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
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
This screen is managed by the view List of project tasks
General actions
Modify en masse (multi-task selection) ➡️ batch edit tasks
Mass deletion (multi-task selection) Rights required :
Delete a task
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 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 : |
Task list: Kanban board
Filter the list of tasks in the project
Click on Save to apply the filter and
Close to return to the list.
Il est possible de modifier rapidement tous les éléments d'une tâche sans la consulter - sauf le libellé projet
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
Modification actions
Rights required :
Add a task (creation)
Modify a task (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 : |
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 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 :