Contextual Help - Task Overview Report

The Task Overview Report displays all task fields except the "Details" and the "Comments" fields.

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 overview report 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 the total number of tasks that correspond to your search. 
  • The search bar is used to filter the information you want in the report. 
    • Simply choose the task group, status, type, priority, creator, assigned user and/or reviewer for which you want to display tasks, then click on "Generate Report". AceProject will display tasks corresponding to your search. 
  • 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 number 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.
    • By default, this report will show all tasks for this project.

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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