Tasks List
What is "Tasks List" ?
The "Tasks List" report is represented in table format, allowing you to display the tasks' list on the defined perimeter with the selected fields' list, the filters, the time period and the chosen sorting.
User case example : This report can be used to track the progress of your deliverables with meteo informations, progress and an "Overview" text field to comment on the task's progress.
How is this slide built?
The slide is built in 3 zones, represented by the orange zones in the image above:The title zone displays the object concerned by the slide (Business line, project, workpackages...) as well as the title of the slide
This second zone represents an header that can be modified using the additional parameters which will be listed below. The meteo, the progress or the overview of the element concerned by the slide can be displayed.
This last zone, in a table format, displays the tasks' list that can be set up in different ways with :
the column's choice to be displayed and the display order,
the possibility to filter on a time period to take into account the tasks whose due date is within the month for example,
the possibility to filter on different fields such as status, or any other available field according to the needs,
the possibility to sort the table in ascending or descending order on one or more fields.
Additional parameters
Parameter* | Description |
Header (Title) | Allows you to add a header line with the indicators or fields of the chosen level (Axis, Business Line, Project, Workpackages). For example, progress, meteo, trend, Overall status… |
First column formating | Allows you to specify the layout of the 1st column. The color used is based on the template's graphic charter. |
First row formating | Allows you to specify the layout of the 1st row. The color used is based on the template's graphic charter. |
Meteo display mod | Allows you to choose how the meteo is displayed, either in meteo mode (sun, cloud...) or in traffic light mode (display of green, orange, red dots...) |
*Click on any parameter to get more informations on its usage.
Which level is it available at ?
- Project hierarchy : Business Line, Project, Workpackage
- Resource : Entity, Resource
- Axis : Business lines grouping, Projects grouping, Workpackages grouping
Tips
- Nothing displaying ? : Check that the fields to be displayed are defined and that tasks are due in the defined period