Common operations

Search for an item

To quickly find the necessary item (e.g. project, milestone, project document) by name, go to the corresponding section and use the Search field on the top. Tap this field, enter the required item name and tap the Search button on the keyboard.

Use the icon to reset the search query. To close the search field, tap the icon on the left.

Sort and filter items

You can sort items by different parameters and apply a filter or several filters to display the necessary items only. Available sort and filter options may differ depending on the selected module: Tasks or Projects. All the available sort and filter parameters for different items are listed in the corresponding sections of the documentation.

To sort items in the corresponding section:

1. Tap the icon in the top right corner.
2. Tap one of the available sorting options.

   For tasks:

   • deadline,
   • priority,
   • creation date,
   • start date,
   • title,
   • order.

   For projects:

   • creation date,
   • title.

To filter items in the corresponding section:

1. Tap the icon in the top right corner.
2. Tap one of the available filtering options.

   For tasks:

   • Responsible:
     • Me.
     • Other user. Tap this option to open a list of all portal users as well as a search panel. Find the required user or start entering their name in the search field.
     • Groups. Tap this option to open a list of all portal groups.
     • No responsible.
   • Creator:
     • Me.
     • Other user. Tap this option to open a list of all portal users as well as a search panel. Find the required user or start entering their name in the search field.
   • Project:
     • My projects.
     • Other projects. Tap this option to open a list of all projects on the portal as well as a search panel. Find the required project or start entering the project title on the search field.
     • With tag. Tap this option to select the required tag.
     • Without tag.
   • Milestone:
     • Milestones with my tasks.
     • No milestone.
     • Other milestones. Tap this option to open a list of all milestones on the portal as well as a search panel. Find the required milestone or start entering its title in the search field.
   • Status:
     • Open.
     • Closed.
   • Due date:
     • Overdue.
     • Today.
     • Upcoming.
     • Custom period. Tap this option to open a calendar to enter a customized period. When you are ready, tap the 'Save' button in the top right corner of the screen.

   For projects:

   • Status:
     • Active.
     • Paused.
     • Closed.
   • Project manager:
     • Me.
     • Other user. Tap this option to open a list of all portal users as well as a search panel. Find the required user or start entering their name in the search field.
   • Team member:
     • Me.
     • Other user. Tap this option to open a list of all portal users as well as a search panel. Find the required user or start entering their name in the search field.
   • Other:
     • Followed.
     • With tag. Tap this option to select the required tag.
     • Without tag.
3. Tap the Show tasks/projects button at the bottom of the screen to apply filters.

To clear the filter, tap the icon and use the Reset option at the top right corner of the screen.

Perform actions on a single item

Available options may differ depending on the selected app section (tasks, projects). All the available options for different items are listed in the corresponding sections of the documentation.

To change the item status, tap to the left of the necessary menu item, e. g., for active projects, the Stop and Closed options are available. For paused projects, the Active and Closed options are available. For closed projects, just the Active option is available.

To perform various actions, open the required task or project and tap the Actions button.

• Tap the Copy link option to share the link to the task or project with other portal users.
• Tap the Edit task/project option to edit the corresponding item, i.e. change its title, due date, responsible users, etc.

  Please note that the item status shall be set to "Open".

• Tap the Follow/unfollow task/project option to receive or stop receiving notifications for changes made to the corresponding item respectively.
• Tap the Delete task/project option to delete the corresponding item.