In order to display tasks you have to do the following: ▪ Select a tasks folder.
▪ Select a view. The view defines the display of the tasks in the content area.
6.4.1. Displaying the List view
The List view displays the tasks in the form of a table.
How to display tasks as a list:
1. Select a tasks folder in the folder tree. 2. In the View panel tab click on List. Result: The tasks are displayed as a list.
For each task a line with information in the form of icons or text is displayed in the list:
Information Column
The entry is a task Column 1, icon
The entry is a serial task Column 1, icon
The entry is a private task Column 2, icon
The task's description
Subject column
The task's priority. The 3 levels of importance are indicated by different icons
Priority column
The task's start date
Starts at column
The task's due date
Due date column
The task's progress
% finished column
The flag assigned to the task
Flag column
The list shows the following peculiarities:
▪ Finished tasks are displayed in a pale color and are crossed out. ▪ If the due date has passed the date is displayed in red.
▪ By default the list is sorted by the Due date column. The column title is highlighted and arrow icon next to the column title indicates the sort order.
How to change the sort order:
1. To sort by a column click on the column title.
2. To change the sort order, click on the column title again. Result: The sort order is changed.
Tasks module Viewing tasks
6.4.2. Displaying the H split view
In the H split view the upper part of the overview window displays a list view of the tasks and the lower part displays all details of the selected task.
How to display tasks in the H split view: 1. Select a tasks folder in the folder tree. 2. In the View panel tab click on H split.
Result: The overview window is split horizontally. The upper part displays a list view. 3. Select a task in the list view.
Result: The lower part of the overview window shows the following information for the selected task.
▪ The Overview tab contains the following information:
▫ Subject, due date, status, priority, progress, and task creator.
▫ Details like duration, costs, distance, billing information, companies, and reminders.
Tip: With the - or + icon you can open or close the details page.
▫ Comments for the task below the task details.
▪ The Participants tab contains the names of the participants involved in the task. ▪ The Attachments tab contains the list of task attachments.
Tip: You can move the horizontal separator between the upper and lower parts.
Displaying the H split view Tasks module
6.4.3. Displaying hovers
Hovers are available in the H split and List view.
How to display a task in the hover:
1. Let the mouse pointer hover over a task. After a short delay the hover will open. The General tab is
displayed.
2. To view further information click on another tab.
3. To close the hover move the mouse pointer out of the hover.
A task's hover shows the following information: ▪ The General tab. It contains:
▫ The tasks module icon.
▫ The subject and progress for the task.
▫ The icons for private task, serial task, and for the task's priority. ▫ The task's start and due date.
▫ A colored icon for each assigned category
▫ The comments for the task. Depending on the comment's length, the hover only displays the first lines. When clicking on the text, further lines are displayed. A second click switches back to the original view.
▪ The Participants tab. The number in brackets displays the number of participants. The tab contains: ▫ The names and the confirmation status of the participants. If a participant accepted the name of the participant is displayed in green letters. If the participant declined the name is displayed in red letters.
▫ The icons for changing the confirmation status.
▪ The Attachments tab. The number in brackets relate to the number of attachments. If the task contains attachments, the following elements are displayed for each attachment:
▫ File name, file size, and attachment type. ▫ Icons for opening and saving the attachment.
Tasks module Displaying hovers
6.4.4. Opening or saving attachments
You can do the following: ▪ Open an attachment.
Note: To open an attachment you might need additional software.
▪ Save an attachment outside of the groupware. ▪ Save an attachment in the InfoStore.
How to open or save a task's attachment: 1. Open the task in the H split view.
2. Open the Attachments tab. 3. Select the attachment. 4. Decide on an action:
To open the attachment:
In the Edit panel tab click Open attachment. A system window opens. It displays the software used for opening the attachment. A system window opens. It shows the software used for opening the attachment.
To open the attachment use the control elements in the system window. To save the attachment:
In the Edit panel tab click Save as. A system window opens.
To save the attachment sse the control elements in the system window. To save the attachment to the infostore:
In the Edit panel tab click Save to infostore. The InfoStore item window opens. The attach- ment's file name is entered as the file name for the infostore item.
Information on creating infostore items can be found in 7.5: Creating an InfoStore item.
Tip: You can also open or save an attachment by using the respective icons in the task's hover.
Opening or saving attachments Tasks module