The display of tasks from your personal tasks folders as well as from public or other users' shared tasks folders is controlled via the views described below. These are available in the
panel section.The title bar of the overview window displays the current path to the folder you selected in the folder tree. You can navigate in the path by clicking on the underlined parts of the path.
The
view shows the tasks from the currently open tasks folder in a tabular display. The icons in the first column represent the task type (individual task or task series), while the key icons in the second column show whether tasks were marked as personal.Furthermore, you will see the subject, the priority, the start and end time, percent completed, and the assigned flags - flags are colorful icons for better differentiation of your tasks, e.g., for distinguishing tasks for customers from internal tasks. You can find further information about flags under the section called “Marking tasks with flags” in this chapter.
Individual tasks as well as instances of task series whose status is set to
(progress = 100%) are grayed out and crossed out in the table.If a task's due date has been exceeded the task is displayed in red.
For better organization you can sort the displayed tasks: according to the fields
, , , , or - either alphabetically or chronologically in ascending or descending order. The arrow at the column header of one of these fields indicates according to which field and in which order (ascending or descending) the currently displayed tasks are sorted.If you would like to change the sort order, for instance to show your tasks in descending order according to the
field, click on the title of the relevant column to choose this field as a sort criterion. Afterward you can either click on the column header again or click on the arrow in the column header to display the tasks in descending order.Defining the default viewYou can define the default view in which the Open-Xchange Server - either showing the view or the view discussed below. module should open after logging inMore information about defining the standard view of the the section called “Tasks module options” in the Settings chapter. module is available under |
The
view shows the tasks from the currently open tasks folder in a horizontally split display. The upper part of the view corresponds to an abbreviated list view where tasks and task series are displayed as in the view. When having selected a task from the list, you can then scroll up or down with the or key to select another task. The lower part of the view shows all information about the task selected in the upper part in tabs.In the the section called “Sorting tasks in the list view” of this chapter.
view you can also sort the display order of the tasks - as described in the sectionThe partitioning of the
view can be adjusted using the horizontal separation bar. You change the size of the sections by dragging the bar while holding the mouse button. The adjustment is saved with your current session.The
tab shows a summary of the main data of the selected task: Subject, priority, start and due date, status, the task's manager. With the icon further details like duration and cost can be displayed.The
tab shows all persons who are involved in this task. The information in the column allows you to see immediately which persons have already confirmed their participation in the task, who has accepted tentatively, who has refused, and from whom a relevant response is still required. If the participants have added a comment to their response, you can see it in the Comment column.Attachments are external files (for example, text documents with task specifications, spreadsheets with part lists, images, etc.) that can be saved along with the task data and are thus directly associated with the task. Section the section called “Adding attachments to tasks” in this chapter describes how you can associate attachments with a task.
The
tab lists all available attachments that are associated with the selected task. The tabular display of the attachments shows the filenames of the associated documents, their mime type as well as the file size in KB.If you want to open an attachment of the displayed task or save it to a file, you can do this via the functions
or in the panel section. Select the desired attachment from the list and then click on the appropriate function in the .An attachment is opened using the appropriate application: Spreadsheets are opened with your spreadsheet program, while text documents open in your word processing application. The same is true for other file types, of course. This browser behavior can be controled via the browser settings.
If you save an attachment, a copy of this file is downloaded from the server to your local hard drive or whatever other disk drive you specify as the download destination.
Saving an attachment into InfoStore generates a new object which is managed via Open-Xchange Server. This method has the advantage of giving you and other users access to this Info Item via the module. You can find more information about InfoStore and Info Items in the InfoStore chapter.
In order to store an attachment from a task in one of a personal or public InfoStore folder or another user's shared InfoStore folder (provided you have the right to create objects), select the desired attachment from the list and then click on the
function in the section of the panel.This opens the
window, where you can enter a description as well as further data (such as, for instance, an Internet address or notes) for the newly created Info Item, and select the destination folder. When you have entered all the data, click on the icon in the panel section to store the Info Item in the selected folder.Saving attachments as Items in InfoStoreIn order to be able to save attachments from tasks into InfoStore, you must have enough free storage capacity on the server. If the storage space assigned to you is used up, you cannot save any further attachments from tasks into InfoStore. The Open-Xchange Server provides information about your currently available storage space. on the of |