Tasks and Gantt chart

Valeriy Galyant
10 November 2016
Hello, WS friends! We are continuing to talk about the new features...

Tasks and communication

Earlier on the following pages — Tasks / By people — you could see a complete list of tasks (open + closed) or only the list of the open tasks (without the closed ones). And if you needed the information on what was closed on a certain day, week, or month, then you could only check it in the Reports section or with the help of the advanced filter ...

Now not only can you switch to viewing all Open, but also to all the Closed1 ones, as well as indicate the period of time that interests you2.


For example, in the tasks By People, you can choose only Closed > by week, and see who did what right away as well as check whether a certain employee managed to stay within the estimates limit and whether he or she exceeded the budget and to which degree...


Tasks

At first glance, nothing changed, but this is far from the truth...



1 — Updated filters panel with enabled Hint F1

2 — In the «tasks and subtasks» section, now there is an option of expanding/ collapsing a task. The tick remembers its state, which is common with the Gantt chart

3 — Added icon-status «Seen by Executive»

4 — Now in any view, «Tasks Only» or «Tasks and Subtasks», there is an option where you can simultaneously choose both tasks and subtasks for the following bulk operations

Lower statistics block

NEW Now the costs statistics is automatically recalculated when searching or applying filters.


1 — Progress bar now has a number for the burning tasks with the transition to the filtered list.

2 — Overall pie chart of project costs is added

This is the progress from the project’s card that can be seen on the View page. Now the data of the estimates versus actual costs by a project is always available here.

Tasks by People



1 — Contextual search is now looking for tasks by default, and if you need to find an executive, then use @ and first letters of the name or last name

2 — On the filters panel, there is a filter Me added that should have been familiar to you by now.

3 — Now you can edit labels and time frames on the fly without leaving the page. Now you can see all the labels and statuses in their full size. However, if you have too many labels which interferes with the view — you can hide them and leave only statuses View > Only statuses

4 — Indicator of costs availability is added — square time clock next to the task’s name. When exceeded, it becomes red. Also, there is now an option of filtering lists of tasks by costs.

5 — Now there’s Hint added, which can be closed and opened again by clicking F1

And now is the most exciting part!

Transferring tasks in between projects participants



You can grab a «line» and drag it to the card of another project participant — thus reassigning the task1.

There are two «technical cards» on the page — Any employee and Without an Executive2.
This allows to take up on tasks that have not been assigned to anyone yet and assign executives to them. Or, on the contrary, unassign executives from a project and transfer those projects to these cards.

When there are many tasks and participants, the whole page can take up several screens, which is, in our humble opinion, not quite convenient. That is why now when you grab a task, there pops up a «dock» with the employees’ avatars to whom a certain task can be assigned3.

For example, if you grabbed an open task, then avatars only of those people who can see it can be assigned as a new executive.

If you do not really like to drag anything, then you can always mark several tasks at the bottom and, as earlier, use bulk operations that are not limited just to reassigning.

  • All the changes in the executives dragging/ reassigning need to be SAVED!
  • On pages with 1000 and more tasks, dragging is automatically deactivated.

Please, take a look at the updated VIEW menu


  • new Open / Closed / All 1
  • new Show / Hide participants’ cards who do not have tasks 2
  • new Show / Hide labels 3

Important! Only open tasks can be dragged! Backdating change of an executive and the date of completion of the finished tasks can only be done in the Reports section.

Copying and Task transferring

new Now any user can copy a task provided that this user can set tasks. And transferring the tasks can be done not only by an administrator but also by an author.

Transferring is combined with the change of hierarchy

There is no longer the need to do one thing (change hierarchy), and then another one (copying). Now, right when copying and transferring you can turn subtasks into tasks and vice versa. The task being copied will become a Task or Subtask depending on the level of the hierarchy you put it in.


  • 1 — can make a Task when transferring
  • 2 — can be included in a subtask and turned into a sub-subtask
  • 3 — or you can choose another project and do the very same thing in there
  • 4 — when there are many tasks, it is helpful to use search

Please, note: with a shortage of nesting levels, subtasks are carried to a higher level with the prefix of its former parent.

And now meet the long-awaited option

Option to copy connections and restore the length of tasks!

For this, during the second step, turn on Copying with all the «Time frames and connections»1 set a new date of start2. The starting point is the start of the earliest task in the group to be copied.


All this allows you to accurately restore the structure and duration of communications tasks, but with the new date specified by you.


Even with accounting for or omitting the weekends and holidays option
(when they are tuned off and a five-day week is used).

Detailed view of a task

Change the name of a task on the spot

Now there is a long-awaited option to quickly change the name of the task. This can be done directly in the detailed view. Just click on the title.


(provided that you have enough permissions for editing the task)


1 Reassigning, change of time frames and labels on the fly. All the existing symbols are clickable.

Tip If you want to hide Labels in this column and leave only Statuses, do it on the Tasks by People page View > Only statuses, and it will be inherited in here.

2 Drag-n-drop of open tasks is possible anywhere in the task’s block — there is no longer a need to look for a special area that can be grabbed and dragged. Please, note! Dragging function is unlimited only with manual sorting. In other sorting options, drag-n-drop works only for the change of hierarchy.

3 Costs indicator is added. Hint will show the numbers, and click will open a window with details.

New Changing or setting the estimates is now possible right from the window for costs entering.


Gantt chart

Now there are no margins on the right, left, and at the bottom. Thanks to that, the chart has more space now. It is always bad when there are two scroll bars. We got rid of the horizontal one having changed it to «press and drag» one. Simply hold down the left mouse button on the chart grid and slide it in any direction. Legend is now combined with a Hint and is accessed by pressing F1 or through the menu.



1 — An option is added to collapse a task that remembers its state now! Its state (expanded/ collapsed) is common with the task’s page.

2 — Avatars without the names leave more space for the task’s name.

3 — View Now you can Show tasks outside of the screen new, which means that when shifting the grid to the left and to the right, there will be no jumps, and all the tasks will remain at their spots.

Gantt by People *

On the Gantt Chart by All Projects, now there is also an option By People. It allows for planning the resources of bigger teams and build inter-project connections. By clicking on an avatar, you can reassign tasks in between the employees, and then change their timeframe taking into account the workload of the executive.

*available only in the PRO level plans.


Calendar




1 — No need to look for that special area that can be grabbed

2 — Now there is a gradient highlighting of the Start events

3 — Transferred events stay dark till they are saved

4 — Syncing of the calendar and Hint with the Legend are now available from the menu

Other

An option to Set a task right from the user’s card1. When you know for whom to set a task, it is enough to find and click that person’s picture in the comments feed, in the participants block or subscribers. Here is also an option to Subscribe / Unsubscribe2.


And the last but not the least ;-) An option to URGENTLY limit the block and the feeds events to events from your correspondence. It is accessible both for the Main Page and for the View.



Dear friends, that is all. As always, we are looking forward

to your feedback and new suggestions.

Have a productive worktime!

Worksection team

Publish

Double click, Bell and Files

Valeriy Galyant
9 November 2016

Hello, friends!

We have great news again, next update is already in your accounts.

A click, double click, long click

As you know, there are two ways to view the same task. And you can use one or another option depending on the situation:

  1. in a modal window without leaving current page;
  2. on a detailed page with the ability to see subtasks, subscribers, and to write long-form comments.

Before it was required to click on a special icon to go in the tasks «quick view» mode, that icon was only near tasks with additional details, or you had to customize clicking options through a special menu. We have solved this problem using double-clicking.

Now single click in a job area opens it to preview, and double click redirects to the detailed view.

Example I My tasks alt+ T — normal click will open your task for preview (as it was before), and double click redirects to the detailed form1. Instead of changing click settings now, there is a hint about how this works2, if you don’t read our news ;-)


Example II Tasks — The action of clicking in empty area of the task has changed. Now it is not checking, but a Preview. Double click as well as long-click (press down, hold a little and release — this is equivalent to exact clicking in the checkbox «select task» on the left) actions appeared.

Let us consider Project Objectives page as «before and after»

1 Click in the empty area Before — Mark a task | After — Preview

2 Double click in the empty area Before — There wasn’t | After — Detailed view

3 Long click Before — There wasn’t | After — Cancel tasl

4 Click in the header No change — Switching to detailed view

Also using Shift-click, you can mark a task or group of tasks, and using Ctrl-click you can open a task in a new window


Group operations mode

When you have marked at least one element in the task list, comments, files or anything else, a mode that allows you to mark other elements by clicking anywhere is activated. In this mode, you no longer need to aim checkboxes, worrying that you might accidentally clicked on something else and lost all previous marks.

You can exit from «group operations» mode by clicking here1, here2, or simply by pressing the ESC key (there is no such key in new MacBook Pro ;-)


Reminder: you could choose first element not only by precisely clicking on checkbox, but also with the «long click» (press, hold and release in a second). This principle works everywhere, where group operations are possible.

And the last one: Contextual clues appeared on pages Tasks and Tasks by people, and you can use them clicking on the F1 key or using the menu.


Bell

Click for preview, double-click — go to the detail view.

We remind you that the exact click at the task name will immediately redirect you to the detailed view. But it is not the most interesting thing...

Meet the new features!

1 — feature to delete any notification in the feed with a single click!

2 — now you can unsubscribe from a task right in the feed!

3 — feature of mass clearing of notifications!


Go to the Clear more ... — you can clear all the notifications for specific task in the feed1 or clear all notifications in in the feed2


We hope that all these features allow you to take a fresh look at the bell and how it works. And those who haven’t looked in it for a long time — to start from scratch.

For example, you can start with a complete cleaning of notifications feed. Then you could delete messages marked as read and leave only those, which will be useful for you in the future. After some time, when the feed again will be lengthy and uncomfortable, you could clean it again. Maybe someone even want to clean the feed at the end of each working day or week.

Advice When you are working in your account, bell notifications very quickly lose their value and relevance. Do not be afraid to clean them.

Disabling some types of notifications

Earlier, all events of your subscription appeared in your bell, and you could do nothing about it, but now you may refuse to receive some types of notifications!

To do this, open your Profile setting alt+М and disable in the bell column all types of events that are not interesting to you.


For example: now you won’t receive notification on tasks changes in the bell, but you would receive them via email1. And completely disable reactions notifications2.

Files

Probably you have immediately noticed that file icons1 were updated. Everywhere you could find references to small picture or image in the text, a small zoom appeared2.

Now when you click on a file of any type, view mode is activated, it allows you to scroll the feed of images, documents or files to download one by one, without jumps and skips. We remind you that in the application you could scroll files in view mode using Swipe left/Swipe right, to scroll in the browser — using arrows.

Now you can play MP3 and MP4 files in view mode without leaving your account.


Upload Progress

Many users asked to make a visible upload status, because process of large files uploading was not visible and it was unclear when it would end.

Well, we did it. Files upload become beautiful, comfortable and informative1. Besides, right now at the stage of task or a comment creation you can view the attached image using this button2.



Selecting previously uploaded files

There also appeared zoom1 and two system folders CLIP and MOBILE2 — where files are uploaded automatically from the clipboard and mobile devices, respectively. But that’s not all. There is a long-awaited opportunity to attach previously uploaded files from other projects. To do this, simply switch to another project by clicking on the name of current project3.


This concludes the first part of our story about updates.

In the next post, you will learn about new products related to Tasks, Task by the People, and Gantt charts.


Have a productive worktime!

Worksection Team

Publish

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