The Task Management overview provides a list of tasks for both internal and external projects. It gives an overview of all the tasks by due date. Immediately you will have visibility on what is overdue, what's due today and in the future. You will be able to evaluate what the risks are related to the execution of your ongoing projects.
Important: Only the security access levels Project Manager, Admin and Controller have permissions to the Task Management overview.
Choose from the main menu Plans and Task Management:
The All Tasks List overview appears (by default it will display the information for the current week).
The All Tasks List displays a total of Overdue, Due Today, Upcoming, Unplanned and Completed tasks, that can be expanded to see the task details:
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Overdue (# of tasks) |
Overdue tasks as of today, indicating the plan the task belongs to, the resource(s) assigned to the task, the start and due dates and priority. |
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Due Today (# of tasks) |
Tasks due on today's date with the plan name, assigned resource(s), start and due dates and priority. |
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Upcoming (# of tasks) |
Tasks due after today's date and with a due date within the Date period selected, indicating the plan name, assigned resource(s), start and due dates and priority. |
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Unplanned (# of tasks) |
Tasks that do not have a start or end date set and are still to be scheduled. |
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Completed (# of tasks) |
Tasks with a due date within the Date Period selected that have been marked as completed, with the plan name, assigned resource(s), start and due dates and priority. |
In the left hand pane, you will find filters available for refining task results:
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Filter |
Description |
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Date period |
The All Tasks List can be filtered using these date periods:  The Custom period will allow you to select a due date from and to:  |
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Business unit |
The All Tasks list can be further filtered by displaying tasks assigned to projects belonging to the selected business unit. |
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Resource |
All Tasks to be filtered by resource name. |
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Status |
All Tasks to be filtered by checking or unchecking task status: To do; In progress and Completed. |
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Priority |
All Tasks to be filtered by checking or unchecking the task priority: n/a; Low; Medium; High. |
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Other: My plans |
By default, this filter is unchecked. When this field is checked, only the tasks belonging to a plan where you are the project manager will be displayed. |
Beneath the All Task List, you will find four plans:
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Tasks by Resource
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Tasks by Plan
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Tasks by Week
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Tasks by Kanban
Finally, the All Tasks List overview also allows you to create tasks directly from here. In the top-right hand corner, click the Add Task button and define the task.
