Tasks

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Table of contents

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 List of tasks and Your tasks

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Un cockpit tâches est disponible si la vue 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 ➡️ Creation of task

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	Return to a standard view to-do list.
Export	Used to export the task list. The attributes displayed are those set at view (break or not...) The file is directly downloaded and named `EXPORT-DATE.xlsx` 🚩 This button appears in the contextual menu non-Kanban task list.
Insert tasks for a template	Allows you to insert Project selected from the list. Rights required : Insert tasks for a template Add a task Using templates in projects Only project templates with theme task enabled are proposed. Phase/milestone dependencies are included if they already exist in the project. If they do not exist, then task is inserted without the dependencies established in template. In this case, message informs the user. Theaction returns a message with the number of tasks inserted.
Edit	Allows quick editing of task attributes (text, date...) Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears when hovering over a task
Edit	Go to form to modify a product. task Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears on contextual menu of a task
Duplicate	Accesses form for duplicating a task 💡 The forms for creating task and duplicating task are similar. Rights required : Add a task 🚩 This button appears on contextual menu of a task
Add a task girl	Adds a task : the task selected will appear as the task parent of the new task daughter. Rights required : Add a task 🚩 This button appears on contextual menu of a task
Delete	To delete a task already created Rights required : Delete a task 🚩 This button appears on 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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This list of project tasks can be filtered using the

task or filter criteria :

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

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Il est possible de modifier rapidement tous les éléments d'une tâche sans la consulter - sauf le libellé projet

Name	Description
Full screen	Display task list in full screen mode
Exit full screen mode	Return to a standard view to-do list.
Add a task	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 : 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	Go to form to modify a product. task Rights required : Modify a task or View and modify your tasks (sender, assigned, participant) 🚩 This button appears on contextual menu of a task
Add an assignee	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 : Modify a task or View and modify your tasks (sender, assigned, participant)
Delete	To delete a task already created Rights required : Delete a task 🚩 This button appears on contextual menu of a task

Creating and modifying a task

The creation and duplication forms are similar.

form modification of a task

Creation actions

Apply

Save

Modification actions

Apply

Save

See the history

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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 is used to add a new line to the list of attachments at task, and therefore to add a new file. 🚨 A maximum size is imposed for security reasons: 500MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/AY 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 labelled "Document 123", you will be able to upload a file called `.pdf`, `.html`, `.docx`, `.png`, `.bmp`, `.gif`, `.xls`, `.xlsx`, `.txt`... 🚨 A maximum size is imposed for security reasons: 500MB for each document added Message error message displayed: file "XXX.xxx" (x GB) exceeds maximum size allowed (500.00 MB) DD/MM/AY HH:MM
Delete	To delete a task already created Rights required : Delete a task 🚩 This button appears on contextual menu of a task
Insert template	This button is used to select a template . task task and insert the attributes added at template into task. 🚩 This button appears on the contextual menu of a task on modification.
Visit	To view the task 🚩 This button is only available for editing.
Share	Send task to contacts by e-mail
Members	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.
Dependencies	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.
Charges and dates target	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.
Attributes	This button lets you add task These attributes must be added to a template . task task You can then select a template this buttonand the attributes will be added to the task currently being created. You can also deselect attributes to remove them from 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 task.
Add	Once the comment has been written, this button is used to add the comment to 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 `Validate` so that they can be registered Rights required : Modify all comments in a task 💡 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 : Removing a comment from a task 💡 It is possible to modify and delete a comment of which you are the author without having the required rights.