Contextual Help - Task Report by Description

The Task Report by Description is used to perform a search based on text content. The search is made within 3 description fields: Summary, Details and Comment Thread.

This window has 3 parts: the title bar, the search bar and the report table. 

  • The title bar tells you where you are in AceProject.
    • At the end of the title bar you will find the link to contextual help, as well as the link to add a new task.
    • The Printer Version link opens a window that contains only the tasks that correspond to your search criteria. You can even choose the number of tasks per page.
    • The Export link opens a window that allows you to export the task report by description that is displayed on your screen. Export is available in two formats: CSV and pure Excel.
      • The following options can be set when exporting:
        • Column Delimiter (separate items with a comma, a semicolon or with tabulation).
        • Decimal Symbol (dot or comma)
        • Date Format
        • Export On-Screen Columns Only (un-checking this box will export hidden columns as well).
        • Remove HTML Tags (un-checking this box will export all HTML code that may have been used for text formatting).
    • The title bar will also display your total number of tasks that correspond to your search. 
  • The search bar is used to filter the information you want in the report. 
    • Simply type in the text you are looking for and/or the task status, then click on "Generate Report"
    • AceProject will search in the four description fields and display tasks corresponding to your search, with the search item in red type
  • The Report table displays all items that correspond to your search:
    •  You can sort the table by clicking on any column header: click once to sort in ascending order and twice to sort in descending order. 
    • Click on the task summary to open it.
      • If there is a file icon next to the task summary (), this means there are file(s) attached to the task. Click on the file number to open the task's file attachment tab.
      • If there is a clock icon next to the task summary (), this means you have an IN/OUT item active for this task. Click the clock to edit your counter.
      • If there is a dependency icon next to the task summary (, or ) this means that the task is linked with other tasks.

How do I add a task? 
To add a task, click on the "Add a task" link at right of the title bar. Then, fill out the mandatory fields and click on the "Save" button.  You must have proper access rights to be able to add a task. 

 


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