Tasks (Personal Project)

The Tasks explorer in the personal project application view displays your personal task lists, which contain 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
Task Lists Table Pane
Table View
Time Line View
Explorer Action Bar
Details Pane Action Bar for Tasks Lists
Details Pane Action Bar for Tasks

Common Actions

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, 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..

You can perform several actions through the buttons on the action bar. These buttons are context-sensitive, that is, what they do depends on the objects you have selected in the explorer. Buttons with have submenus.

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 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.

Tasks Banner

Click	To
Manage Project	Select Project Recycle Bin to manage the project's recycle bin. For more information, see Project Recycle Bin.
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.
Project Explorer	Open Project Explorer.

Task Lists Table Pane

You can view the status of task lists. Click Personal Task Lists 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: The risk indicator, which displays the status of the task with the highest risk. Even if all tasks except one are not at risk, the task list indicator will show the status of the entire task list as at risk. The indicators are: (green) no risk, (yellow) moderate risk, and (red) high risk. The completion percentage, which shows the portion of the task list that is complete.
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.

Table View

When you click a task list, the table pane displays its contents. To see all the task lists in the table pane again, click Personal Task Lists 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.
Status	The status of the task. The risk indicators are:(green) no risk, (yellow) moderate risk, and (red) high risk. The completion percentage of a task is between 0% and 100%. You 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 (no risk). When work on a task is underway, its completion status should be changed to reflect the amount of work completed and, if applicable, the risk indicator should be changed to reflect the risk level. When the work is done, its status should be changed to 100%; the risk indicator is automatically set to (no risk).
Start Date	Date the task should begin.
End Date	Date the task should be done.

Time Line View

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: (green) no risk, (yellow) moderate risk, and (red) high risk. The black bar in the middle of a task bar indicates the completion percentage of the task, and its length is proportional to the completion status 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.

Explorer Action Bar

Click	To
New	Create a new task list. Click Personal Task Lists in the navigation tree first. Create a new task. Select a task list in the navigation tree first. Create a new subtask. Select a task list in the navigation tree and a task in the table pane first. Clicking displays the submenu.
Task List (New menu)	Create a new task list.
Tasks (New menu)	Create new tasks. You can choose to create a single task or multiple tasks.
Subtasks (New menu)	Create subtasks. You can choose to create a single subtask or multiple subtasks.
Import (New menu)	Import a Microsoft Project file into Tasks.
Edit	Edit the properties of a task list. Select a task list in the navigation tree first. Edit the properties of a task or subtask. Select a task or subtask in the table pane first. Clicking displays the submenu.
Copy (Edit menu)	Copy a task list to a different project or the same project.
Move (Edit menu)	Move a task list to a different project.
Export (Edit menu)	Export the task list to Microsoft Project.
Properties (Edit menu)	Edit the properties of a task list. Select a task list in the navigation tree first. Edit the properties of a task or subtask. Select a task or subtask in the table pane first.
	Delete the task list and its entire contents. Select a task list in the navigation tree. Delete the task. Select the task in the table pane after selecting the task list in the navigation tree.
Print	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.
	Select the columns that you want to be visible in the table pane, using the Customize View Editor.

Details Pane Action Bar for Task Lists

The action bar of the details pane for the task list lets you attach files to the task lists.

Click	To
Alerts	Launch the Overdue Task Alerts dialog box, which lets you assign other users to 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 you when your tasks are overdue. In this case, you can set the frequency at which you receive these alerts.
Attach Documents	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.
Order Tasks	Define the order in which tasks appear in the task lists table pane.
Order Subtasks	Define the order in which subtasks appear in the task lists table pane.
	Delete the attached files.

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.

Click	To
Show Task History	Show the history of the task.
Hide Task History	Hides the historical information about the task.
Attach Documents	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.
Status	Optional. Type a percentage (between 0 and 100) to indicate the portion of the task that is completed.
	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.

Related Topics:

To display the page associated with this help topic:

In the My Projects portlet, click My Project.
Click the Tasks tab in the application view.

Tasks (Personal Project)

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