The task List view displays all of the tasks in the current project that you have access to view. Tasks in the list view are grouped by category. You can see in the image below that we have tasks in two separate categories: General and Project Milestones. Categories are managed in the administrator panel. If your access role allows you to create new categories, then you will be able to create a category from the form view. See the Task Form page for more details on creating categories. The list displays the name of the task, the author and date the task was created, priority, due date, and action icons.

The check mark icon will be green if the task has been completed or gray if the task is still active. Clicking on the check mark icon will toggle the completion status for that task. The envelope icon is blue if there are assignees on the task or grayed out if there are no assignees. Clicking on the envelope icon for a task with assignees will pop up a modal window allowing you to send a customizable email reminder to all assignees on that task. The third and final icon is the time clock. Clicking this icon will pop up a modal window allowing you to log time for the task. Only users who are on the project will be available in the modal. Once you save a time from the modal, a fresh time modal will be loaded so you can keep adding more times. If you do not wish to add more times, simply close the modal and you will be back at the task list.

The star icon to the left of the task name will be gray if you have not marked the task as starred or orange if you have. You can click on the star icon to toggle whether or not the task is starred by you. Starred items will display on your Dashboard.

task-list

Category Filter

The category filter is located at the top of the list just below the "Tasks" title. Selecting a value from the drop-down will filter the list by the chosen category.

task-list-filter-category

Status Filter

The status filter is located at the top of the list on the right-hand side. Selecting a tab on the status filter will filter the list by the chosen status. For example, clicking the "Active" tab will display only those tasks that have not been completed yet.

task-list-filter-status

Quick Jump

The quick jump field is located directly below the status filter. Left-click the mouse in the quick jump field to see a drop-down list of all tasks. Selecting a value in the quick jump field will take you directly to the overview page for that item. If you know the name of the item you wish to view, begin typing in the quick jump field and the drop-down list will show only results that match what you type.

task-list-filter-quickjump

Alphanumeric Filter

Clicking a link in the Alphanumeric Filter will filter the list by tasks that begin with that letter or number.

 

alphanumeric-filter

The Task Form allows you to create or modify a task. If you are modifying an existing task, the form will look similar to the image below. The Summary is the name of the task. The Priority values are managed from the administrator panel under General Configuration. Clicking the calendar icon next to the Due Date field will allow you to set the year, month, and day on which the task is due. When the task is saved, the timestamp on the due date will be set to 11:59:59 PM using your local time. The Description text area utilizes a rich-text editor.

task-form

The Milestone field uses the Autocomplete functionality. When you begin typing in this field, milestones with names matching what you have typed will appear in a drop-down list. When the field is empty, clicking in it once will function the same as a normal select list (i.e. all values will be shown). If your access role allows you to create milestones, then you can create a new milestone without leaving the current form. Simply type in a name for a new milestone and a modal window will pop up where you can enter the details for the milestone. Please note that the milestone must have a unique name within the current project or the autocompleter will not recognize it as such. If the milestone is selected successfully then you will see a green check mark next to the field.

task-form-milestones

The Category field also uses the Autocomplete functionality. You can either select an existing category from the list or, if your permissions allow, you can create a new category simply by typing the value in the Category field. You will be asked if you would like to create the new category. Since the category is only a name, you will not have to fill out a modal popup. Once the new category is created you should see a green checkmark to the right of the field. Please note that any task categories you create will be available for anyone to use for tasks.

task-form-categories

Below is an example of the confirmation dialog when a category is entered that does not currently exist.

task-form-category-new

The Task Overview displays all information for a task. The task name, Options list, star and print buttons are shown at the top of the overview. Clicking on the star will toggle whether or not the task is starred by you. Starred items will have an orange star icon throughout JForce and will show up on your Dashboard. Clicking the print button will display the overview in a popup window. This allows you to print just the overview and not the rest of the information on your site.

The next section displays details about the task. If the task belongs to a category, the category name will be displayed as a link. Clicking on the category name will take you to the Task List view filtered by the category you clicked. Likewise, if the task is associated with a milestone, the milestone name will be displayed. If your permissions allow you to view the milestone then the name will be a link that takes you the overview for that milestone. If anyone is assigned to the task then their names will be displayed by Assignees. If your permissions allow you to view a person then their name will be a link that takes you to the overview for that person.

Below the details section is the description of the task.

task-overview

The Options drop-down will only be available if there are assignees on the task or if your access role allows you to create tasks. Clicking the Edit Task link will take you to the task form where you can edit the details of the task. See the Task Form page for more details on editing a task. Clicking the Remind Assignees button will pop up a modal window allowing you to send a customized email reminder to all of the assignees. Clicking the Copy Task link will allow you to create a copy of the task.

task-overview-options