Tasks

8.1. The Tasks Components

The Tasks app includes the following components.

Search bar

Enables you to search for tasks.

Folder tree

Displays the tasks folders.

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  • My tasks. Contains your personal tasks.

  • Public tasks. Contains tasks shared with all users.

  • Shared tasks. Contains tasks shared with you by other users.

Depending on the groupware configuration, the content can differ from this information.

Functions

  • If clicking on a folder, its tasks are displayed.

  • The Folder-specific actions icon next to the selected folder offers functions for organizing data and for exchanging data.

  • Buttons in the folder tree offer functions for creating folders.

Toolbar

Contains the following:

  • New. Creates a new task.

  • Edit. Edits a task's data.

  • Due. Changes a task's due date.

  • Done. Marks a task as done.

  • Delete. Deletes the tasks selected by you.

  • Actions icon . Opens a menu with further functions:

  • View. Opens a menu with checkboxes for controlling the view.

    • Folder view. Opens or closes the folder tree.

    • Checkboxes. Displays checkboxes for marking objects, in the list.

Display area

Contains the contacts list and a contact's detail view.

List

Displays a list of tasks in the folder selected.

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  • The following details are displayed for each task: subject, status or due date, and the progress.

  • The text above the list contains the name of the selected folder. The number corresponds to the number of objects in the selected folder.

Functions

  • If clicking on a task, its content is displayed in the detail view.

  • To select several tasks, enable the Checkboxes checkbox in the View drop-down in the toolbar.

    You can also use your system's multi selection functions.

    In order to select all contacts in the currently selected folder, enable the Select all checkbox above the list.

  • If clicking the Sort icon above the list, a menu opens that allows to sort tasks. You can also define in this menu whether tasks done are displayed.

Detail view

Shows the data of the task that you selected in the list.

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  • Subject

    A priority icon next to the subject, if available

    Private tasks are marked with the Private icon .

  • Task's start date, if available

  • Status and progress

  • If the task has attachments, the names of the attachments are displayed.

  • Task's description, if available

  • If the task is a recurring task, recurrence parameters will be displayed.

  • Task's start date, if available

  • Task details like billing information, if available

  • If the task has several participants, the number of participants that accepted, declined or have not replied yet are shown on the top right side above the list of participants. In order to filter the list of participants, click the icons.

  • Names of the participants, if they exist. If clicking on a name, a pop-up opens. It displays information about the contact.

    • The person's contact data.

    • If you exchanged E-Mails with this person, they are displayed below Recent conversations.

    • If you have appointments scheduled with this person, they are displayed below Shared appointments.

    • Information about this person from social networks. You can use the available buttons to open this person's profile.

    If clicking on an appointment or an E-Mail, an additional pop-up opens.

  • If the appointment includes external participants, their names are displayed below External participants.

View for creating or editing

This view is used when creating a new task or editing an existing one.

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  • Depending on the groupware configuration, elements that can be either at the top or at the bottom of the screen.

    • Create button. If clicking on this button, the current task data are saved and the editing page is closed.

    • Discard button. In order to cancel the creation or editing, click on this button.

  • Subject input field. Enter the subject in this field. The subject is displayed as task title in the views.

  • Description input field. You can enter a description for the task in this field.

  • Expand form button. Displays additional input fields.

    • Start date and Due date input fields. Defines the start and the due date. If clicking on it, a dialog for selecting the date opens.

      If the All day checkbox is disabled, you can set start and due times.

    • All day checkbox. Enable this checkbox if the task is to last the entire days.

    • Repeat checkbox. Enable this checkbox if the task is to be repeated. Additional control elements for setting the recurring parameters are displayed. Examples can be found in the questions about appointments and tasks.

    • Reminder drop-down menu. Defines when to be reminded of the task's due date by an entry in the info area. You can also set a date and time for the reminder in Reminder date. In this case, Manual input will be preselected in the Reminder field.

    • Status drop-down menu. Defines the task's status. You can also enter a percentage value for the task completion in Progress.

    • Priority drop-down menu. Defines the task's importance.

    • Private checkbox. Enable this checkbox if other users are not to see the task's subject and description.

    • Add participant/resource input field. Enter the names of the participants that are to take part in the task in this field.

    • Add attachments button below Attachments. Click on this button to attach one or several files to the contact data.

    • Show details button. If clicking on it, additional data fields are displayed where you can enter billing details like estimated efforts, actual efforts or billing information.