Folder tree
Displays the tasks folders. Enables you to navigate the folder structure. In order to open the folder tree, click on the tool bar. Enable . Depending on the groupware configuration, the folder tree contains the following entries:
button in theMy tasks. Contains your personal tasks.
Public tasks. Contains tasks shared with all users.
Shared tasks. Contains tasks shared with you by other users.
The following functions are available:
Related topics
Information on folders can be found in Folders.
Instructions for frequently used actions can be found here:Navigating within the folder structure, Creating folders, Renaming folders, Moving folders, Deleting folders
Parent topic: The Tasks Components
Tool bar
Contains the following:
button. Creates a new task.
button. Edits a task's data.
button. Changes a task's due date.
button. Marks a task as done.
button. Deletes the tasks selected by you.
button. Opens a menu with checkboxes for controlling the view.
checkbox. Opens or closes the folder tree.
checkbox. Displays a checkbox next to each task in the list. This allows selecting multiple tasks to edit them at once.
Related topics
Instructions for the buttons and icons can be found here:Creating Tasks, Editing tasks, Changing a task's due date, Marking tasks as done, Deleting tasks
Instructions for the functions in the can be found here:Printing tasks, Moving tasks, Editing multiple tasks at once
Parent topic: The Tasks Components
List
Displays a list of tasks in the folder selected. The list contains the following entries:
The following details are displayed for each task: subject, status or due date, and the progress.
The text above the list contains the name of the selected folder. The number corresponds to the number of objects in the selected folder.
The following functions are available:
If clicking on a task, its content is displayed in the detail view.
You can select multiple tasks to edit them at once. To do so enable the checkboxes next to the tasks by enabling the
option from the drop-down in the tool bar.You can also use your system's multi-selection functions.
In order to select all contacts in the currently selected folder, enable the
checkbox above the list.If clicking the above the list, a menu opens that allows sorting tasks. You can also define in this menu whether tasks marked done are displayed.
Detail view
Shows the data of the task that you selected in the list. The detail view includes the following components:
Subject
A priority icon next to the subject, if available
iconTask's start date, if available
Status and progress
If the task has attachments, the names of the attachments are displayed.
Task's description, if available
If the task is a recurring task, recurrence parameters will be displayed.
Task's start date, if available
Task details like billing information, if available
If the task has several participants, the number of participants that accepted, declined or have not replied yet are shown on the top right side above the list of participants. In order to filter the list of participants, click the icons.
Names of the participants, if they exist. If clicking on a name, a pop-up opens. It displays information about the contact.
The person's contact data.
If you exchanged E-Mail messages with this person, they are displayed below Recent conversations.
If you have appointments scheduled with this person, they are displayed below Shared appointments.
Information about this person from social networks. You can use the available buttons to open this person's profile.
If clicking on an appointment or an E-Mail, an additional pop-up opens.
Depending on the groupware configuration, a coloured dot next to the name indicates the Messenger status of the participant.
If the appointment includes external participants, their names are displayed below External participants.
View for creating or editing
When composing a new task or editing an existing task, the following elements are displayed on a new page.
button. If clicking on this button, the current task data is saved and the editing page is closed.
button. In order to cancel the creation or editing, click on this button.
input field. Enter the subject in this field. The subject is displayed as task title in the views.
input field. You can enter a description for the task in this field.
button. Displays additional input fields.
and input fields. Defines the start and the due date. If clicking on it, a dialogue for selecting the date opens.
If the
checkbox is disabled, you can set start and due times.checkbox. Enable this checkbox if the task is to last the entire days.
drop-down menu. Defines when to be reminded of the task's due date by an entry in the info area. You can also set a date and time for the reminder in .
drop-down menu. Defines the task's status. You can also enter a percentage value for the task completion in .
drop-down menu. Defines the task's importance.
checkbox. Enable this checkbox if other users are not to see the task's subject and description.
input field. Enter the names of the participants that are to take part in the task in this field.
button below . Click on this button to attach one or several files to the contact data.
button. If clicking on it, additional data fields are displayed where you can enter billing details like estimated costs, actual costs or billing information.
Related topics
This view is used for the following actions:Creating Tasks, Editing tasks
Parent topic: The Tasks Components