Contextual Help - Incomplete Tasks

The Incomplete Tasks window displays only tasks that have a status different than completed. If you need to look at completed tasks, click on the Completed Tasks link the navigation bar to the left of your window. 

This window includes 4 elements: a title bar, a search bar, a task list, and a quick task open box. 

  • The title bar tells you where you are in AceProject. 
    • The Add a Task link allows you to create a new task in the current project. Note that you must have the proper access right to create new tasks.
    • The Search link lets you perform a search based on text content. The search is made within 3 description fields: Summary, Details and Comment Thread.
    • 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 list of tasks 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 Show/Hide Columns link opens a window that allows you to decide which columns will be displayed in the task list. Note that this option will set columns for the "My tasks", "Incomplete Tasks" and "Completed Tasks" pages as well.

    • At the end of the title bar you will find the link to contextual help.
    • The title bar will also display the total number of tasks that fit the search criteria chosen. 
  • The search bar lets you select which tasks to display, much like a filter.
    • Simply choose the task group, status, type, priority and/or assignee, and click Apply Filter.
    • You may select one or more search criteria.
    • Note that the statuses drop-down list only contains statuses having either a "To Do" or an "In Progress" status type.
    • Note that the filters you will apply will be remembered every time you will open the current page.
  • The task list displays all tasks corresponding to your search criteria. 
    • 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.  
    • Task numbers may be integers or decimal numbers. You can use decimals to simulate sub-tasks.
    • You may click on any 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.
      • If there is a clock icon next to the task summary (), this means you have an IN/OUT item active for this task. Click the clock to edit your counter.
    • A page icon to the right of the task summary means that there is a file attached to it, while the number beside it tells you how many files are attached to the task. 
  • The Quick Task Open box lets you open a specific task directly. 
    • This avoids having to browse to the task you want.

What is a task? 
A task is an action a user must do within the framework of a project. A task is assigned to a user and must be completed within a certain time frame.  

How do I add a task? 
To add a task, click on the "Add a task" link on top 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. 

How do I modify a task? 
To modify a task, click on the task summary. You will be redirected to the "Edit Task Information" page. Simply make your modifications and click the "Update" button. You must have the proper access rights to be able to modify a task. 

How do I delete a task? 
To delete a task, click on the task summary. You will be redirected to the Edit Task Information page. Then, 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. 

How do I perform a search in the task list? 
A search bar is available at the top of the Tasks page. You can perform a search on 5 basic criteria, one at a time or combining several.  

How do I sort tasks? 
Tasks are automatically sorted in accordance with your preferences. Moreover, 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. 

How can I find a specific task? 
You can access a specific task by entering its number in the "Quick Task Open box" below the task list.

Where are my completed tasks? / I've lost a task! / A task has disappeared from the list!
Completed tasks are displayed in a separate window, to make task management easier. When you set a task's status to completed, it is automatically moved to the Completed Tasks page. To see your completed tasks, click on the Completed Tasks link on the left panel.  

I want to make a search on completed tasks. Where is the completed status?
You cannot choose a "completed" status as a search criteria because this page is for tasks that are incomplete. To see your completed tasks, click on the Completed Tasks link on the left panel.

 


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