Contextual Help - Task Report by Description

The Task Report by Description is used to perform a search based on text content. The search is made within 3 description fields: Summary, Details and Comment Thread.

This window has 3 parts: the title bar, the search bar and the report table. 

  • The title bar tells you where you are in AceProject.
    • At the end of the title bar you will find the link to contextual help, as well as the link to add a new task.
    • The Printer Version link opens a window that contains only the tasks that correspond to your search criteria. You can even choose the number of tasks per page.
    • The Export link opens a window that allows you to export the task report by description that is displayed on your screen. Exportation is available in two formats: CSV and Microsoft Excel. The following criteria can be set: Column Delimiter, Decimal Symbol and Date Format.
    • The title bar will also display your total number of tasks that correspond to your search. 
  • The search bar is used to filter the information you want in the report. 
    • Simply type in the text you are looking for and/or the task status, then click on "Generate Report"
    • AceProject will search in the four description fields and display tasks corresponding to your search, with the search item in red type
  • The Report table displays all items that correspond to your search:
    •  You can sort the table by clicking on any column header: click once to sort in ascending order and twice to sort in descending order. 
    • Click on the task summary to open it.
      • If there is a file icon next to the task summary (), this means there are file(s) attached to the task. Click on the file number to open the task's file attachment tab.

How do I add a task? 
To add a task, click on the "Add a task" link at right of the title bar. Then, fill out the mandatory fields and click on the "Save" button.  You must have proper access rights to be able to add a task. 

 


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