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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