rights required :
Voici les champs retrouvés dans cet écran :