The
Task Report by
Date
is useful to perform a date-based search. Optionally, you can set a date
range for the beginning and the end of your report. It displays the
following date fields: Start, Due-Date, Created, and last Update.
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 date 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.
- You can set two dates for the beginning and the end of
your report. For each date:
- Choose the date field to perform the search on: Start,
Due-Date, Created, and Last Update.
- Choose the operator:
- < means "before" the date selected.
- < or = means "on or before" the date selected.
- = means "on" the selected date.
- > or = means "on or after" the selected date.
- > means "after" the date selected.
- Choose the date. You can type it directly or click on
the
button to pick it from a calendar.
- Click "Apply Filter".
- The Report table
displays all
tasks that correspond to your search.
- The table displays the Task Number, Summary, Status,
Assigned date, Due-Date, Creation Date and Last Update.
- 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.
-
By default, this report will show all tasks for
this project.
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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