Sort

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.

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 from the classic task list.

Exit full screen mode

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

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.).

Duplicate

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 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 .

This button appears in the contextual menu of a task.

Insert tasks from a template

Allows you to insert Project selected from the list.

Only project templates with the theme task activated are offered. Dependencies on phases/milestones are included if they already exist in the project. If they do not exist, then the task inserted without the dependencies established in the template. In this case, a message user.

action an message with the number of tasks inserted.

Edit

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

Edit

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

Modify en masse

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

Delete

Allows you to delete a task.

This button appears in the contextual menu of a task.

Mass deletion

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

Delete

Allows you to delete a task.

This button appears in the contextual menu of 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.).

Filter

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.

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.

Edit

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

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.

Full screen

Displays the task list in full screen mode.

Exit full screen mode

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

Members

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

• Transmitter
• Assigned
• Participants

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 phase
• related task
• associated 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):

• Load
• Start target
• For the

Document

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

• 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 task and insert the attributes added to the template the task. This button appears in the contextual menu of a task.

Attributes

Provides access to the list of task attributes task

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

Add

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

Delete

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.

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 recorded.

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.

Fold

Folds a break (depending on view settings)

Unfold

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

Visit

Allows you to view the task.

This button is only available for editing.

Seehistory

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:

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

‣

Comments in the mail

This field lets you choose whether to include comments fromexchange your email. You can choose between: No comment, Last comment and All comments.

‣

File in mail

If this box is checked, the attachments will be included in the email

‣

Message in mail header

This field is used to enter text that will be displayed in the e-mail header, such as a comment.

‣

Other CC

Enter an email address to send the task someone outside the app as a carbon copy.

A ; must be added between each email address.

‣

CC recipients

You can select or search for users so that the task is sent task via email as a carbon copy. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

‣

Other A

Enter an email address to send the task someone outside the app.

A ; must be added between each email address.

‣

Recipients A

You can select or search for users so that the task can be sent task via email. The contextual menu This field makes it easier to select recipients:

• Transmitter
• Participants
• Depending on their role (Roles)
• Delete all allows you to remove all recipients.

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.

Register

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

Delete

Allows you to delete a task.

This button appears in the contextual menu of a task.

Add a file

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...

Add an attachment

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

Edit attachment

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

This window will then appear:

You can therefore modify three fields concerning the attachment:

• Wording
• status
• Version

Delete attachment

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

Register

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