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
- 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"
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
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.