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
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:
- Select My Task View.
- Select Dependencies filter.
- Select Schedule filter.
- If needed, define number of days
- 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:
- 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
- Click
to save changes or click
to cancel changes.
Browsing Task/Deliverables/Attachments/Assigned Users
To browse Profile Card details:
- Select a Task in the My Task View pane to display the Deliverables, Attachments and Assigned Users panes.
- Click
to browse to the related Profile Card to view details for pane you selected (including the task).
Example Deliverables Profile Card