Tasks Portlet
The Tasks portlet displays tasks
and task lists
from projects you selected in the Project
Explorer (your selection is listed in the My Projects portlet) or
projects that the community manager selected for the community.
To apply actions to a specific task or task list, such as claiming a
task, select the task first. If you do not select a task or task list,
most of the buttons in the action bar remain grayed out. To unselect a
task or task list, clear the check box to its left.
This topic discusses:
Viewing Tasks
Tasks
Table
Action Bar
Viewing Tasks
You can select the task lists and tasks
to display by using the filters on the right side of the action bar.
Filter |
Description |
|
|
Select whether you want the portlet to display tasks or task lists.
|
|
|
Select whether you want the portlet to display only tasks or task lists
of a particular project or all tasks and task lists in all projects (that
are listed in your My Projects portlet or the Community Projects portlet).
|
|
View |
All Items |
My Tasks portlet only. Display
all tasks or task lists in the project. |
|
View |
QuickLinks |
Display only tasks or task lists that were bookmarked
to My QuickLinks 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 QuickLinks 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. Community Managers
can specify that the community portlets only display objects that are
accessible by Community QuickLinks.
To do this, click View | QuickLinks in the Community Tasks, Community Documents
or Community Discussions portlets..
Note: Only Community Managers
can change the QuickLinks view in the community portlets. |
|
View |
Number of Items |
Limit the number of tasks or task lists displayed. |
|
View |
Action Bar Layout |
View the action bar on one or two lines. The portlet splits the buttons
into two action bars or converges the buttons into a single action bar.
Note: Only Community Managers
can change the action bar layout in community portlets. |
|
View |
Status |
Select whether you want the portlet to display only tasks or task lists
that fit a status criterion, or all tasks or task lists regardless of
status. |
|
View |
Assigned To |
Tasks view in My Tasks portlet only.
Select whether you want the portlet to display all tasks (regardless of
assignment), only tasks that have been assigned to you, or only tasks
that have not been assigned. |
|
View | Customize |
Not available
to Guest Users in My Portlets. Available only to Community Managers in
Community Portlets. Configure display preferences for the columns
and action bar buttons in the portlet, using the Customize
View Editor. |
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Tasks Table
You can view the status of task lists or tasks.
Tip: You can change the sorting
order of a column by clicking the name of the column.
Column |
Description |
|
Tasks /
Task Lists |
Name of the task or task list. Clicking it launches the application
view and displays the contents of the task list.
Tasks that are not completed (not 100%) on the due date are listed in
red. |
|
Project |
Name of the project to which the task or task list belongs. |
|
Assigned To |
Tasks view only. Owner of the
task. You must have Write access to claim the task. Since a task can have
multiple owners, many can share 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 indicators to engage in online chat with the owner of the task.
|
|
Status |
The status of the task or task list.
- The risk indicators:
 (green) no risk, (yellow) moderate risk, and  (red) high risk.
- The completion percentage is between 0% and 100%.
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 (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 risk level.
When the work is done, its status should be changed to 100%; the risk
indicator is automatically set to (no risk).
Task lists view only. The task
list risk indicator 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 completion
percentage shows the portion of the task list that is complete. |
|
Start Date |
Task lists view only. The start
date of the earliest task in the task list. |
|
End Date |
- Tasks view.
The date the task should be completed.
- Task Lists view.
The end date of the last task in the task list.
|
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Action Bar
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 a task or task list,
many buttons are grayed out and disabled.
For more information on permission levels,
see the Permission Matrix.
Click |
To |
|
  New
|
Create a new task list. |
|
|
Edit the properties of a task. |
|
|
Delete the task. |
|
 Claim Tasks
|
Assign the task to yourself. For step-by-step instructions on how to
claim tasks, see Claiming Tasks. |
|
|
My Tasks portlet. Remove the
task or task list from your QuickLinks.
My Communities portlet. Remove
the task or task list from your QuickLinks. |
|
|
Refresh the portlet. |
|
|
Launch the Project Explorer.
|
|
|
My Projects only. Launch your
personal project, which is a private project for your own use. If you
do not see this button, your system administrator has not enabled the
personal projects feature. |
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Related Topics: