Contextual Help - Task Report by User 

The Task Report by User is useful to search for a specific user's tasks; this report can display the tasks a user has created, is assigned to or reviewer on, in the current project.

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 correpsond 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 user 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 choose for criteria you want to display tasks, then click on "Apply Filter". AceProject will search in the Project Types, Projects, User Groups, Clients Status, Creator, Assigned User and Reviewer fields, and then display tasks corresponding to your search. 
  • The Report table displays all items that correspond to your search. 
    • The table displays the Task Number, Summary, Status, Creator, Assigned User and Reviewer.
    • 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.
    • 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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