Task list

A Task list shows all the Tasks and Milestones connected to an object. A Task list can be added to scorecard elements and Strategic initiative objects.

The Task list is a status object that can impact KPI status just like other status objects can.

How to create an Task list in Configuration Studio

To add a Task list element to a scorecard element, right click the parent element

to which it belongs, choose Add -> Table -> Task list.

Properties

General

Name - the name "Task list" is generated automatically but it may be changed
Description - an optional text describing the object, displayed when you click Description in the drop-down for the Task list on the web
Filter configuration - define the conditions that are to be met; this is done by selecting the desired properties, operations, and values from the drop-down lists

Start by clicking Add new rule set.

Select one:
- All - an object must meet all of the rules in a set
- Any - an object must meet only one of the rules in a set
- None - an object may not meet any of the rules in a set
Choose the property you want to define in the drop-down list on the left, e.g. ID. The contents of the operator drop-down list in the middle will be adjusted in accordance with what you choose. Select the operator you want, e.g. "=". In the drop-down on the right, select the value the property should have, e.g. "100".

Some properties such as Start date and End date are historical properties. That means that they will only have value in the period in which the value was entered or in later periods. So filtering on Start date and End date will only work in periods where they already have value.

Example: You enter values in Start date and End date for a Task in October 2017, Start date = Aug 1, 2017, End date = April 30, 2018. You want the Task list to show Tasks where the Start date in the past. In October, November etc. you will see that particular Task in the Task list. However, if you go back to a period before October 2017 you will not see that particular Task in the list, because Start date was not yet set.

To create additional rules, click Add new rule.

For some properties, the second drop-down list contains the "empty" option, so you can search for Strategic initiatives where that property is missing, e.g. Start date, Status, Progress, etc.

Column configuration - choose the properties to be displayed. By default, each object is configured to show a given set of properties, but you can change which properties to show and in which order. To change whether a property is visible or not, click the icon to the right and choose between "visible", "hidden" or "not available" in the Visible column. Web users can select to hide columns that are "visible" or show ones that are "hidden" by clicking the downward arrow on a column heading on the web; they will not see items with "not available". Use the arrows on the right to change the order.

Table expansion- select the default expansion state of the Task list on Web.
- Expanded - displays all levels of tasks by default.
- Collapsed - displays only top-level tasks by default. You can expand the structure manually.
- Expand first level - displays tasks up to the first level for each task in the Task list on Web.
- Expand second level - displays child tasks up to the second level for each task in the Task list on Web.
- Expand third level - displays child tasks up to the third level for each task in the Task list on Web.

Status & Progress

Status algorithm - the algorithm used to calculate the status. See Algorithm types for more information. Default for task lists is "Worst status".
Manual progress - the progress of the Task in percent, if "Manual progress" is selected in Progress algorithm, can be set here or on the web
Status type - click the icon to the right to choose the status configuration to use; new Status types can also be configured here. See Status types for more information.
Status - if you selected "Manual status" in Status algorithm, select the status color to show on the web: "Red", "Yellow", "Green", or "None"; Manual status may also be set on the web

Inherit status - applies only if you select 'Manual status' for Status algorithm.

If no status value exists for the period, Corporater BMP uses the status value for the previous period.

For Corporater BMP to clear the status value for each period so that users can manually register the status for these periods, deselect the option.

Progress algorithm - the algorithm used to calculate progress. If "Weighted progress" is selected, the weight factor above will be used.
Weight - the weight factor of this object. Indicates the importance an object has in relation to other objects at the same level.

Visibility

Chart template - choose the template to use when the table is converted to a chart on the web. Chart templates are configured in Shared web items.

Border style - choose the style the object should have:
- Frame and Title bar
- Frame only
- None
Visible - select how the object should appear on the web:
- Visible
- Not visible
- Only visible for Admin - shows the object on the web only for users with admin user role; this applies everywhere, e.g. breadcrumb, organization tree, page content, Reporter, searching, filtered lists, maps, and Workflow.
This can be useful e.g. when adding new elements to "live" objects.

Configuration

Go directly to new object - if checked, when a user adds any child object on the web he/she will be taken directly to the new object's page; if not checked the user will stay on the page of the owning (parent) object

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Features

Addable items - select which object categories and object types can be added to the task list on Web from the list of existing default and custom object types.

If the individual objects or the objects in the specified category are template model objects, when a user adds them to the task list on Web, Corporater BMP creates corresponding new objects in the business model as objects that are linked to those template model objects.
Show tools - displays the Function menu next to the name of the page that contains the task list on Web.
Allow pagination - select for the task list to be paginated on Web. Corporater BMP divides the number of items in the task list across multiple pages, each page including the number of items in Rows per page. If you select Show page controls also, users can use forward and backward arrow buttons to navigate the pages in the list.
Rows per page - applies only if you select Allow pagination. Enter the number of items to display on each page of the task list on Web.
Show page controls - applies only if you select Allow pagination. Displays the pagination controls for the task list on Web. The controls include the forward and backward arrow buttons and the location number of the page that's currently in view in the total pages range.
Visible - select how the task list displays on Web on a page and in any other page element that includes it, such as the breadcrumb, the organization tree, search results, filtered lists, maps, reports, and workflow items.
- Visible
- Not visible
- Only visible for Admin

Lifetime

Lifetime start - select the first day the object and its available children are valid.
Lifetime end - select the last day the object and its available children are valid.

For more information on how to limit the time period during which an object is available to users, see Time span.

Layout

Columns large screen - the number of page columns the object spans across on Web on a large screen device.
Columns medium screen - the number of page columns the object occupies on Web on a medium screen device.
Columns small screen - the number of page columns the object occupies on Web on a small screen device.

The maximum number of page columns is 6. Hence, for the object to span across the entire page, set the value of '6' for the device type.

For the object to span across half the page, set the value of '3'. For the object to span across a sixth of the page, set the value of '1'.
Page setup - click the Page Setup button () and select a page setup for children objects to the object. The object itself doesn't use the setup. You can create and configure page setups in Shared web items.
Header style - select the header style for the object.
- Inside - displays the object's name together with the object header on Web.
- Outside - displays a divider between the object's name and the object header on Web.
- None - displays the object without its object name.
Border style - select the border style for the object.
- Line - displays the object inside a frame on Web.
- None- displays the object without a frame on Web.
Shadow - check to display a shadow around the object on Web.
Show status as - select which icon to show in the Title bar. You can choose between:
- Status gauge icon
- Bullet icon
- No icon
Transparency - enter a value for how transparent the object is on Web.

The value range is between '0' to '100', where '100' represents that the object is fully transparent.
Header color - click the Edit button () and select a color for the object header.

You can create and configure colors in Shared web items.

For optimum design, Corporater BMP recommends you don't use bright gradients or transparent pastels as header colors for table headers.
Font color - click the Edit button () and select a color for the object's text font.

You can create and configure colors in Shared web items.
Container - click the Edit button () and select a container for the object.

The container represents the page tab on which the object displays on Web.

You can create and configure containers for page setups in Shared web items.
Show on large display - select for the object to display on devices with a large display.
Show on medium display - select for the object to display on devices with a medium display.
Show on small display - select for the object to display on devices with a small display.
Tab - the page tab to display the object on Web.

You can create and configure new tabs in Shared web items.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.