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Version: 8.5

Favorite projects & Observer users

Favorite projects​

A new field has been added to the Users file: “Favorite projects.”

Access: Application config / Administration → User management → Users

  1. Open the User file.

  2. Favorite Projects: in the Overview, find the “Favorite Projects” field. Add favorite projects.

caution

If no favorite projects have been selected on the User file, the Favorite Projects menu will not appear in the Project module menu list.

If favorite projects have been added, they will be visible from this menu. Access: Project Management → Projects → Favorite Projects

Tree icon: from the Favorite Projects menu, view projects and sub-projects in tree view by clicking on the corresponding icon.

List icon: from the Favorite Projects menu, view the list of tasks by clicking on the corresponding icon.

1.1. A new field has been added to the Users file: “Favorite projects.”. Add a favorite project in the new field.
1.1. A new field has been added to the Users file: “Favorite projects.”. Add a favorite project in the new field.

Allow task assignment to any user​

Access: Project Management → Projects → Projects

A new feature, Allow task assignment to any user, has been added to the Project file. When this option is enabled, any active user can be assigned to tasks in this project. Otherwise, assignment is limited to project members.

  1. Open the Project file.

  2. Configurations: open the Configurations tab.

  3. Allow task to be assigned to any user: in the Project Structure - Members section, enable the option.

1.1. Access : Project Management → Projects → Projects. Open the Configurations tab in the Project file and enable the option Allow task to be assigned to any user.
1.1. Access : Project Management → Projects → Projects. Open the Configurations tab in the Project file and enable the option Allow task to be assigned to any user.

Tasks & Observer Users menu​

A Tasks menu has been added starting from the version 8.5.

info

By default, when you open the Tasks menu list view, you will find all the tasks assigned to you.

This task list is editable. You can easily add tasks and manage them separately from projects.

Filters: apply filters to make it easier to navigate through all tasks.

My observed tasks: you can choose to view observed tasks. Observed tasks include tasks in which you are also designated as an observer.

info

Being an observer on a task does not necessarily mean it has been assigned to you.

When you apply a filter to the task list, you can choose from:

  1. My tasks: these are tasks that are assigned to the user.

  2. My observed tasks: these are tasks created by the user themselves and tracked by the user. This list includes tasks that are in progress.

  3. Tasks assigned to others: these are tasks created by the user and assigned to other users.

  4. All my tasks: these are all tasks that have been created by the user (regardless of who these tasks are assigned to). This list can be considered as the history of all tasks that have been created by the user.

  5. All my observed tasks: these are all tasks that the user has created and that are tracked by the user. Closed tasks are included.

Access: Project Management → Projects → Tasks

Observer Users: Starting with version 8.5, it is now possible to add users watchers in the corresponding field (Overview tab). This option allows all observer users to receive notifications when a change is made.

1.1. Starting with version 8.5, it is now possible to add users watchers in the corresponding field (Overview tab). This option allows all observer users to receive notifications when a change is made.
1.1. Starting with version 8.5, it is now possible to add users watchers in the corresponding field (Overview tab). This option allows all observer users to receive notifications when a change is made.