Tag: FAQ

General Information

What is Task Filtering?

Task filtering allows you to narrow down and find specific tasks based on various criteria such as assignee, organizational unit, priority, and due date. This helps you focus on the tasks that matter most to you and your team.

Why should I use filters?

Filters help you:

• Find relevant tasks quickly
• Focus on high-priority items
• Monitor tasks within specific departments
• Track assignments for team members
• Manage your workload based on timeframes

Basic Filtering

How do I filter tasks?

1. Look for the filter controls above the Task Board
2. Click on any of the filter icons (Unit, Person, Date Range, Priority)
3. Select your desired filter criteria from the dropdown menu
4. The Task Board will automatically update to show only tasks matching your filters

What search options are available?

You can use the search bar to quickly find tasks by:

• Task title
• Task description
• Task keywords
• Other relevant task content

Just type your search term in the search box with the magnifying glass icon.

How do I filter by organizational unit?

1. Click the Unit filter button (building icon)
2. Select a unit from the dropdown list
3. The task board will update to show only tasks associated with that unit

How do I filter by person/assignee?

1. Click the Person filter button (user icon)
2. Select a team member from the dropdown list
3. The task board will update to show only tasks assigned to that person

How do I filter by date range?

1. Click the Date Range filter button (calendar icon)
2. Choose from preset options:
   • Today
   • This Week
   • This Month
   • Custom Range
3. If you select Custom Range, you can specify exact start and end dates
4. The task board will update to show tasks within that date range

How do I filter by priority?

1. Click the Priority filter button (funnel icon)
2. Select from available priority levels:
   • Low
   • Medium
   • High
   • Critical
3. The task board will update to show only tasks with the selected priority

Can I combine multiple filters?

Yes, you can apply multiple filters simultaneously to narrow down tasks even further. For example, you could show all high-priority tasks assigned to a specific person that are due this week.

How do I know how many filters are active?

The filter bar displays a counter showing the number of active filters. For example, “3 active” means you have three different filter criteria currently applied.

How do I clear filters?

To remove individual filters:

1. Click on the filter button again
2. Select the “All Units”, “All Persons”, or blank option to clear that specific filter

Advanced Features

Can I filter by organizational hierarchy?

Yes, when you filter by organizational unit, you’re filtering based on your organization’s structure. This allows you to focus on tasks specifically assigned to different departments or teams.

How does person filtering work with unit filtering?

When you select an organizational unit first, the person filter will automatically update to show only people within that unit. This makes it easier to filter for specific individuals within a department.

Can I see who’s assigned the most tasks?

Yes, by using the person filter, you can select different team members to see how many tasks are assigned to each person, helping with workload management.

Does the filter affect all users?

No, filters are applied only to your view of the task board. Other users can apply their own filters without affecting your view.

Troubleshooting

No tasks are showing up after applying filters

1. Check if your filters might be too restrictive
2. Try clearing individual filters one by one to determine which one is limiting your results
3. Verify you have permission to view the tasks you’re filtering for
4. Ensure tasks exist that match your combined filter criteria

The person dropdown is empty

1. First select an organizational unit
2. The person dropdown will populate with members of that unit
3. If it remains empty, the selected unit may not have any active members

The filters don’t seem to be working correctly

1. Refresh your browser page
2. Clear all filters and try applying them again
3. Check your network connection
4. Ensure you’re logged in with the proper permissions

I can’t see certain organizational units

1. Units displayed are based on your permissions and role
2. You may only see units you’re a member of or have access to
3. Contact your system administrator if you need access to additional units

Best Practices

How should I use filters efficiently?

1. Start with broader filters before narrowing down
2. Use the search function for specific task details
3. Apply organizational unit filters before person filters
4. Use date filters to focus on immediate priorities
5. Monitor high-priority items across different team members

When should I use date filters?

Date filters are particularly useful for:

1. Planning your daily or weekly workload
2. Preparing for upcoming deadlines
3. Reviewing tasks completed within a specific timeframe
4. Identifying patterns in task scheduling and completion

General Information

What is the Task Calendar?

The Task Calendar is a timeline view that displays your tasks across dates, showing when tasks start and when they’re due. It provides a visual way to see task durations, deadlines, and scheduling at a glance, helping you understand your workload over time.

When should I use the Calendar view?

Use the Calendar view when you need to:

• Visualize task timelines and deadlines
• Plan work across days, weeks, or months
• Identify scheduling conflicts or busy periods
• Track task progress over time
• Get a time-based perspective on your workload

Basic Usage

How do I navigate the calendar?

1. Use the left and right arrow buttons in the top left to scroll through time periods
2. The calendar will automatically navigate to the next time period based on your current view (day, week, month, or task range)
3. The visible date range is displayed as a date pill between the navigation arrows
4. Click on the time view buttons (Today, Week, Month, Tasks) to quickly jump to different time perspectives

What are the different calendar views?

The calendar offers four different time perspectives:

1. Today – A focused view of just the current day’s tasks
2. Week – Shows a 7-day week view with tasks spread across the days
3. Month – Displays the full month with tasks positioned on their respective days
4. Tasks – Automatically centers the view on the date range of your tasks

How do I read the task timeline?

1. Each task appears as a horizontal bar on the calendar
2. The left edge of the bar represents the start date
3. The right edge represents the due date
4. The width of the bar shows the duration of the task
5. Color-coding indicates task status (see below)
6. Hover over a task to see additional details like days remaining or days overdue

How do I view task details?

1. Click on any task bar to open a detailed task panel on the right side
2. The task panel shows comprehensive information about the task:
   • Name and description
   • Start and due dates
   • Status and priority
   • Completion percentage
   • Assigned personnel
   • Tags
3. From the task panel, you can:
   • View all task details
   • Click “View Details” to navigate to the full task page
   • Click “Close” to return to the calendar

What do the different task colors mean?

• Red section: Overdue portions of tasks
• Dark background with progress indicator: In-progress tasks
• Gray background: Completed tasks

How can I identify today’s date?

1. Today’s date is highlighted with a blue background in the date header
2. A vertical “Today” line appears on the calendar at today’s date
3. A “Today” pill appears below today’s date in the header

How do I know when calendar data is loading?

When task data is being loaded or filtered:

1. A loading spinner will appear in the center of the calendar view
2. The spinner indicates that tasks are being retrieved or updated
3. The calendar will become interactive again once loading is complete

Advanced Features

How do I group tasks in the calendar?

1. Click the “Group By” dropdown in the top right of the calendar header
2. Select one of the grouping options:
   • No Grouping (all tasks in a flat list)
   • Units (group by organizational unit)
   • Status (group by task status)
   • Priority (group by task priority)
   • Assigned To (group by assigned person)
   • Type (group by task type)
3. Tasks will be organized into labeled sections
4. By default, all groups are expanded

How can I see task progress on the calendar?

1. Each task bar shows a visual representation of its progress
2. The darker portion of the bar indicates completed work
3. The percentage complete is also listed in the task detail panel

How can I see overdue tasks?

Overdue tasks (past their due date but not completed) are highlighted with:

1. A red section showing the overdue portion of the task
2. An “overdue” indicator showing how many days past the deadline it is
3. Red styling on hover to indicate the overdue status

How do I see who’s assigned to tasks?

1. Click on a task to view its detailed panel
2. The assigned personnel are listed in the “Assigned to” section
3. Profile pictures and names of assigned team members are displayed

Why are some view buttons disabled?

The Today, Week, and Month view buttons will be disabled if there are no tasks that fall within the current day, week, or month. This helps guide you to views where your tasks are actually located.

Troubleshooting

The calendar seems cluttered with too many tasks

1. Use the filter options above the calendar to reduce the number of visible tasks
2. Try grouping tasks by different criteria to organize them better
3. Focus on a shorter time period by using the Today or Week views instead of Month

I can’t see tasks when navigating in the “Tasks” view

1. Continue navigating in the desired direction to find your tasks
2. The “Tasks” view will show a continuous range of dates even when no tasks exist for those dates
3. A message will indicate when there are no tasks in the current view
4. Try switching to Today, Week, or Month view to jump directly to standard time periods

The task bars are too small to read

1. Click on the task to see its full details in the task panel
2. Try using the Week or Today view for a more focused, zoomed-in perspective
3. Task bars expand slightly on hover to make them easier to read
4. The detailed view provides complete information

I can’t find a specific task on the calendar

1. Use the search function above the calendar
2. Try different grouping options to reorganize the view
3. Ensure the task has date information (start or due date)
4. Check if the task’s dates fall within the visible date range
5. Try the “Tasks” view which automatically centers on all tasks with dates

Why is my view frozen during loading?

If the calendar appears frozen while the loading spinner is visible, this is normal behavior. Complex filtering operations or large data sets may take a moment to process. The interface will become responsive again once loading is complete.

Best Practices

How should I use the Calendar view effectively?

1. Use the different time views (Today, Week, Month, Tasks) based on your planning needs
2. Use grouping to organize related tasks
3. Focus on specific date ranges when planning your week or month
4. Click on tasks to get detailed information when needed
5. Use the calendar alongside other views (Board, Table) for complete task management
6. Regularly check for overdue tasks highlighted in red

How can I plan my workload using the Calendar?

1. Look for periods with many overlapping tasks to identify busy times
2. Notice gaps in the timeline where new tasks could be scheduled
3. Pay attention to approaching deadlines (look ahead a week or two)
4. Check task durations to understand time commitments
5. Use grouping by assigned person to balance workload across team members

General Information

What is the Task Board?

The Task Board is a visual management tool that helps you organize and track tasks through different stages of completion. Tasks are represented as cards and organized into columns based on their status.

What are the available task statuses?

The Task Board organizes tasks into the following status columns:

• Not Started: Tasks that have been created but work hasn’t begun
• In Progress: Tasks currently being worked on
• Completed: Tasks that have been finished
• On Hold: Tasks temporarily paused
• Cancelled: Tasks that have been terminated
• Overdue: Tasks past their due date

Basic Usage

How do I view tasks?

Tasks are displayed as cards within their respective status columns. Each column shows the number of tasks it contains at the top. You can scroll horizontally to see all status columns and vertically within each column if there are many tasks.

How do I add a new task?

1. Look for the “Add New Task” card with a plus icon in the “Not Started” column
2. Click on this card to open the task creation modal
3. Fill in the required task details in the form
4. Click “Save” or “Create Task” to add the new task to the board

How do I move a task to a different status?

Simply drag and drop the task card from its current status column to the desired status column. The task’s status will be automatically updated in the system.

How do I update task details?

Click on a task card to open its details view or edit form. From there, you can modify various task properties such as title, description, due date, priority, etc.

Can I assign tasks to specific team members?

Yes, when creating or editing a task, you can assign it to specific personnel. The assigned team members will be visible on the task card.

Advanced Features

Does the Task Board update automatically?

Yes, the Task Board updates automatically. When other users make changes to tasks (status changes, assignments, updates), these changes will appear on your board without requiring a page refresh.

Can I see who’s working on what?

Yes, task cards display the currently assigned personnel, helping you see at a glance who is responsible for each task.

Troubleshooting

The board isn’t updating when my colleagues make changes

1. Check your internet connection
2. Try refreshing the page
3. Ensure you’re still logged in to the system
4. If the problem persists, contact your system administrator

I can’t drag and drop tasks

1. Make sure you’re clicking and holding on the task card
2. Ensure you have proper permissions to update tasks
3. Try using a different browser if the issue persists

I can’t see the “Add New Task” button

The “Add New Task” button only appears in the “Not Started” column. If you don’t see it, check if:

1. You have scrolled to view the “Not Started” column
2. You have permissions to create new tasks
3. Your browser window is large enough to display all elements

The task count doesn’t match the actual number of tasks

The task count should update automatically. If it seems incorrect:

1. Try refreshing the page
2. Filters might be applied that are hiding some tasks
3. Contact support if the issue persists

Best Practices

How should I organize my tasks efficiently?

1. Create clear, descriptive task titles
2. Keep tasks small and manageable
3. Use the “Not Started” column for planning
4. Move tasks promptly as their status changes
5. Complete or cancel outdated tasks to keep the board clean

How can our team use the Task Board effectively?

1. Update task statuses regularly
2. Review the board in team meetings
3. Balance workload across team members
4. Keep the board up to date
5. Create a routine for board maintenance

General Information

What is the Task Table?

The Task Table provides a structured, spreadsheet-like view of your tasks with customizable columns and powerful sorting capabilities. It allows you to see detailed task information in a familiar tabular format that can be arranged and filtered to suit your needs.

When should I use Task Table view?

Use the Task Table view when you need to:

• See and compare multiple task properties at once
• Sort tasks by different criteria (due date, priority, etc.)
• Get a comprehensive overview of all tasks
• Analyze task data in a structured format
• Manage large numbers of tasks efficiently

Basic Usage

How do I sort tasks in the table?

1. Click on any column header to sort by that column
2. The first click sorts in ascending order (A-Z, oldest-newest)
3. Click again to sort in descending order (Z-A, newest-oldest)
4. The current sort column is indicated with an up or down arrow

How do I view task details?

Simply click on any task row to navigate to the detailed view of that task. This will open the full task page where you can see all information and make changes.

How do I change which columns are displayed?

1. Click the “Columns” button in the top-left corner of the table
2. In the dropdown menu, you’ll see a list of available columns
3. Columns with an eye icon are currently visible
4. Click on any column to toggle its visibility
5. Required columns (marked with an eye icon that can’t be toggled) must remain visible

How do I navigate between pages of tasks?

1. Use the pagination controls at the bottom of the table
2. Click on page numbers to jump to a specific page
3. Use the left and right arrows to move to the previous or next page
4. The current page is highlighted

How do I change the number of tasks shown per page?

Use the dropdown selector next to the pagination information that says “10 per page” (or another number). You can choose between 10, 25, 50, or 100 tasks per page.

How do I know when data is loading?

When data is being loaded or filtered:

1. A loading spinner will appear in the center of the table
2. The spinner indicates that tasks are being retrieved or updated
3. The table will become interactive again once loading is complete

Advanced Features

How do I group tasks in the table?

1. Click the “Group By” button in the table controls
2. Select one of the grouping options:
   • No Grouping (flat list)
   • Status
   • Priority
   • Assigned To
   • Units
   • Type
3. Tasks will be organized into collapsible groups
4. Click the arrow next to a group name to expand or collapse that group
5. The number of tasks in each group is displayed next to the group name

What do the different colors for priority and status mean?

Priority colors:

• Low: Light gray
• Medium: Medium gray
• High: Dark gray with light text
• Critical: Black with white text

Status colors:

• Completed: Black with white text
• In Progress: Dark gray with light text
• On Hold: Medium gray
• Cancelled: Light gray
• Overdue: Dark gray with white text

How can I see who tasks are assigned to?

The “Assigned” column shows profile pictures of users assigned to each task. If more than three people are assigned, it will show the first three and a “+X” indicator for additional assignees.

How do I see which organizational units are involved?

The “Units” column shows the organizational units associated with each task. If a task is assigned to multiple units, it will display up to two unit names.

How do I see task progress?

The “Progress” column shows a progress bar representing the completion percentage of each task, alongside the numeric percentage value.

Troubleshooting

The table seems slow with large numbers of tasks

1. Try reducing the number of visible columns by using the Columns menu
2. Use a smaller number of rows per page (10 or 25)
3. Apply filters to reduce the number of tasks being displayed
4. Use grouping to organize tasks into manageable sections

I can’t find a specific task in the table

1. Use the search function in the filters area above the table
2. Try sorting by different columns
3. Check if you have filters applied that might be hiding the task
4. Try using different grouping options to reorganize the view

Some columns I need aren’t available

1. Check the Columns menu to ensure the column isn’t hidden
2. Some information may be available only in the detailed task view
3. Contact your administrator if you believe you should have access to additional columns

The grouping feature isn’t working as expected

1. Ensure you’ve selected an appropriate grouping criterion
2. Some tasks may not have values for certain grouping fields, resulting in “No Status,” “No Priority,” etc. groups
3. Expanded/collapsed state of groups is reset when changing grouping criteria

Why is my table scroll position reset when I change filters?

The table content is completely refreshed when filters are applied or changed, which resets the scroll position to the top. This is normal behavior as the data set may have completely changed.

Best Practices

How should I use the Task Table efficiently?

1. Customize your columns to show only what you need
2. Use sorting to prioritize tasks by deadline or importance
3. Group related tasks together using the Group By feature
4. Use larger page sizes when reviewing a complete set of tasks
5. Switch to smaller page sizes when working with filtered results
6. Use the table’s full-height scrolling to view more tasks without changing pages

What’s the best way to monitor task progress?

1. Sort by the Progress column to see tasks by completion percentage
2. Group by Status to see tasks in different stages
3. Sort by Due Date within each status group to prioritize by deadline
4. Use the “Updated” column to see which tasks have recent activity