My Task View

With a license for SmarTeam - Program Management add-in, you can view the My Task Cockpit in the Application Toolbar. Before you can see tasks in My Task view, tasks must be defined in Microsoftİ Project and synchronized with SmarTeam. When you access the My Task view, it opens a window that displays a list of Tasks, their associated Deliverables, Attachments and Assigned Users assigned to the selected task as seen in the Example My Task View Window.

To Open My Task View:

Example My Task View

Link to My%20Task%20Cockpit%20window.gif

My Task View Window

Note: To sort the data in the My Task View, click the column head for the data you want to sort.

The My Task View pane in the top half of the window, lists the default attributes for My Tasks consisting of the fields described in the table.

Attribute
Field Type
Description
Edit
Read/Write
Edit Task View fields
Browse
Read
Browse to Task's Profile Card details
Class
Read only
Task Class
State
Read only
Task State
ID
Read only
Task ID
Milestone
Read/Write: Yes or No
Task Milestone
Reference to Project Plan
Read/Write
Task Project Plan reference
Percent Complete
Read/Write
Percentage of Task completed
Planned Start Date
Read/Write
Enables you to enter the Planned Task Start date/time
Planned Finish Date
Read/Write
Enables you to enter the Planned Task Finish date/time
Actual Start Date
Read/Write
Enables you to enter the Actual Task Starting date/time
Actual Finish Date
Read/Write
Enables you to enter the Actual Task Finishing date/time
Planned Work
Read/Write

Enables you to enter the Planned Work duration in hours/minutes

Actual Work
Read/Write
Enables you to enter the Actual time worked on Task in hours/minutes
Remaining Work
Read/Write
Enables you to enter the estimated Work Remaining to completion expressed in hours/minutes

The My Task View pane also provides you the option to filter your tasks using the parameters listed in the Filters table.

Value
Default Value
Description
Dependencies OK
Ignore Dependencies
Dependencies OK
Active Tasks can be performed based on dependencies. Optionally, you can manually select to ignore dependencies
Ignore Schedule
Scheduled to Start In
Overdue In
Completed In last
Scheduled to Start In
Active Tasks
Active Tasks that the Planned Start Date is equal to or greater than today + number of days.
Active Tasks that the Planned Finish Date is equal to or greater than today + number of days
Completed Tasks that the Actual Finish Date (for Tasks) is equal to or greater than today - the number of days specified by the user.

Note: If you select "Completed In", the first combo box will be disabled and empty.

Days
 
Number of days

Applying My Task View Filters

To apply My Task View filters:

  1. Select My Task View.
  2. Select Dependencies filter.
  3. Select Schedule filter.
  4. If needed, define number of days
  5. Click to apply the selected filters.

Deliverables, Attachments and Assigned Users

If you have objects linked to your tasks, then in the lower half of the My Task View window, you see the attributes of the Deliverables, Attachments and Assigned Users grids, see Example My Task View. These grids work similarly to the Related Objects pane. The only difference is that Deliverables, Attachments and Assigned Users are displayed instead of Related Objects. See Related Objects Pane section for details. By clicking a task in the My Task View pane, all Deliverables, Attachments and Assigned Users appear in their respective panes. They are read-only fields whose Profile Cards details can be browsed, see Browsing Task/Deliverables/Attachments/Assigned Users.

Editing My Task View

The My Task View pane provides you with the functionality to edit the values in most of the fields.

Note: All edited values will be colored green in the My Task View grid. After they are synchronized with SmarTeam via Microsoftİ Project the color changes to the default color.

To Edit My Task View:

  1. In the My Task View window:
    • Select the task you want to edit
    • Click for the task you want to edit to enable the editable fields
    • Edit the fields that you need to change
    • Link to My%20Task%20View_Edit%20Fields_Enabled.gif

  2. Click to save changes or click to cancel changes.

Browsing Task/Deliverables/Attachments/Assigned Users

To browse Profile Card details:

  1. Select a Task in the My Task View pane to display the Deliverables, Attachments and Assigned Users panes.
  2. Click to browse to the related Profile Card to view details for pane you selected (including the task).

Example Deliverables Profile Card

Link to My%20Task%20View%20Window_Deliverables%20Component%20Profile%20Card.gif