Contextual Help - My Tasks

The My Tasks window shows all your tasks, for all projects you are assigned to. By default, this window will display all your incomplete tasks for all assigned projects both as an assigned user and as a reviewer.

The My Tasks window includes 5 elements: the title bar, the search bar, the quick action drop-down list and the task list. 

  • The title bar tells you where you are in AceProject.
    • 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 filter which tasks to display, in accordance with 3 criteria:
    • The first filter displays all your assigned projects. You can decide to display all tasks of all your assigned projects or all tasks of a particular project.

    • The second filter lets you choose whether you wish to display Incomplete Tasks Only, Completed Tasks Only or both.

    • The third filter lets you decide if you wish to display the tasks you created, the tasks you are assigned to or reviewer on. Several combinations are available.

    • Note that the filters you will apply will be remembered every time you will open the current page.

  • The quick action drop-down list is useful to add a task quickly in the project of your choice. Simply choose among your assigned projects in the drop-down list.
    • If you do not have the necessary access rights (level C1) for at least one project, you will not see this box.
  • 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. 
    • 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.
    • Click the project name to open the project and display the "incomplete tasks" page. Note that you must have the proper access rights to open the project.
       

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? 
From the quick action drop-down list, simply choose a project among your assigned projects. You will be redirected to the "Edit Task Information" page.

How do I visualize or modify a task? 
To visualize or modify a task, click on the task summary. You will be redirected to the Edit Task Information page.  You must have 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 3 basic criteria, one at a time or combining several.  

How do I sort tasks? 
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. 

Where are my completed tasks?
All you need to do is set the second filter in the search bar to Completed Tasks, then click on "Apply filter". The "My Tasks" window will display only your completed tasks.


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