Contextual Help - History Trail Tab (Edit Task Information)

The History Trail tab displays all changes to a task since its creation. This is useful to pinpoint the date and user who made each modification and eliminate confusion and conflicts related to unexpected changes.

This window has 2 parts: a title bar and the navigation tabs.   
  • The title bar tells you where you are in AceProject. At the end of the title bar you will find links to the contextual help, to add a new task, to open or close an IN/OUT work item, to move/copy a task, and to a printer-friendly version of the page.   
  • The Task tab displays the main task information.
  • The Assignment tab shows which users are assigned or reviewers on the task.
  • The File Attachments tab shows all files attached to this task. Attachments can be documents, screen captures or any other file format.
  • The Dependencies tab displays all relationships between this task and other tasks in that project.
  • The History Trail tab displays all changes that have been performed on the task since it's been created.
    • The History Trail option must be enabled at the project level. If it is disabled, only changes to the assigned user's and review's comment fields will be displayed in this tab.
    • By default, changes are in reverse chronological order, meaning the most recent change is at the top of the list.
    • You can sort the changes by clicking the column headers.
    • The Date column displays when the change was made.
    • The User column displays the name of the user who made the change.
    • The Modification column describes the change.
      • A modification can be an action i.e. adding or deleting a file, changing assigned users or reviewers, or moving the task to another project.
      • A modification can be a change made to any field in the Task tab.
    • The Old Value and New Value columns display the change that was made.
      • You can limit the amount of text in these columns by checking the Display only the first 250 characters in Old Value and New Value columns checkbox. This does not remove data from the history. It only affects what is displayed on the page.
      • When making changes to the Details field, only the last 3 changes* will keep the field's text in the Old Value and New Value columns. Older changes will have their text removed to optimize the History Trail's file size.
        * This value can be changed by the AceProject support team.
    • When a task is moved to another project, its history trail is also moved. However, if the History Trail is disabled in the new projects, the subsequent changes will not be recorded in this tab.
    • When a task is copied to another project, its history trail is not copied. The copied task becomes a new task in the destination project.
    • When copying a project and its tasks, the tasks' History Trail is not transferred to the new project.
  • The Prev. Task link lets you open the previous task in the list.
  • The Next Task link lets you open the next task in the list.

 

Why are some changes missing from the list?
When the History Trail is disabled, changes are not recorded in the History Trail tab. Hence, if History Trail is disabled and later enabled again, there will be a "hole" in your History Trail.

Why is only the Comment Thread displayed in the History Trail?
The History Trail function must be enabled at the project level. If it is disabled, only changes to the assigned user's and review's comment fields will be displayed in this tab.

 


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