Tasks Tab

Modified on Thu, 5 Dec at 3:53 PM

TABLE OF CONTENTS

Introduction
Accessing the Tasks Tab
The Task Tab Layout
- The Control Bar
- The Tasks Main Grid
Creating a New Task
Related Tasks
Further Support

Introduction

ManagementStudio can assist Project Administrators with productivity, offering a way to record, relate and assign tasks and to-do items that require action. The Task tab is available within each module in ManagementStudio.

The example that follows will use the Applications module to illustrate the concept although this approach applies to all modules within ManagementStudio.

Accessing the Tasks Tab

To view the Tasks Tab:

Choose the relevant module from the vertical menu bar on the left (1), in this example, Applications, and double click an item from the main grid (2) to open the details panel.

Click the Tasks tab (1) from the tabbed menu bar.

The Task Tab Layout

Although the options will vary between modules, the layout consist of two core areas:

The Control Bar (1).
The Tasks Main Grid (2).

The Control Bar

This section provides quick access to common features. From left to right:

Controls	Description
New Task/Add Existing Task	This allows the project administrator to issue new task and also add from an existing task list.
Reload	Ability to reload the testing main grid.
Search Grid	Allows you to enter a piece of text to search/filter the grid for, the grid will show which fields are matching in red. You can clear the search filter by clicking on the circle with a line across symbol to the right of the control.
Toggle Group Bar	This allows you to show/hide the Group bar. The group bar allows you to drag any field in the grid to the group bar and the grid will be grouped on that field i.e. Test Type.
Select All	Selects all the items in the Grid.
Select None	Deselects all the items in the Grid.
Invert	This will invert the current selections in the grid.
Copy to Clipboard	Provides the ability to copy items from the grid to the clipboard.
Export to Excel (All)	Provides the ability to Export the Grids' contents to Excel. To export, see the exporting records article.
Export to CSV (All)	Provides the ability to export the Grids' contents to CSV (Comma-Separated Values). To export, see the exporting records article.
Pivot to Table	This is used to summarise, sort, reorganise, group, count, total or average of the data on the grid.
Pivot to Chart	This is a visual representation of the pivot table.
Help symbol	Provides quick access to the online Help article.

The Tasks Main Grid

This section displays the list of all tasks that are associated to the item. Details of each column below:

Column	Description
Details	Link to open the details of the Task.
Unlink	Used to remove the task from the list.
Category	These are the groups, you can use to sort the task into. Eg As Intended, Fixed, Broken.
Subject	Displays the description of the task.
Status	Displays the status of the task.
Priority	Displays the priority of the task.
Start Date	The start date of the task.
Due Date	The due date is used to specify when the task needs to be completed.
Tag List	Displays the tag list to help describe the task.
Archived	Denotes, if the task is either archived or un-archived.
Locked	Denotes, if the task is either Locked or un-locked.

Creating a New Task

Click on the New Task (1) button from the control bar across the top.

Note: Click Add Existing Task, if adding a task from an existing task list.

Fill in the Subject and Description fields (1) of the task.
Choose the Process (2) that the task will be assigned to. The default will already be selected.
Click New (3).