FAQ Project Plan 365

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How do I apply a filter in MS Calendar view?
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In MS Calendar view you can use filters to display only some specific tasks. When you select a filter, the MS Calendar view displays the information as defined by that filter's criteria. To apply a filter in MS Calendar view, go to menu Project -Filter and select the desired filter. Note that, by default, the filter applied is All Tasks filter.

How do I apply another table to MS Calendar view?
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The MS Calendar view does not make use of any tables.

Can I change the duration of tasks in MS Calendar view?
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In MS Calendar view you can change the duration of tasks by resizing their corresponding bars. You can drag from the end of the bar to the left.

Can I move tasks in MS Calendar view?
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In MS Calendar view you can move tasks to another day using drag and drop with the mouse.

What is the difference between MS Calendar View and Calendar View?
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The MS Calendar View is the traditional view that only allows you to view tasks in a monthly display while the MS Calendar View is an upgraded version that also allows you to schedule and customize the MS Calendar as desired. For more information, please check our Calendar View Online Help Article.
When should I use the MS Calendar view?
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You should use the MS Calendar view to show the tasks scheduled in a specific week or range of weeks. Also, the MS  Calendar view helps you to review the tasks that are scheduled on particular days, weeks or months.

What is the MS Calendar view?
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MS Calendar view offers the possibility to review your project tasks in a MS Calendar format. Task bars span the days or weeks that the tasks are scheduled. This familiar format enables you to quickly see which tasks are scheduled on particular days, weeks, or months.

How do I use the MS Calendar View?
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To use the MS Calendar View, first go to menu File – Options – General tab – check the Show MS Calendar View checkbox and click OK. The MS Calendar can be accessed from the View Bar, from the View menu or from the Quick Access Toolbar.

Can I add a team member that already has a subscription?
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Can I add a team member that already has a subscription?
What platforms is the My Tasks functionality available on?
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​The My Tasks functionality is available on the Windows, Mac, iPad, Web and Online Portal platforms.​

 

How can I see the tasks a specific team member is working on?
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To display the tasks a specific team member is working on, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the “Filter” option located in the upper right corner of the view, then click on the “Assignments” option and select the desired team member by clicking on it.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I apply multiple filters at the same time?
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To apply multiple filters at the same time, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu and select “My Tasks” or “All Assignments” view. Then, click on the “Filter” option in the upper right corner of the view and apply the desired filters by clicking on them.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I see the tasks from a specific portfolio in “All Assignments” view?
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To see the tasks from a specific portfolio in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the "Filter" option in the upper right corner of the view, then select the "Portfolios" option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the "Portfolios" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I see the tasks from a specific portfolio in “My Tasks” view?
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To see the tasks from a specific portfolio in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click on the "Filter" option in the upper right corner of the view, then select the "Portfolios" option. Choose the specific portfolio by clicking on it. Note that you can view tasks from multiple portfolios by selecting them from the "Portfolios" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I see the tasks from a specific project in “All Assignments” view?
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To see the tasks from a specific project in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, then go to All Assignments tab. Click on the "Filter" option in the upper right corner of the view, then select the "Projects" option. Choose the specific project by clicking on it. Note that you can view tasks from multiple projects by selecting them from the "Projects" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I see the tasks from a specific project in “My Tasks” view?
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To see the tasks from a specific project in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click on the "Filter" option in the upper right corner of the view, then select the "Projects" option. Choose the specific project by clicking on it. Note that you can view tasks from multiple projects by selecting them from the "Projects" list.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show tasks that will finish in the “Future” in “All Assignments” view?
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To show the tasks that will finish in the Future in All Assignments view, igo to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Future” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show the tasks that will finish in the “Future” in “My Tasks” view?
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To show the tasks that will finish in the Future in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, access the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Future” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show tasks that will finish “Next week” in “All Assignments” view?
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To show the tasks that will finish Next Week in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Next Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show the tasks that will finish “Next week” in “My Tasks” view?
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To show the tasks that will finish Next Week in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Next Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show tasks that will finish “This week” in “All Assignments” view?
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To show the tasks that will finish This Week in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “This Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show the tasks that will finish “This week” in “My Tasks” view?
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To show the tasks that will finish This Week in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “This Week” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show tasks that will finish “Tomorrow” in “All Assignments” view?
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To show the tasks that will finish Tomorrow in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Tomorrow” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show the tasks that will finish “Tomorrow” in “My Tasks” view?
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To show the tasks that will finish Tomorrow in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Tomorrow” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

How can I show tasks that will finish “Today” in “All Assignments” view?
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To show the tasks that will finish Today in All Assignments view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, go to All Assignments tab then click on the “Filter” option located in the upper right corner of the view, click on Finish and select the “Today” option from the dropdown menu that appears.

Note: On iPad, go to menu File - Info/Status - My Tasks.

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