Using the Timelines
A Timeline is a graphical representation of events, and dates arranged in a linear sequence to show the time and their relationships.
Global Timeline
The Global Timeline displays the period defined by an Absolute Date or a Relative Date.
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Number | Name | Description |
|---|---|---|
1 | Time range slider | Click and hold the Time range slider to move the beginning and/or the end of the time frame shown in the Task list Timeline. |
Project Timeline
When the Parent project is created without a start and/or end date, the Timeline in the Planning tab displays the current week's date with the , and buttons.
The Child project also displays the current week's date with the , and buttons.
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Task list Timeline
The Task list Timeline displays the period between the two Time Range Sliders of the Global Timeline. It contains several layers that are related to the elements in the Task list.
In the Timeline, time frames indicate the duration of a Task.
Task list
The Tasks are listed under different levels of Task headers as shown below.
On each Task cell, the option is available to view the Task. Expand the dropdown to open the list of options.
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The following actions are available:
Action | Description | Who can do it |
|---|---|---|
View | View the Template of the Task. You are redirected to the Template section. You cannot add data to the Task. | All users |
Run | Execute the Task. You will be redirected to the Task execution page. | Assignee Available only to the Assignee, and only if it is the first time the Task is run. |
Report | Creates a Task report in PDF, HTML, or Excel format. | All members |
Reassign | Assign the Task to another user. The selected member becomes the assignee. | Assigner/Assignee Available to the Assigner or Assignee, except if the Task is sealed. |
Edit Team members | Modify the users who have access to the Task. A dialog box opens. Expand the drop-down list and select the team members to add to the Task. | Assigner/Assignee |
Convert to Template | Tasks created from Applications can be converted into Templates. | All members |
Push to User Inbox | Sends the Task to the Inbox of a specific User. | All members |
Bookmark | Bookmarks the Task. When | All members |
Archive | Archives the Task. The Task will disappear from everyone's Inbox and delete all the data related to the Task. | All members |
View Info | View the Information on the Task. | View the Information on the Task. |
Share this Task | Share the Task with another member. The Task is added to the Inbox of the selected member. | Assignee |
Raise Incident | Raise Incident to report an issue. | Assigner |
