6.4. Viewing tasks

In order to display tasks you have to do the following:

6.4.1. Displaying the List view

The List view displays the tasks in the form of a table.

How to display tasks as a list:
  1. Select a tasks folder in the folder tree.

  2. In the View panel tab click on List. If using the compact panel, click the panel entry View > List.

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 group 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 Due date column. The column title is highlighted and arrow icon next to the column title indicates the sort order.

How to change the sort order:
  1. To sort by a column click on the column title.

  2. 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.

6.4.2. Displaying the H split view

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:
  1. Select a tasks folder in the folder tree.

  2. In the View panel tab click H split. If using the compact panel, click the panel entry View > H split. Result: The overview window is split horizontally. The upper part displays a list view.

  3. Select a task in the list view.

Result: The lower part of the overview window shows the following information for the selected task.

  • The Overview 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 Participants tab contains the names of the participants involved in the task.

  • The Attachments tab contains the list of task attachments.

Tip: You can move the horizontal separator between the upper and lower parts.

6.4.3. Displaying hovers

Hovers are available in the H split and List view.

How to display a task in the hover:
  1. Let the mouse pointer hover over a task. After a short delay the hover will open. The General tab is displayed.

  2. To view further information click on another tab.

  3. To close the hover move the mouse pointer out of the hover.

A task's hover shows the following information:

  • The General 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 Participants 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 Attachments 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.

6.4.4. Opening or saving attachments

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.

How to open or save a task's attachment:
  1. Open the task in the H split view.

  2. Open the Attachments tab.

  3. Select the attachment.

  4. Decide on an action:

    • To open the attachment:

      • In the Edit panel tab click Open attachment. A system window opens. It displays the software used for opening the attachment. If using the compact panel, click the panel entry Attachments > Open attachment. A system window opens. It shows the software used for opening the attachment.

      • To open the attachment use the control elements in the system window.

    • To save the attachment:

      • In the Edit panel tab click Save as. If using the panel view, click the panel entry Attachments > Save as. A system window opens.

      • To save the attachment use the control elements in the system window.

    • To save the attachment to the infostore:

      • In the Edit panel tab click Save to infostore. If using the compact panel, click the panel entry Attachments > Save to infostore. The 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.