Contextual Help - Completed Tasks

The Completed Tasks window displays only tasks that have the completed status. If you need to look at tasks with another status, click on the Incomplete Tasks link on the left panel.

This window includes 4 elements: a title bar, a search bar, a quick action drop-down list and a task list. 

  • 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 chosen search criteria.
  • 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 a "Completed" status type.
    • Note that the filters you will apply will be remembered every time you will open the current page.
  • The quick action drop-down list lets you reopen a previously closed task. You can set the task's new status quickly:
    • Check the task(s) to reopen and choose the new status from the drop-down list.
    • Note that the assigned users, creator and reviewers may receive an email notifying them of the task's new status.
    • Note that it may not be possible to reopen a task if its successor task(s) are in progress or completed.
  • The task list displays all tasks corresponding to your search criteria. 
    • You can sort the task list 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.

Can I modify a "completed" task?
A "completed" task cannot be modified by any user unless you reopen it.

How can I reopen a task?
To reopen a "completed"  task, you must do the following:

  • Check the task you wish to reopen.
  • Choose its new status in the quick action drop-down list to complete the operation.
  • Note that it may not be possible to reopen a task if its successor task(s) are in progress or completed.

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 main window. 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 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 the 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.  

Can I have more than one "completed" status?
You can create more than one "completed" status (for example: cancelled, completed, history, closed, etc.). You can add task statuses in the project configuration page.

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. 

Where are my incomplete tasks? / I've lost a task! 
Incomplete tasks are displayed in a separate window, to make task management easier. When you change a completed task's status to another status, it is automatically moved to the Incomplete Tasks page. To see your incomplete tasks, click the Incomplete Tasks link on the left panel.  

I want to make a search on incomplete tasks. Where is the status search field?
You cannot choose a status different from "Completed" since this page is for completed tasks. To see your incomplete tasks, click the Incomplete Tasks link on the left panel.

 

 

 


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