Tasks

Yes.

Users can import task lists either:L'import d'une liste de tâches est possible soit :

• from another project
• or from an Excel file

If your user rghts allow you to do do, click on 'Import' in the Tasks application.

The import command is based on user rights settings for task lists. (Please see also Project settings)

Importing task lists allows you to easily breakdown projects when they become too significant into smaller projects.

You can also use the import command to define templates for example for customer projects for which you will always use the same task list template. This will allow you esily re-use existing task lists instead of creating them all over again.(See also Project templates)

Importing task lists from an Excel file

Imported tasks are added to the current task list.

You can import comments to be attached to a task.

The Excel file should have the following format: tasks description in the first column. Comments are in the second column.

If you are collaborating among multiple companies on a project, you may need to keep some task lists from being seen from outside companies and share them only with internal teams.

See also Private Objects.

The reason why this is allowed is because you can come across cases when a task is postponed without having to change the deadline for the whole task list.

Yes. You can create a task list and sort all tasks within that list especially if you wish to indicate which task to tackle first.

To sort tasks within a list, click on the cross icon in the list of buttons which appear when hovering on a task. Then drag and drop to the desired position.

You can record time spent on a task directly from the Tasks application.

The sum of time spent on a task will be displayed next to the time icon.

To be able to do that, you need to enable the Tasks setting "Time record entries" in the Settings page. When creating new lists you need to enable the 'Record for time spent' option.

To edit selections and export reports, please use the Timelog application. 

The «Priority» feature in Tasks is optional. To enable or disable «Priority», please refer to Enabling an optional feature.

Priority levels allow you to cross-reference your tasks within a project by adding a criteria when creating a task. You can then have a consloidated view of all your tasks based on this criteria. and therefore providing you with a new perspective to consolidate data on your on-going project. Below are examples of how you can use priority levels to better manage your project:

1. Setting Priority levels on tasks

   To set priority levels, click on «Priority management» and create for example 3 levels of priority: P1, P2 and P3. The View «tasks by priority» will provide you wilth a consolidated view of your tasks lists sorted by priority level

2. Grouping task lists by activity type or team

   If you want to have a consolidated view per rôle or team, you can use priority levels to cross reference your tasks by adding the following criteria : Design, Tests, Packaging, IT

3. Managing «New Feature Requests» :

   When your main activity is developing new products and services, you are contantly receiving a flow of eature requests from customers.

   For example within GroupCamp we have a task list per application : Files Application, Tasks applications, and so on. For each tasks within those task lists we use a priority to indicate whether the status of the request : Rejected, Accepted, Urgent, TBS (To Be Studied)

When you assign a task to a company all users of the copany who are present in the project receive a notification for the assignment.

The task is highlighted when the user is in the Task application or in the Overview app.

You can use this feature for instance when asking to all members of a partner company to take into account a task if you do not know who to assign it to within that company.