The Task tab shows all available data for this task.
This window has 2 parts: a title
bar and the navigation tabs.
- The
title bar tells you where you are in AceProject. At the end of the title bar you will find
links to the contextual help, to add a new task, to open or
close a time counter, to move/copy a task, and to a printer-friendly version of the page.
- The Task tab shows your tasks' data.
Information is organized in six groups: General, Assignment,
Project, Progress, Configuration, Dates, and Review.
- Fields in bold
with an asterisk* are
mandatory.
- Fields with editable properties have a property icon
next to them (
). Click on the icon to reach the "Edit Project Information"
page and make changes to your project parameters. Only
administrators and project managers will see this icon.
- The "General" group contains basic information about the
task.
- Task numbers may be integers or decimal numbers. You can use decimals to simulate dependencies between tasks.
- Estimated hours is the planned length of time required
to complete the task.
- The task Summary is a short description of what needs
to be done.
- The Details text box should contain a comprehensive
description of the task to perform. There is no limit to the
amount of information you can enter.
- The "Assignment" group displays the user(s) who will
perform the task.
- You can assign several users to the same task.
- You can change the assigned user(s) at any time by
clicking on the Assignment
tab.
- The assigned user can enter information about the task and its
progress.
- There is no limit to the amount of information you can type.
- These comments are automatically transferred to the Comment
Thread group.
- The Review group concerns the user(s) who will check the
task to make sure it has been completed correctly.
- There can be several reviewers for the same task.
- You can change the reviewer(s) at any time by clicking
on the Assignment tab.
- The reviewer can enter information about the task and its
progress.
- There is no limit to the amount of information you can type.
- These comments are automatically transferred to the Comment
Thread group.
- The Comment Thread group displays all comments types in
the Assignment and Review groups, in a discussion format.
- By default, comments are in reverse chronological order, meaning
the most recent change is at the top of the list.
- You can sort the comments by clicking on the column headers.
- The Project group displays the project name and number to
which this task belongs.
- The Progress group displays the task's advancement.
- If you set a task's status to
completed, it will be moved to the Completed Tasks page and its %
Done field will be changed to 100%. You can create more than
one "completed" status (for example: cancelled, completed,
history, closed, etc.). Add task statuses in the project
configuration page.
- Change the % Done figure as you get farther ahead in
performing the task.
- Actual Hours is automatically filled in from all time
sheet items that refer to this task. You can click on the
number of hours to automatically generate a time report for
this task.
- Actual % done is based upon the division of actual hours by
estimated hours. The % done can be higher than 100% if the total of
actual hours is higher than estimated hours.
- The Dates group contains time-sensitive information.
- Click on their respective
button to change the
Start and Due dates.
- The Start and Due dates must be within the beginning and
end dates of the project.
- The Last Update field reflects the last change to any
field in the task, including file attachments (new and
deleted files) and user assignments (new and removed
assignments).
- To save your changes:
- If you are modifying an existing task:
- Check the "Do not send email notification" box to avoid
sending an email if the update does not warrant it.
- Click on the "Update" button to save your changes.
- Click on the "Update + Assignment" button to save your
changes and go to the Assignment tab.
- Click on the "Delete" button to remove the task from the
project. This also deletes the files associated with this
task.
- Click on the "Back" button to return to the Tasks page
without saving anything.
- If you are adding a new task:
- Click on the "Save" button to save your changes.
- Click on the "Save + Assignment" button to save your
changes and go to the Assignment tab.
- Click on the "Back" button to return to the Tasks page
without saving anything.
- The Assignment tab
shows which users are assigned or reviewers on the task.
- The File Attachments
tab shows all files attached to this task. Attachments can be documents, screen captures or any other file format. Click on the
this tab to visualize all files attached or upload a new file to this task.
- The Dependencies tab displays all relationships between this
task and other project tasks.
- The History Trail tab
displays all changes to your task since its creation.
Why can't I modify all the fields in my
task?
There are two situations where you may see a read-only task page:
-
Your access rights may prevent you from making any or some changes in a
task. Ask your project manager or administrator to increase
your access rights. Click here
for more information about access rights.
-
The task you are trying to change is closed.
This means you cannot make changes to it unless you reopen it. To
reopen a closed task:
-
Go to the Completed Tasks page.
-
Check the task.
-
Choose its new status from the drop-down
list in the task status bar at the bottom of the table.
-
Click "Apply".
How is the task number generated?
The task number is automatically generated upon its creation,
but you can type in a different number if you want to. Each
project has a parameter that indicates the next task's number.
This number is incremented automatically upon each new task. Only
the administrator and the project manager can modify the number of
the next task.
How do I save a task?
To save a task, click on the "Update" button. The mandatory fields
must be filled for the task to be saved. You must have proper
access rights to be able to modify a task.
How do I delete a task?
To delete a task, click on the "Delete" button. Once confirmed,
the task will be deleted. You must have proper access rights to be
able to delete a task. You cannot delete a task that has
attached files of time sheets associated to it. You must first
delete all associated files and time sheets, then delete the task.
It is easier to create a task status such as "Cancelled" or
"Deactivated" than to delete a task.
***If you delete a completed task, you will also delete all its
attached files.***
How do I cancel changes to a task?
To cancel changes to a task that were made prior to saving it,
click on the "Back" button. You will be redirected to
the Tasks page and your changes will not be saved.
What is % Done?
A task's % Done indicates its advancement. During the completion
stage, the user modifies this parameter to reflect how much work
has been done.
What is actual % done?
Actual % done is based upon the division of actual hours by estimated
hours. The % done can be higher than 100% if the total of actual hours is
higher than estimated hours.
What is estimated hours?
This field indicates the estimated number of hours a user will
need to complete the task.
What is actual hours?
Actual hours corresponds to the number of hours filled in the time
sheets for this specific task. This only includes
time sheet items with
in progress,
submitted and approved status. Rejected time is not included
in the computation.
AceProject won't let me set the task's
dates.
AceProject checks the task's dates against the project's start
and end dates. If you set a task's dates outside of that scope,
AceProject will give you an error message and let you know the
earliest or latest date available for the project.
How do I attach a file?
Click on the File Attachments tab. You must have proper access rights to
be able to modify a task. For more information about
file attachments, click here.
How can I print a task?
To open a printer-friendly version of a task, click on the "Printer
Version" link at the right of the title bar.
Why can't I save my changes to a task?
"This task has just been modified by another user" error
message.
Sometimes, 2 users open the same task at the same time and attempt
to make changes to it simultaneously. The system will only accept
the first save and tell the second user that the task has been
modified by another user. To make your changes, simply close the
task and open it again, then make your changes and save
them.
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