Contextual Help - Administration: 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 all his/her assigned projects. By default, this report shows all incomplete tasks for all projects.

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 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 which project type, project, status, creator, assigned and/or reviewer user you want to display tasks, then click on "Generate Report". AceProject will search in the creator, assigned and reviewer fields, then display tasks corresponding to your search. 

  • The Report table displays all items that correspond to your search. 
    • The table displays the Project, 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 a project name to open its incomplete tasks list.
    • 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 incomplete tasks for all projects.

 


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