Project Tree
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How to get to a particular task tree?
Through the task list. When you open any task list, you can see column “Actions” next to every task. Click the tree symbol to open the entire task tree. The task you have selected will be marked. To create a new job to the task you have selected, click “Insert” or “Enter”.
Through the project tree. If you have an opened project tree (a “Projects” tab), but you want to see the tree of one task or project, move the mouse onto the entry you want to see and click the tree symbol. You will see the task you have selected and all the tasks belonging to it. Tasks that are not relevant will not be shown.
Through the task creation/editing tab. You can open a task tree from a task editing tab. To open the entire tree and to mark the task in it, click “Task in the tree”.
To get to the tree of a particular task Activity or Project, click “Activity” or “Project” in the task editing tab. When the task opens, click “Task in the tree” and you will get your task tree.
How to copy a tree or move it to a different place?
Click “Projects”. In the project tree find a branch you want to copy or move. To move a branch:
- Select the branch by clicking the right mouse button on it – the branch menu will pop up.
- Select “Copy” if you want to copy the tree with all its branches. Select “Copy only this”, if you want to copy only the task selected.
- Select a place where to move the copy.
- Open the branch menu again and select “Paste”. The tree will be successfully moved.
To move a tree to a different place, click the title of the task and drag the tree to the place you want. The tree will be moved with all its branches.
Attention! A tree with over 100 branches (tasks) cannot be moved or copied. A tree branch can have no more than 300 entries.
How to sort entries in the tree?
- Click “Projects”.
- Click “Sorting”.
The system usually sorts entries by title in the ascending order. If necessary, you can change task sorting.
Tasks may be sorted in the ascending or the descending order by:
- title
- code number of the task
- priority (urgent, as planned, immediately)
- status (new, assigned, resolved, unconfirmed, closed, reopened, archived)
- date and time of creation.
To change task sorting, remember that task interdependencies must remain the same. It means that only the same level entries can be sorted.
To change sorting, select the sorting criterion and the sorting order, and click “Save”.
How to conveniently sort projects?
Click “Projects” in the main menu. You will see all your projects in the project tree. For more about sorting, see subject “How to sort entries in the tree?”. Here are some tips how to conveniently sort projects:
