6.11 Working with Task Folders

Task folders keep track of the progress made in completing work assignments. Teaming enables you to create a Task folder in any workspace that you desire. You can maintain a personal Task folder in your personal workspace, and then add separate Task folders in your team workspaces to keep track of tasks that are specific to that team.

6.11.1 Changing the View of Your Task Folder

The View toolbar enables you to choose the kinds of tasks that you want to display in the task list, according to the following categories:

  • Closed: Displays tasks that have the status of Closed.

  • Today: Displays tasks that have a due date of today.

  • Week: Displays tasks that have a due date sometime in the next seven days.

  • Month: Displays tasks that have a due date sometime in the next 30 days.

  • All Active: Displays tasks that are currently active.

  • All Entries: Displays all tasks.

  • Assigned Tasks: Available only in user workspaces. Displays all tasks assigned to the owner of the workspace, regardless of where the tasks are located in Teaming.

  • From Folder: Available only in user workspaces. Displays all tasks that are in the current folder.

6.11.2 Sorting Tasks in Your Task Folder By Task Characteristics

Teaming enables you to sort the tasks in your task list based on task characteristics. You can sort tasks by the following categories: task name, priority, due date, status, assignee, percent done, and location.

  1. Navigate to the task folder where you want to sort your tasks.

  2. At the top of the task list, click the title of the column heading by which you want to sort the tasks.

    Tasks in the task folder are sorted according to the column title that you clicked.

6.11.3 Synchronizing the Teaming Task Folders of Your Choice

Teaming enables you to synchronize the Teaming Task folders of your choice, and display them in a single, summarized task list in the Accessory Panel. You can display tasks that are assigned to specific users, groups, or teams.

  1. Navigate to the page where you want to display the task list.

  2. Click the Accessory Panel drop-down list.

  3. Click Add an Accessory.

  4. In the Accessory Scope section, select where you want the accessory to be displayed.

    Personal accessory for this page only: This accessory appears only to you and only on the currently displayed workspace or folder page.

    Personal accessory for all workspaces and folders: This accessory appears only to you, but it appears on all workspace and folder pages that you view.

    Community accessory for this page: This accessory appears only on this page, and it appears to everyone who views the current page. Only workspace and folder owners are allowed to establish community accessories.

  5. In the Accessory Type section, select Task Summary.

  6. Click OK.

    The Accessory Setup page is displayed.

  7. In the Title field, provide a title for the task list.

  8. In the Display Style section, select whether you want the task list to have a border.

  9. In the # of Results to be Shown section, specify how many results you want to display at any one time in the task list.

  10. In the Show Only the Tasks Assigned To section, specify the specific users, groups, or teams whose tasks you want to display.

  11. In the Select the Task Folder(s) to be Shown section, navigate the workspace tree and select all of the Task folders that you want to be included in the task list.

    Teaming takes the tasks from all of the Task folders that you select here, and displays them in a single, convenient task list in the Accessory Panel.

  12. Click Apply > Close.

    The Task Summary accessory is displayed in the Accessory Panel on the pages where you configured it to be shown, as explained in Step 4.

6.11.4 Viewing All Tasks That Are Assigned to You

Teaming enables you to display all of the tasks that are assigned to you, whether they are assigned personally to you, or assigned to a group or team of which you are a member.

Viewing Your Tasks in a Full Interactive View

Teaming enables you to view a full interactive view of all of your assigned tasks. In a graphical and interactive view, you can easily modify task priority, status, and completion level.

  1. Navigate to a task folder in your personal workspace.

  2. In the Show section, select Assigned Tasks.

    Teaming displays all tasks that are currently assigned to you. You can easily modify task priority, status, and completion level.

Viewing Summaries of All Your Assigned Tasks

  1. Navigate to the home page of your personal workspace.

  2. Click the Tasks and Calendars tab.

    The left section of the page displays all of the tasks that assigned to you, whether they are assigned personally to you, or assigned to a group or team of which you are a member.

  3. Select Anytime.

    Teaming displays in a summarized view all tasks that are assigned to you.

Viewing Summaries of Your Assigned Tasks That Are Due within the Next Two Weeks

  1. Navigate to the home page of your personal workspace.

  2. Click the Tasks and Calendars tab.

    The left section of the page displays all of the tasks that assigned to you, whether they are assigned personally to you, or assigned to a group or team of which you are a member.

  3. Select Within 2 Weeks.

    Teaming displays in a summarized view of all tasks that are due within the next two weeks and are assigned to you.

6.11.5 Viewing All Tasks That Are Assigned to a Specific Team, Group, or Individual User

Teaming enables you to view all tasks located in the Teaming site that are assigned to a specific team, group, or individual user, and display them in a single, summarized task list in the Accessory Panel.

  1. Navigate to the page where you want to display the task list.

  2. Click the Accessory Panel drop-down list.

  3. Click Add an Accessory.

  4. In the Accessory Scope section, select where you want the accessory to be displayed.

    Personal accessory for this page only: This accessory appears only to you and only on the currently displayed workspace or folder page.

    Personal accessory for all workspaces and folders: This accessory appears only to you, but it appears on all workspace and folder pages that you view.

    Community accessory for this page: This accessory appears only on this page, and it appears to everyone who views the current page. Only workspace and folder owners are allowed to establish community accessories.

  5. In the Accessory Type section, select Task Summary.

  6. Click OK.

    The Accessory Setup page is displayed.

  7. In the Title field, provide a title for the task list.

  8. In the Display Style section, select whether you want the task list to have a border.

  9. In the # of Results to be Shown section, specify how many results you want to display at any one time in the task list.

  10. In the Show Only the Tasks Assigned To section, specify the specific users, groups, or teams whose tasks you want to display.

  11. In the Select the Task Folder(s) to be Shown section, do not select anything.

    Teaming takes the tasks from the entire Teaming site that are associated to the user, group or team that you specified in Step 10, and displays them in a single, convenient task list in the Accessory Panel.

  12. Click Apply > Close.

    The Task Summary accessory is displayed in the Accessory Panel on the pages where you configured it to be shown, as explained in Step 4.

6.11.6 Importing Tasks

Teaming enables you to import tasks from other software applications. You can import tasks from Outlook or from other applications that export to files of .ical, .ics, .ifb, and .icalendar formats.

You can import tasks as a single file, or you can import a list of tasks from a URL.

Importing Tasks as a Single File

  1. Navigate to the Task folder where you want to import the task.

  2. In the main sidebar, click Folder Options > Import Tasks.

  3. Click Import Tasks from a File.

  4. Click Browse, then browse to and select the task that you want to import.

  5. Click Import from File.

Importing Tasks from a URL

  1. Navigate to the Task folder where you want to import the task.

  2. In the main sidebar, click Folder Options > Import Tasks.

  3. Click Import Tasks from a URL.

  4. In the provided field, specify the URL where there is a list of tasks that you want to import.

  5. Click OK.