Contextual Help - Task Types (Edit Project Information)

The Task Types tab is where you create categories for tasks. A task type can be an improvement, correction, modification, addition, issue, bug, etc. It is used to classify tasks for easier management.

This tab has 3 parts: The title bar, the navigation tabs and the
list of task types.
  • The title bar tells you where you are in AceProject. At the end of the title bar you will find the link to add a task type as well as the contextual help. 
  • The Navigation Tabs lets you to reach specific project parameters such as task statuses or task types. Click on the tabs to reach a specific configuration page.
  • The List of Task Types displays all task groups for the project, along with their order number and their description. 
    • The "Project Number" row shows the current project's number. Click it to display the basic project parameters.
    • The "Project Name" row shows the current project's name. Click it to display that project's task list.
  • You can sort the list by clicking on any column header: click once to sort in ascending order and twice to sort in descending order.  
  • Click on the type's name to make changes to it or delete it. There must be no task associated to a type in order to delete this task type.
    • If you want to have a name without letters or numbers, you can simply type a period (.) or n/a.
    • You must type a number in the "Order" field. Letters are not accepted.
  • You can choose to reset the order of your task types alphabetically. For example:

    Original:
    Improvement  1
    Addition  2
    Bug 3

    Task types set to alphabetical order:
    Addition 1
    Bug 2
    Improvement 3

What is a task type?
A task type can be an improvement, correction, modification, addition, issue, bug, etc. It is used to identify and associate tasks for easier management.

How do I add a task type?
To add a task type, click the "Add a Task Group" link. Then, fill out the mandatory fields and click the "Save" button. 

How do I modify a task type?
To modify a task type, click on the task type name, make your changes and then click the "Update" button. 

How do I delete a task type?
To delete a task type, click on the task type name, click the "Delete" button. Note that no task must be associated to a type in order to delete this type.

What is the order?
The order number indicates the display order of items in a list or in a drop-down list. For example, when creating a new task, the order in which your statuses will be displayed in the drop-down list will follow what you configured in the "Edit Project Information" page. 


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