List of project tasks
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.
It is possible to view all tasks on the platform via Tasks, all tasks in a project via
Tasks, or my tasks
My tasks
It is possible to display tasks in dashboard blocks dashboardList of tasks
Your tasks
The list of project tasks is displayed in two ways, depending on the view :
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
This screen is managed by the view List of project tasks
Display
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.
Displays the task list in full screen mode.
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.
Returns to a standard view of the to-do list.
Creation
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
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.
Rights required : Add a 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.
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.
Rights required : Insert template tasks
Add a task
Using templates in projects
Modification and deletion
Allows you to quickly edit task attributes task text, date, etc.) This button appears when you hover over a task.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Accesses the task modification form
This button appears in the contextual menu of a task
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Allows you to modify various information about tasks. Tasks - batch edit tasks
Rights required : Modify a task
Allows you to delete a task.
This button appears in the contextual menu of a task.
Rights required : Delete a task
Allows you to delete multiple tasks at once by selecting them.
Rights required : Delete a task
Task list: Kanban board
Allows you to delete a task.
This button appears in the contextual menu of a task.
Rights required : Delete 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
You can quickly modify all the elements of a task without consulting it - except for the project label.
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.
Click on Register to apply the filter and
Close to return to the list.
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)
Allows you to modify a task. This button appears in the contextual menu of a task.
Rights required : Modify a task or
View and modify your tasks (sender, assigned, participant)
Display
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.
Displays the task list in full screen mode.
Returns to a standard view of the to-do list.
Creating and modifying a task
The forms for creating, duplicating, and modifying are similar.
Rights required :
Add a task (creation)
Modify a task (change)
Here are the fields found in this screen:
Fields and structure of the task
This button adds two fields (if not already added):
It will also be possible to deselect fields in order to delete them.
This button is used to add a field (if not already added):
You can also deselect fields to remove them from the task.
This button allows you to add fields (if not already added):
This button is used to add a field (if not already added):
It will also be possible to deselect fields in order to delete them.
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.
Provides access to the list of task attributes task
Allows you to add the selected attributes to form creating/modifying a task task template .
Comments
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
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.
Rights required : Deleting a task comment
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.
Rights required : Edit all task comments
Display and organization
This button allows you to collapse all lines: attributes in the task.
This button unfolds all lines: attributes in theexchange
Management and monitoring
Displays the list of changes made to this task by all users.
Stocks are sorted from the most recent to the oldest date.
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
Creation, modification, deletion, and backup
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.
Validates your changes. This may redirect you to the previous page on some screens.
Allows you to delete a task.
This button appears in the contextual menu of a task.
Rights required : Delete a task
Attachments
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...
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.
A maximum size is imposed for security reasons: 10MB for each document added. Error Message displayed: The file "XXX.xxx" (x GB) exceeds the maximum size allowed (10.00 MB) DD/MM/YY HH:MM. This is a server configuration setting, default: 10MB.
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:
This action concerns the Attachment(s)
This button allows you to instantly delete the attachment.
batch edit tasks
By selecting several tasks in the task list, you can modify certain fields to save time.
Rights required :Modify a task
It is not possible to mass-modify tasks if the view is set to Kanban task board.
Here are the fields found in this screen:
Validates your changes. This may redirect you to the previous page on some screens.