Organizer
Introduction
To open the organizer, first select a project in the project tree. Below the symbol Open the... you find the
different working areas of the PTS.
Click on ...Organizer to open the
organizer.
Configuring the organizer
To configure the organizer, mark the root node of the tree on the left.
Check the time window displayed on the right side. Only tasks and appointments falling into this
time period will be displayed. Adapt the values to fit your needs. Apply the changes by clicking
on Change.
Note that activities lying outside of the selected time
window will not be displayed!
Independent of the time period, all current appointments and all open tasks can be displayed by
clicking on respectively
. These actions might not be displayed,
depending on the configuration of the server.
Creating tasks and appointments
On the symbol bar on the configuration page of the organizer you will find the button for creating appointments as well as the
button
for creating tasks. Follow the
instructions in sections appointments and
tasks.
Organizer tree
In the organizer tree, all tasks and appointments concerning the current user are displayed.
Below a task or an appointment, all associated members and attached documents displayed. By
clicking on an object, the corresponding properties page is opened.
The tree is structured into the nodes All, Own and Scheduled by me, below which the respective tasks and appointments are listed. Further structuring is described in the following section.
Presentation of the tasks
Tasks are divided into the following categories:
- Tasks (contains all unfinished tasks)
- Tasks to confirm
- Completed tasks
Below these nodes, all tasks belonging to the respective category are listed.
Click on one of the nodes to display all corresponding tasks in a table on the right.
The task's symbols have the following meaning:
| An open task. Tasks whose due date has already expired are displayed in red. | |
| This task has been started but not completed yet. | |
| Task is done. | |
| Group task. This task was assigned to a group. The respective members are be displayed by expanding the task node. | |
| Recurring task. If this task is completed, a new task is created automatically according to the specified interval. | |
| Persons to whom this task was assigned. |
Presentation of the appointments
Appointment are divided into the following categories:
- Appointments (contains all open appointments)
- Appointments to confirm
- Finished appointments
Below these nodes, all appointments belonging to the respective category are listed.
Click on one of the nodes to display all corresponding appointments in a table on the right.
The appointments' symbols have the following meaning:
| An open appointment. You can configure appointments so that they are considered done automatically after the specified date has passed. Otherwise, they must be set to done manually. | |
| Appointment is done. | |
| Recurring appointment. If this appointment is done, a new appointment is created automatically according to the specified interval. | |
| Persons for whom this appointment has been scheduled. |