Tasks

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Table of contents

List of project tasks

The list of project tasks is displayed in two ways, depending on the 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

List of tasks Your tasks

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A task cockpit is available if the view Project header a été configurée en ce sens. Le cockpit sera rouge si des tâches sont en retard, vert si des tâches sont en cours mais pas en retard et gris si toutes les tâches sont terminées Le calcul est réalisé en fonction du pourcentage de tâches en retard et de tâches en cours (non en retard) : < 10% ➡ green | between 10% and 20% ➡ yellow | >20% ➡ red

Classic task list

Project task list screen

This screen is managed by the view List of project tasks

General actions

Add ➡️ task creation

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

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

task;

Filter ➡️ Filter task list

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.
Insert template tasks	Allows you to insert Project selected from the list. Rights required : Insert template tasks Add a task Using templates in projects Only project templates with the theme task activated are proposed. Phase/milestone dependencies are included if they already exist in the project. If they do not exist, then the task is inserted without the dependencies established in the template. In this case, a message informs the user. Theaction returns an information message with the number of tasks inserted.
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

Task list: Kanban board

Screen listing project tasks in Kanban board format

Filter the list of tasks in the project

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You can filter this list of project tasks using the

task or filter criteria :

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

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You can quickly modify all the elements of a task without consulting it - except for the project label.

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.
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 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.
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

Creating and modifying a task

The creation and duplication forms are similar.

task modification form

Creation actions

Apply

Modification actions

Apply

Seehistory

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Rights required :

Add a task (creation)
Modify a task (modification

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: 500MB for each document added. ErrorMessage displayed: File "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/YY HH:MM
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 when modified.
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.