Chapter 5. Tasks

Table of Contents

Tasks Overview
List of all Tasks
Project Tasks
Global Tasks
Delegated Tasks
Tasks View
Creating a New Task
Standard Information
Task Details
Participants
Sequence
Searching for a Task
Changing a Task
Delegating a Task
Deleting a Task
Creating, Reading, Changing or Deleting Notes on a Task
Linking Tasks to other Objects
History
Task Attachments

You can use the tasks module to plan your activities in an organized manner. You can also create tasks and assign them to other users and groups. Different views are available to you as, for example, project tasks, delegated tasks, etc. You can assign a status to a task. Completed tasks are crossed out in the display. Tasks can also be directly associated with a project. Furthermore, as in the other modules you can add notes and links to every task. The following views and functions are available for the Tasks module:

Overview of different task types
Creating a new task
Changing a task
Forwarding a task
Deleting a task
Creating, reading, changing and deleting notes on a task
Linking tasks to other objects

Tasks Overview

Figure 5.1. Listing all your Tasks

Listing all your Tasks

From the overview of the tasks you can get views of different task types. The tasks shown here are all assigned to you. How many tasks are displayed on a page can be changed via the pull-down menu in the upper right-hand corner of the module. If you just want to see general tasks, project tasks or delegated tasks, switch to the desired view via the list fields in the upper margin. All lists work with the same type of navigation.

List of all Tasks

On this page you see an overview of all tasks assigned to you. All tasks are shown that have not been archived yet. In the second list field you can choose between different limited views within the view of all tasks:

A simple list
Active tasks
Next 7 days
Tasks past due
Delegated tasks
Finished tasks

Project Tasks

Other than general tasks, project tasks are tightly linked to a project. They are always created in the Tasks module, but they also appear under the associated project in the project overview. Otherwise this page is identical in its functionality with the page in which all tasks are listed. With the second list field you can limit this view further.

Global Tasks

Global tasks are tasks that were not associated to a project, but are instead of more general nature. It is irrelevant who has assigned this task to the user. Otherwise this page is identical to the list of all tasks. With the second list field you can limit this view further.

Tasks past their due date are highlighted in orange. You can change the sort order of the table by clicking one of the arrows (down for a descending sort order, up for ascending) next to the column headings. In order to specify how many tasks should be shown on a page, you can use the pull-down menu above the table. In order to reach the next/preceding pages, please use the blue arrows at the top of the page or you click directly on the desired page number. In order to see the details of a task, click on the name or the yellow arrow to the left of the task name.

Delegated Tasks

If you create a task and assign it to other persons or groups, the creator of this task will see is displayed as a delegated task. Otherwise this page is identical to the list of all tasks.