In order to display tasks you have to do the following:
Select a tasks folder.
Select a view. The view defines the display of the tasks in the content area.
The List view displays the tasks in the form of a table.
How to display tasks as a list:Select a tasks folder in the folder tree.
In the
panel tab click on . If using the compact panel, click the panel entry .Result: The tasks are displayed as a list.
For each task a line with information in the form of icons or text is displayed in the list:
Column |
Information |
---|---|
Column 1, icon |
The entry is a task |
Column 1, icon |
The entry is a serial task |
Column 2, icon |
The entry is a private task |
Subject column |
The task's description |
Priority column |
The task's priority. The 3 levels of importance are indicated by different icons |
Starts at column |
The task's start date |
Due date column |
The task's due date |
% finished column |
The task's progress |
Last column |
The flag assigned to the task |
The list shows the following peculiarities:
Finished tasks are displayed in a pale color and are crossed out.
If the due date has passed the date is displayed in red.
By default the list is sorted by the
column. The column title is highlighted and arrow icon next to the column title indicates the sort order.To sort by a column click on the column title.
To change the sort order, click on the column title again.
Result: The sort order is changed.
Note: The first column cannot be used for sorting.
In the H split view the upper part of the overview window displays a list view of the tasks and the lower part displays all details of the selected task.
How to display tasks in the H split view:Select a tasks folder in the folder tree.
In the panel tab click . If using the compact panel, click the panel entry . Result: The overview window is split horizontally. The upper part displays a list view.
Select a task in the list view.
Result: The lower part of the overview window shows the following information for the selected task.
The
tab contains the following information:Subject, due date, status, priority, progress, and task creator.
Details like duration, costs, distance, billing information, companies, and reminders. Tip: With the or icon you can open or close the details page.
Comments for the task below the task details.
The
tab contains the names of the participants involved in the task.The
tab contains the list of task attachments.Tip: You can move the horizontal separator between the upper and lower parts.
Hovers are available in the H split and List view.
How to display a task in the hover:Let the mouse pointer hover over a task. After a short delay the hover will open. The
tab is displayed.To view further information click on another tab.
To close the hover move the mouse pointer out of the hover.
A task's hover shows the following information:
The
tab. It contains:The tasks module icon.
The subject and progress for the task.
The icons for private task, serial task, and for the task's priority.
The task's start and due date.
A colored icon for each assigned category
The comments for the task. Depending on the comment's length a scrollbar is displayed.
The
tab. The number in brackets displays the number of participants. The tab contains:The names and the confirmation status of the participants. If a participant accepted the name of the participant is displayed in green letters. If the participant declined the name is displayed in red letters.
The icons for changing the confirmation status.
The
tab. The number in brackets relate to the number of attachments. If the task contains attachments, the following elements are displayed for each attachment:File name, file size, and attachment type.
Icons for opening and saving the attachment.
You can do the following:
Open an attachment. Note: To open an attachment you might need additional software.
Save an attachment outside of the groupware.
Save an attachment in the InfoStore.
Open the task in the H split view.
Open the
tab.Select the attachment.
Decide on an action:
To open the attachment:
In the A system window opens. It shows the software used for opening the attachment. panel tab click . A system window opens. It displays the software used for opening the attachment. If using the compact panel, click the panel entry .
To open the attachment use the control elements in the system window.
To save the attachment:
In the A system window opens. panel tab click . If using the panel view, click the panel entry .
To save the attachment use the control elements in the system window.
To save the attachment to the infostore:
In the The panel tab click . If using the compact panel, click the panel entry . InfoStore item window opens. The attachment's file name is entered as the file name for the infostore item.
Information on creating infostore items can be found in 7.5: Creating an InfoStore item.
Tip: You can also open or save an attachment by using the respective icons in the task's hover.