7.6.1 All tasks
In the “All tasks” overview table, the administrator can: Edit tasks Call up the detailed view of a task Delete a task Archive a project In addition to the filter options from the “My tasks” tab, the administrator can also use drop-down fields: Search for overdue tasks Filter by archived or by archived and active […]
7.6 Administration Task management
The “All tasks” and “All projects” tabs are located in the administration area. The administrator can see all tasks and projects in the portal here, regardless of whether the task is assigned to them or they are a member of the project.
7.5.2 Projects detailed view
In the detailed view, the data entered when the project was created and comments on the respective project can be viewed. The blue “Edit project” button can be used to open the editing window for the project directly from the detailed view. The number of tasks assigned to the project and their status is also […]
7.5.1 Create new project/edit project
Clicking on the “New project” button or the edit icon (pencil) opens the same editing window. The difference is that when editing an existing project, there are already entries in the fields, whereas these are empty for a new project. The screenshot below shows an example of the fields to be filled in when creating […]
7.5 My projects
The “My projects” tab contains an overview table with all projects in which the user is involved. The table contains the columns: Title, Members, Start date and End date. The Title column can be sorted alphabetically in ascending or descending order by clicking on the arrow next to it. The Start date and End date […]
7.4.2 Creating a recurring task
When creating a recurring task, the following mandatory fields must be completed in the first step: Title and Start date. These fields are highlighted in orange. Optional entries are the description, the assignment to a project and then the selection of a person responsible. In step 2, a file can be uploaded, the priority (High, […]
7.4.1 Creating a one-off task
When creating a one-off task, the following mandatory fields must be completed in the first step: Title, start date and due date. These fields are highlighted in orange. Optional entries are the description, the assignment to a project and then the selection of a person responsible. In step 2, a file can be uploaded, the […]
7.4 My tasks
The “My tasks” tab contains an overview table with all tasks assigned to the user. In the overview table, several columns (Title, Project, Assigned to, Priority, Start date, Due date and Status) can be shown or hidden using the button with the three dots on the right-hand side. The user also has the option of […]
7.3 Kanban board
The Kanban board is an agile project management tool that can be used to visualize tasks. Tasks can be better structured and assigned using cards and columns. There are the columns “New”, “In progress”, “Done” and “On hold”. The task cards can be moved to the corresponding column via drag and drop when the status […]
7.2 User groups Task management (TM)
TM userHas access to the Kanban board and the “My tasks” and “My projects” tabs. The user can create and edit tasks there. TM administratorCan also access the administrative tabs “All tasks” and “All projects” and view and edit the tasks and projects of other users there. Also has access to the “Settings” tab, under […]