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Task

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Location: View arrowrgray Project/Nonproject task arrowrgray Task

 

Overview:

Through this menu, it is possible to view all nonproject and project tasks (SE Project) created in the system, regardless of their status. Through the field located in the upper right part of this menu, it is possible to alter the search view between:

Summary: The tasks added to the system and the information related to their execution deadline are displayed.

Details: The tasks added to the system and the information related to their execution deadline, cost and allocated resources are displayed.

 

Specific buttons:

view

Click on the arrow next to this button and select the desired option to view the object data (nonproject or project tasks) or to view the project data. Select the desired record before clicking on this button.

gantt_chart

Click on the arrow next to this button and select the desired option to access the SE GanttChart or schedule of the project to which the task selected in the list of records belongs. Note that these options will be available for viewing only.

bi

Click on the arrow located next to this button to use the Analytics resource to analyze the search result.

report_config

Click on the arrow next to this button to configure and issue the desired task and nonproject tasks monitoring reports. This button also allows exporting the list of records displayed on the main screen to an Excel file, configuring a new report or associating an existing report, and it also searches for the parameters that may be used in the configuration of new reports.

3_quadrants

Click on this button to change the main screen layout to three quadrants. When selecting this option, the third quadrant will display the details about the task selected in the list of records in the second quadrant.

2_quadrants

Click on this button to change the main screen layout to two quadrants.

 

Use the following filters to find the records you wish by using specific information. To use such filters, go to the Search filters panel and click on the addfilter button to add filters.

 

For further details about the "Search panel" and other view operations, refer to the "User guide arrowrgrayy Views" section.

 

hmtoggle_arrow1Favorites
hmtoggle_arrow1Task
hmtoggle_arrow1Project
hmtoggle_arrow1Request
hmtoggle_arrow1Task period
hmtoggle_arrow1Project period
hmtoggle_arrow1Meeting
hmtoggle_arrow1Cost/Revenue
hmtoggle_arrow1Result
hmtoggle_arrow1Customer
hmtoggle_arrow1Risk
hmtoggle_arrow1Planning/tracking attributes
hmtoggle_arrow1Execution attributes
hmtoggle_arrow1Project attributes
hmtoggle_arrow1Verification attribute
hmtoggle_arrow1Display planning/tracking attributes
hmtoggle_arrow1Display execution attributes
hmtoggle_arrow1Display verification attributes

 

After you complete the necessary filters, click on the SEARCH button on the Search filters panel or press ENTER on the keyboard to perform the search. The result will be listed on the right side of main screen.