are context-sensitive and have submenus. What these
buttons do depends on what object you have selected in the explorer.
The Tasks explorer displays the task lists in the projects that you selected. A task list contains a set of tasks A single unit of work done by one person. and subtasks to be completed for a project.
This topic discusses:
Common Actions
Tasks Banner
Task Lists Table Pane
Table View
Time Line View
Explorer Action Bar
Details Pane Action Bar for the Root Folder
Details Pane Action Bar for Tasks Lists
Details Pane Action Bar for Tasks
Like other explorers in the application view, the Tasks explorer has a hierarchical navigation tree A tree of subfolders in the navigation pane of the application view. To view the contents of the navigation tree on the table pane, click on a node or folder in the navigation tree., a common tool bar with buttons that change according to the permission level of the user, a table pane Upper right section of the application view. The table pane displays all objects contained in the node you selected in the navigation tree. You can also view detailed information about the objects in the table pane by selecting the check box next to the item. Detailed information appears on the details pane., and a details pane Lower right section of the application view. You can view details and descriptions (if provided) of items selected in the table pane. You can also perform various actions, such as notifying others about the document you uploaded or subscribing to a discussion..
If you have a limited permission level, you cannot see all the buttons in the action bar. In addition, only buttons that apply to the object you have selected are enabled; until you have selected an object, many buttons are grayed out and disabled.
Buttons
with are context-sensitive and have submenus. What these
buttons do depends on what object you have selected in the explorer.
For more information about the components of the explorer, see Navigating the Explorers; for more information on permission levels, see the Permission Matrix.
To apply an action to a task list, such as creating a new task or deleting a task list, select the task list in the navigation tree A tree of subfolders in the navigation pane of the application view. To view the contents of the navigation tree on the table pane, click on a node or folder in the navigation tree. first.
To apply actions to a specific task such as claiming Assign an unassigned task to yourself. a task or deleting a task, select the task list in the navigation tree, then select the task in the table pane Upper right section of the application view. The table pane displays all objects contained in the node you selected in the navigation tree. You can also view detailed information about the objects in the table pane by selecting the check box next to the item. Detailed information appears on the details pane.. If you do not select a task, most of the buttons in the action bar remain grayed out.
To unselect a task or subtask, clear the check box to the left of the task or subtask.
You can toggle between
table view (click 
)and timeline view (click
). Select a task list before you select the viewing option.
To change the completion
percentage and status of a task, right-click a task and, from the context
menu, select 
Edit.
Change the percentage and status indicator in the Edit Task Editor.
Note: You must have Write permission or higher to update the
task status.
Click |
To |
|
Manage Project |
Project Leaders Only. Select one of the following:
|
|
Project Search |
Search for a project. Type a search string into the text box and click the Search button. For more information about the results of the search, see Search Results. |
|
Choose Project |
Select either a project or Project Explorer. The project you selected is loaded into the application view or you are taken to Project Explorer. |
You can view the status of task lists. Click the project name (the top
node 
) in the navigation tree
Column |
Description |
|
Task List |
Name of the task list. Clicking a task list displays all its tasks. |
|
Tasks |
Number of tasks contained in the task list. |
|
Status |
The collective status of the tasks in the task list. It includes:
|
|
Start Date |
The start date of the earliest task in the task list. |
|
End Date |
The end date of the last task in the task list. |
When you click a task list, the table pane displays its contents. To
see all the task lists in the table pane again, click the project name
(the top node ) in the navigation tree.
Tasks that are not completed (not 100%) on the due date are listed in red.
Column |
Description |
|
Task |
Name of the task. |
|
Assigned To |
Owner of the task. You must have Write access to claim the task and Edit access to assign the task to others. Since a task can have multiple owners, many can share the responsibility for a task. To see the user profile of the owner of the task, click the owner name. If the instant messaging feature is enabled, you can click the online presence indicator to chat online with the owner of the task. |
|
Status |
The status of the task.
Users assigned to a task can change its completion percentage and risk indicator in the Task Properties Editor. When a task is first created, its status is 0% complete and |
|
Start Date |
Date the task should begin. |
|
End Date |
Date the task should be done. |
To view the contents of a task list in time line view, click on the upper right. To view the contents in table view again,
click .
Tasks that are not completed (not 100%) on the due date are listed in red.
Place your mouse cursor over a task bar to view details about the tasks.
Icon |
Description |
|
|
The color of the task bars indicates their risk levels, which are: The black bar in the middle of a task bar indicates the completion status of the task, and its length is proportional to the completion percentage of the task. |
|
|
Represents a task with subtasks. It encompasses the tasks bars of its subtasks. |
|
|
A milestone is a single date that represents an important occurrence in a project. |
|
|
Task dependencies are depicted with arrows leading from one to another. |
|
|
The blue vertical band that appears in the background denotes the current day. The current-day marker scrolls into view if the task list includes the current day. |
If a button is disabled, you either do not have permission to perform the action or the action does not apply to your task list. For more information on access privileges, see the Permission Matrix.
Click |
To |
|
|
Clicking |
|
Task List |
Create a new task list. |
|
Tasks |
Create new tasks. You can choose to create a single task or multiple tasks. |
|
Subtasks |
Create subtasks. You can choose to create a single subtask or multiple subtasks. |
|
Import |
Import a Microsoft Project file into Tasks. You must select the project name in the navigation tree first. |
|
|
Clicking |
|
Copy |
Copy a task list to a different project or the same project. |
|
Move |
Move a task list to a different project. |
|
Export |
Export the task list to Microsoft Project. |
|
Properties |
|
|
|
|
|
|
Assign the task to yourself. When you do this, you claim the task. For step-by-step instructions on how to claim tasks, see Claiming Tasks. Clicking |
|
To Myself |
Assign the task to yourself. When you do this, you claim the task. For step-by-step instructions on how to claim tasks, see Claiming Tasks. |
|
To Others |
Assign the task to other users. For step-by-step instructions on how to assign tasks to other users, see Assigning Tasks to Other Users. |
|
|
Add a My QuickLink A My QuickLink is a bookmark that you can create to a Collaboration object. Collaboration places this link in the object's associated My Tasks, My Documents or My Discussions portlet. To view only the objects that are accessible by My QuickLinks, click View | QuickLinks in the My Tasks, My Documents or My Discussions portlets. or Community QuickLink A Community QuickLink is a bookmark that a Community Manager can create to a Collaboration object. Collaboration places this link in the object's associated Community Tasks, Community Documents or Community Discussions portlet. To view only the objects that are accessible by Community QuickLinks, click View| QuickLinks in the Community Tasks, Community Documents or Community Discussions portlets. to a task/task list to make the task/task list easily accessible from the My Tasks or Community Tasks portlets. |
|
Add to My QuickLinks |
Add the task or task list to the list of My QuickLinks on the My Tasks portlet. |
|
Add to Community QuickLinks |
Community Managers only. Add the task/task list to the list of Community QuickLinks on the Community Tasks portlet. |
|
Remove from My QuickLinks |
Remove the task/task list from the list of QuickLinks on the My Tasks portlet. |
|
Remove from Community QuickLinks |
Community Managers only. Remove the task/task list from the list of QuickLinks on the Community Tasks portlet. |
|
|
Displays a print preview of the task list. Click Print in the Print Task List page. |
|
|
Displays the task list in time line view. |
|
|
Displays the task list in table view. |
|
|
Available to Project Leaders. Select the columns that you want to be visible in the table pane to project users, using the Customize View Editor. |
Details Pane Action Bar for the Root Folder
After you click on the root folder (project icon) in the navigation tree, you can use these buttons to subscribe yourself or others to receive notification e-mails when task lists are created in this project.
Click |
To |
|
|
Subscribe to all task lists in the project. You will receive an e-mail notification when a task list is created in the project. |
|
|
Unsubscribe from all task lists in the project, and stop receiving e-mail notifications when task lists are created in the project. |
|
|
Available to Project Leaders only. Subscribe others to all task lists in the project using the Subscribe Others Editor. Users will be notified of any task lists that are created in the project. |
Details Pane Action Bar for Task Lists
The action bar of the details pane for the task list lets you subscribe yourself or notify others to the task list. You can also attach files and discussions to it. In the navigation tree, select the task list.
Click |
To |
|
|
Edit access level required. Attach documents and files to the task list. In the Choose Documents dialog box, select the files you want to attach, then click Finish. You need to have uploaded the files to Collaboration before you can select them. For step-by-step instructions on how to attach documents to a task list, see Attaching Documents to a Task List. |
|
|
Edit access level required. Attach discussions to the task list. In the Choose Discussions dialog box, select the discussions you want to attach, then click Finish. |
|
|
Subscribe to the task list. You will receive an e-mail notification when a new task is added or when an existing one is modified. |
|
|
Unsubscribe from this task list and stop receiving e-mail notifications about this task. |
|
|
Available to Project Leaders only. When a task list is selected, subscribe others to the task list using the Subscribe Others Editor. Users will be notified of any changes made to the task list. |
|
|
Send an e-mail inviting other users to view or subscribe to the task list. For more information about notification, see About Notification. |
|
|
Project Leaders only. Launch the Overdue Task Alerts dialog box, which lets you assign the users, other than the task owners, who receive alerts of overdue tasks in the task list, and the frequency at which the daily task summary notification A system-generated email that is sent every night to users. This email can inform Project Members when the start date or end date occurs for one or more of the tasks that are assigned to them. This email can also alert selected Project Members of any overdue tasks that are in a task list. includes these alerts. If you do not assign any users, alerts of overdue tasks are sent only to users whose tasks are overdue. In this case, you can set the frequency at which these users receive overdue task alerts. |
|
|
Delete the attached files or task lists. |
|
|
Available to users with Write access level for the task list if the task list contains more than one task. Define the order in which tasks appear in the task lists table pane. |
|
|
Available to users with Write access level for the task list if the task contains more than one subtask. Define the order in which subtasks appear in the task lists table pane. |
Details Pane Action Bar for Tasks
The action bar of the details pane for the task lets you see the history of the task. In the table pane, select the task list, then the task. You can also attach files to the task.
Click |
To |
|
|
Show the history of the task. |
|
|
Hide historical information about the task. |
|
|
Edit access level required. Attach documents and files to the task. In the Choose Documents dialog box, select the files you want to attach, then click Finish. You need to have uploaded the files to Collaboration before you can select them. |
|
Status |
Optional. Type a percentage (between 0 and 100) to indicate the portion of the task that is completed. You must have Write permission or higher to update the task status. |
|
|
Click after typing a note into the Note text box. The note can contain a maximum of 1000 characters. After you click Add Note, the note appears in the task history. |
To display the page associated with this help topic:
(green) no risk, 
(yellow)
moderate risk, and 
(red) high risk.
New 
Assign Tasks
QuickLinks
Print
Subscribe
Unsubscribe
Attach Documents
Attach Discussions
Notify
Alerts
Show Task History