List of project tasks
The list of project tasks is displayed in two different ways at view :
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.
All platform tasks can be viewed
A list of exchanges can be viewed on the home pages and project summary sheets via the blocks 
💡A cockpit tasks is available if the view 
Classic task list
This screen is managed by the view 
General actions
Modify en masse (multi-task selection) ➡️ batch edit tasks
Delete a task
task;
Rights required
| 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 you to insert | |
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 : |
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Task list: Kanban board
Filter the list of tasks in the project
task or filter criteria :Click on 
💡 It is possible to quickly modify all the elements of a task without consulting it - except for the project label.
| Name | Description |
|---|---|
Display task list in full screen mode | |
Return to a standard view to-do list. | |
This button, located at the top of a kanban board column, lets you quickly add a task by simply entering the name and date ofdeadline.
The task can then be found directly in the right column (depending on the view settings: right status, right priority, right type...).
Rights required : | |
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 : |
Creating and modifying a task
🚩 The creation and duplication forms are similar.
Creation actions
Rights required (creation)
Modification actions
Rights required (modification)
| 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 : |
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Field | Functional information |
The subject is the title of task It must be clear and use the right keywords. | |
This is the project to which the task will be attached.
If you are already in a project and wish to add a task, this field will already be filled in with the project name. | |
The task type can be used to categorize tasks, for example: administrative, project management, technical... | |
The task priority allows tasks to be categorized in a different way, so that high-priority tasks are completed before low-priority tasks. | |
The status of the task changes according to its completion: to be started, in progress, completed, archived... | |
This is the task start date.
By default, this is the time and date the task was created. | |
By default, this is the user who created task. However, this can be changed to select another user.
The right Using users may be required to make a modification. | |
This field is used to select a user who will perform the task. Sender and assignee can be the same person.
💡 Tasks assigned to the logged-in user can be viewed via  My tasks
The right Using users may be required to make a modification. | |
This field is used to select users and mark them as participants in task. It will be easy to share task with the list of participants.
The right Using users may be required to make a modification. | |
This field is used to select another task which will be related to the task. It is possible to link a daughter task to a phase or a milestone, different from the parent task . | |
This field is used to select a milestone or a phase for which the task will be associated. It is possible to link a daughter task to a phase or milestone, different from the parent task .
When thedeadline date of the task is selected, and you choose a phase/milestone whose dates do not include that of the task,
you will receive a warning : "Thedeadline date of task is not included in the associated phase ". | |
This field is used to select a risk already added to the project and associate it with task.  Risks | |
This field is used to declare a date target for the start of the task | |
This field is used to declare a deadline for completion of the task
When your phase/milestone is selected and you choose adeadline date for a task outside those of phase,
you will receive a warning : "Thedeadline date of the task is not included in the phase associated". | |
This field allows you to enter a load for the task : d/h for example.
This allows you to compare task with other tasks that would take more or less time and resources to complete. | |
The message corresponds to the text of the task, a rich type field. | |
This field is used to add a document to the task |
batch edit tasks
💡 Mass modification of tasks is not possible if the view display is set to Kanban task board
By selecting several tasks in the task list, you can modify certain fields to save time.
Actions
Rights required
Field name | Description |
This field is used to modify the status of tasks, which changes over time: to be started, in progress, completed, archived... | |
This field is used to select a user who will perform the tasks. The sender and assignee can be the same person.
💡 Tasks assigned to the logged-in user can be viewed via My tasks
The right Using users may be required to make a modification. | |
This field can be used to designate a user as the sender of tasks.
💡 Tasks assigned to the logged-in user can be viewed via My tasks
The right Using users may be required to make a modification. | |
This field is used to change the priority of tasks: categorize tasks and perform high-priority tasks before low-priority tasks. | |
This field is used to declare a date target for the start of tasks. | |
This field is used to declare a deadline for the completion of tasks.
When your phase/milestone is selected and you choose adeadline date for a task outside those of phase,
you will receive a warning : "Thedeadline date for task is not included in the associated phase ". | |
This field is used to select another task , which will be the parent of the modified tasks. | |
The task type can be used to categorize tasks, for example: administrative, project management, technical... | |
This is the project to which the tasks will be attached. | |
This field is used to select a milestone or a phase for which the task will be associated.
When thedeadline date of the task is selected, and you choose a phase/milestone whose dates do not include that of the task,
you will receive a warning : "Thedeadline date of the task is not included in the phase associated". | |
Select a template from task and add the attributes (not filled in) to the modified tasks.
Inserted attributes will be displayed |