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FAQ › How do I...? › Category: Tasks
How can I show the tasks that will finish “Until Today” in “My Tasks” view?
Question Link
Answer

To show the tasks that will finish Until Today 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 “Until Today” 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 a specific interval of time in “All Assignments” view?
Question Link
Answer

To show the tasks that will finish in a specific interval of time 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. Click the "Filter" option located in the upper right corner of the view, select the "Finish" option, and choose the "Custom" option from the dropdown menu. Next, input the desired dates in the "After" and "Before" fields.

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

How can I show the tasks that will finish in a specific interval of time in “My Tasks” view?
Question Link
Answer

To show the tasks that will finish in a specific interval of time in My Tasks view, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu. Click the "Filter" option located in the upper right corner of the view, select the "Finish" option, and choose the "Custom" option from the dropdown menu. Next, input the desired dates in the "After" and "Before" fields.

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

How can I show all completed tasks in “All Assignments” view?
Question Link
Answer

To show all Completed Tasks 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, and choose the “Completed” option from the dropdown menu that appears.

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

How can I show all completed tasks in “My Tasks” view?
Question Link
Answer

To show all Completed Tasks 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, and choose the “Completed” option from the dropdown menu that appears.

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

How can I show all active tasks in “All Assignments” view?
Question Link
Answer

To show all Active Tasks 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, and select the “All Active” option from the dropdown menu that appears.

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

How can I show all active tasks in “My Tasks” view?
Question Link
Answer

To show all Active Tasks 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, and choose the “All Active” option from the dropdown menu that appears.

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

How can I show all tasks in “All Assignments” view?
Question Link
Answer

To show all tasks 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, and choose the “All Tasks” option from the dropdown menu that appears.

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

How can I show all tasks in “My tasks” view?
Question Link
Answer

To show all tasks 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, and choose the "All Tasks" option from the dropdown menu that appears.

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

How can I search by keyword in “All Assignments” view?
Question Link
Answer

To search by keyword in All Assignments table, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu, click on “All Assignments” and type the desired word in the “Search by Keyword” field. Only tasks containing the specified word will be shown.

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

 

How can I search by keyword in “My tasks” view?
Question Link
Answer

To search by keyword in My Tasks table, go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu and type the desired word in the “Search by Keyword” field. Only tasks containing the specified word will be shown.

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

 

How can I access the “My Tasks” functionality?
Question Link
Answer

To access the My Tasks functionality, in the app go to menu File – Home – My Tasks button or in our Online Portal go to the Tasks menu.

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

Why are tasks not displayed in the "All Assignments" view?
Question Link
Answer
If the "All Assignments" view shows no tasks, it indicates that your team members are not assigned to any tasks within the project files stored in the Drive365 cloud location. To have tasks displayed in this view, you need project files saved in Drive365 cloud that include tasks assigned to your team members.
Why are tasks not displayed in the "My Tasks" view?
Question Link
Answer
If the "My Tasks" view shows no tasks, it indicates that you are not assigned to any tasks within the project files stored in the Drive365 cloud location. To have tasks displayed in this view, you need project files saved in Drive365 cloud that include tasks assigned to you.
How can I see the tasks from both projects and portfolios?
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Answer
You cannot see tasks from both Projects and Portfolios. You must choose one of them.
What fields are available in “All Assignments” table?
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Answer
The following fields are available in All Assignments table: Task Name, Assigned To, Finish, % complete and Project.
What fields are available in “My Tasks” table?
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Answer
The following fields are available in My Tasks table: Task Name, Finish, % complete and Project.
With what subscription type is the “My Tasks” functionality available?
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Answer
The My Tasks feature is available only with a Business Subscription.
What does the “My Tasks” functionality do?
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Answer
The "My Tasks" implementation allows you to view all tasks assigned to you and your team members across various projects saved in the Drive365 cloud location.

Where is respect the links button?
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Answer
We are sorry but, at this point, we do not support the "Respect the Links" functionality in our app.
Where is the Task Inspector?
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Answer
We are sorry but, at this point, we do not support the Task Inspector functionality in our app.
Where do I find more detail on the "Split" task function?
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Answer
For more information, please check our Split Task online help article.
On what platform does Project Plan 365 supports alerts when setting incorrect task dependency?
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Answer

The Task Succession Alerts functionality is currently available on the Mac and Windows platforms.

Is Project Plan 365 going to alert me when setting an incorrect task dependency?
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Answer
Project Plan 365 will alert you when you set the following incorrect task dependencies cases:
  • Circular dependency - when tasks are already liked together;
  • Task chain dependency - when tasks are already linked through another task chain;
  • Dependency to the task itself - when making a task a predecessor of itself;
  • Dependency between a summary task and a subtask - when linking a summary task to one of its subtasks;
  • Linking predecessor task twice to the same successor;
  • Adding invalid predecessor value;
  • SF and FF dependency for a summary task;
  • Linking non-existent tasks;
  • Adding invalid lead/lag time value.
How do I add repetitive milestones?
Question Link
Answer
To insert a recurring milestone task in your project, go to menu Task - Insert - Recurring task option. Set the duration to 0 days and set the desired recurrence then click OK.
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