Changeset View
Changeset View
Standalone View
Standalone View
plugins/tasklist/helpdocs/en_US/manage.rst
.. _tasklist-management: | .. _tasklist-management: | ||||
Managing Tasks | Managing Tasks | ||||
============== | ============== | ||||
All the described functions to manage your tasks are accessible from the main task view. | All the described functions to manage your tasks are accessible from the main task view. | ||||
Create new Tasks | Create new Tasks | ||||
---------------- | ---------------- | ||||
**The New Task Dialog** | **The New Task Dialog** | ||||
Click the *New task* button in the toolbar to get an empty dialog where you enter the | Click the *New task* button in the toolbar to get an empty dialog where you enter the | ||||
tasks properties like title, description, start/due dates and reminder settings. | tasks properties like title, description, start/due dates and reminder settings. | ||||
Click *Save* to finally add it to the selected task list. | Click *Save* to finally add it to the selected task list. | ||||
**Quick Entry** | **Quick Entry** | ||||
The text box in the centre of the toolbar area lets you add new tasks very fast by | The text box in the centre of the toolbar area lets you add new tasks very fast by | ||||
simply entering a title and then press <Enter> on the keyboard. Tasks will be created | simply entering a title and then press <Enter> on the keyboard. Tasks will be created | ||||
in the currently selected list. | in the currently selected list. | ||||
Begin the quick entry with a date or time description like "Tomorrow" or "Monday at 16:00" | Begin the quick entry with a date or time description like "Tomorrow" or "Monday at 16:00" | ||||
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This general section has text fields and selectors for various properties. Here’s a description of all the possible values: | This general section has text fields and selectors for various properties. Here’s a description of all the possible values: | ||||
* ``Title``: The title of the task. This is what you will see in the list. | * ``Title``: The title of the task. This is what you will see in the list. | ||||
* ``Description``: Any text that describes the task. Links and email addresses will be become clickable. | * ``Description``: Any text that describes the task. Links and email addresses will be become clickable. | ||||
* ``Tags``: A list of tags assigned to this task. Add one by typing to the text box and hit <Enter>. | * ``Tags``: A list of tags assigned to this task. Add one by typing to the text box and hit <Enter>. | ||||
* ``Start``: The date/time, the task is supposed to be worked on. | * ``Start``: The date/time, the task is supposed to be worked on. | ||||
* ``Due``: The date/time this job is due. Define a time when setting a reminder for this task. | * ``Due``: The date/time this job is due. Define a time when setting a reminder for this task. | ||||
* ``Reminder``: This will pop up with an notification at a the specified time before the task is due. | * ``Reminder``: Will pop up with a notification at a the specified time before the task is due. It is possible to select 'Message' (default) or 'Sound'. When 'Sound' is selected, a sound will be played at the selected time. This setting requires the host to be able to play sounds. | ||||
* ``Complete``: The completeness state of a task in percent. Use the slider or enter a number. | * ``Complete``: The completeness state of a task in percent. Use the slider or enter a number. | ||||
* ``Tasklist``: The list the task is saved in. Change it to move an event from one list to another. | * ``Tasklist``: The list the task is saved in. Change it to move an event from one list to another. | ||||
.. only:: kolab | .. only:: kolab | ||||
**Recurrence** | |||||
For periodically recurring task series, this tab has the settings how a task is repeated | |||||
over time. | |||||
* ``Repeat``: Start with selecting a repetition interval (e.g. monthly) | |||||
* ``Every``: How often the frequency will be relevant. For example, for a task that takes place every other week choose Weekly and then 2. | |||||
If you choose a frequency of weekly or monthly you can select which days of the week or month the task will occur. | |||||
* ``Until``: Determines the duration of the repetition. The recurrence can either run forever, for a number of times or until a specific date. | |||||
**Assignments** | |||||
One, or a list of, users can be assigned to the task. The list is managed in this tab. | |||||
* ``Organizer``: The user organizing (creating) the task. This is set to the default identity of the logged in user, but a diferent identity for this user can be selected. | |||||
* ``Add Assignee``: Type three letters of the username, and the search box will show a dropdown list of relevant users. Then clieck the 'Add Assignee' button. | |||||
* ``Invitation/notification comment``: When a user is assigned to a task, an email notificatino is sent out. This field is giving the opportunity to add extra test to this mail notification. | |||||
**Attachments** | **Attachments** | ||||
Append files and documents related to this task directly as attachments. | Sometimes a description text isn't enough to collect information for a specific task. | ||||
Switch to the Attachments tab to upload files to the current task or to remove them again. Adding | Switch to this tab to attach files to the current task or to remove them again. Adding | ||||
files works pretty much the same as :ref:`attaching them to email messages <mail-compose-attachments>`: | files works pretty much the same as :ref:`attaching them to email messages <mail-compose-attachments>`: | ||||
first select a file from your local disk and click *Upload* in order to attach it. | first select a file from your local disk and click *Upload* in order to attach it. | ||||
.. note:: Don't forget to finally save the changes by clicking *Save* in the edit dialog. | .. note:: Don't forget to finally save the changes by clicking *Save* in the task edit dialog. | ||||
Switching back and forth the tabs will not yet save the data. | Switching back and forth between the tabs will not yet save the data. | ||||
.. index:: Tags | .. index:: Tags | ||||
Assign Tags | Assign Tags | ||||
^^^^^^^^^^^ | ^^^^^^^^^^^ | ||||
Tags help you organize your tasks in the list view. Open the :ref:`Edit Dialog <tasklist-edit-task>` and | Tags help you organize your tasks in the list view. Open the :ref:`Edit Dialog <tasklist-edit-task>` and | ||||
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