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The task view

Table of Contents

The task view is a common element in ISOPlanner and can be found in:

  1. My tasks
  2. My requests
  3. All tasks & events
  4. Tab “Tasks & Events” for specific items (e.g. processes, risks and controls)

 

It shows an overview of tasks in that context and has capabilities to let you work with that overview easily.

  1. 1. Main filter
  2. 2. Actions
  3. 3. View options
  4. 4. Text filter
  5. 5. Quick filter
  6. 6. Task view

 

The view options are saved locally for each user.

  1. Main filter & quick filter
  2. View type
  3. Period
  4. List sorting
  5. Columns to display

 

When the user clears all Browser cache including local files, the view options are restored to their defaults.

 

Main filter #

The main filter provides the options to filter the tasks so that you get the overview of tasks falling into the filters set by you. You can choose from:

  1. Standards
  2. Shared with (Business / Premium)
  3. Assignment
  4. Status
  5. Start date
  6. Deadline
  7. Follow-up
  8. Tags
  9. Tag groups
  10. Context
  11. Task types

 

Items that you select within each of these groups are handled with an ‘OR’ operator. Items in different groups are handled with an ‘AND’ operator.

For example, create a filter with

  1. Select statuses: Accepted and In progress
  2. Select deadline: This week and Next week

 

All tasks that satisfy the following condition are now displayed:

(Task status = Accepted OR Task status = In progress) AND (Task deadline = This week OR Task deadline = Next week)

An exception can be made for tags. With tags, you have the option to also apply the AND operator for tags of different tag groups.

When the option Use ‘AND’ instead of ‘OR’ for different tag groups is checked, tasks displayed satisfy following parameters:

Task tags has Source : Pentest result AND (Task tags has Business Unit : A OR Task tags has Business Unit : B)

Note that Business unit : A and Business unit : B have the same tag group (Business unit) so they are included with an OR operator.

When you turn the option off, the condition becomes:

Task tags has Source : Pentest result OR Task tags has Business Unit : A OR Task tags has Business Unit : B

 

Actions #

The following actions are available:

  1. New task
  2. New task from template
  3. Bulk edit
  4. Remove
  5. Reports

 

Note that not all actions may be available due to your permissions.

New Task

This opens the view for creating a new task. Please read more information about creating new tasks here.

 

New task from template

You can quickly create a new task from a template by selecting the menu button just at the right of the New button.

Click on a template of your choice and the new task is created with all the properties of the template.

Note that this action is the same as creating a new task and selecting the template from the top task bar.

Bulk edit

You can select 1 or more tasks to change some properties in bulk. In the example below, 346 tasks are selected and after clicking Execute, the owner of those tasks is changed to Adele.

It can be the case that you have selected tasks for which you don’t have permission to Modify. In that case, the total number of tasks affected in the dialog is updated accordingly with an indication of how many tasks cannot be updated.

 

Remove

You can select 1 or more tasks and click Remove to permanently remove them. There is no undo!

You have to confirm your action by typing ‘I know for sure‘ and click Yes.

 

Reports

You can export basic task details to Word and Excel by clicking on the Reports action, choose Tasks, choose your desired output format and click Create.

View options #

The following view options are available. Some view options depend on the type of selected view.

  1. View type
  2. Group by (View type: Board)
  3. Level (View type: Schedule)
  4. Period
  5. Choose columns

View type

In all task views, you have the option to switch between 4 types of views:

  1. List
  2. Board
  3. Schedule
  4. Timeline

 

List

In this view, all tasks are displayed as 1 line in a grid. You can:

  1. Click on the name of the task to edit the task.
  2. Sort on each column in the grid by clicking on the column header.
  3. Select columns to display.

 

Board

In this view, all tasks are displayed as cards in vertical lanes per status. You can:

  1. Drag and drop tasks from one lane to another, modifying the status or assignee.
  2. Click on a card to edit the task.
  3. Add new cards to a lane by clicking the + sign above the lane.
  4. Select how the lanes group the tasks. You can group by Status and by Assignee. Click the Group by button in the View options to change it.

 

Schedule

In this view, all tasks are displayed as 1 line in a grid, with the planning on the right. The planning level can be adjusted. Click the Level button in the View options and choose from:

  1. Year
  2. Quarter
  3. Month

 

Where the task is shown in the planning depends on the start date. When the task is recurring or has subtasks, all tasks for the selected audit year are displayed in the planning. An item in the planning is displayed green when the task is completed, purple when it is in progress and red when the task is overdue.You can:

  1. Click on an item in the planning to edit the task.
  2. Select the audit year by clicking the button Period (next to Level) in the View options.

 

 

Timeline

In this view, all tasks are displayed in a timeline. Tasks are grouped in horizontal lanes per tag.

  • Tasks are shown as bars. The end date of the bar marks the deadline.
  • Events are shown as milestones. They have a line to the top of the timeline.
  • Lanes are created for each unique combination of tags except for task category ‘Project’. These lanes are always shown with individual ‘Project’ tags.

 

You can:

  • Drag the timeline left and right with your mouse.
  • Zoom-in en -out with the Ctrl key + mouse scrollwheel.
  • Select one or more tasks or events with a single click. After selection, hold shift an click on another task to select a range.
  • With a selection, you can:
    • Drag the selection left or right to move the start dates of the tasks.
    • With a single task selection, you can move the right side of the task to move the deadline.
    • Move the selection to another lane. This will replace the tags with the tags of the destination lane. When the destination lane is of task category ‘Project’, the current tags are preserved.
  • Click on a tag on the left to select all tasks in that lane.
  • Double-click on an empty spot to create a new task.

 

Period

With this filter, you can choose which tasks are displayed based on the start date of the task. Tasks are shown from the start date (inclusive) until the end date (exclusive). You can choose from:

  1. Last week
  2. Last month
  3. Last quarter
  4. Last year
  5. Audit year (with selection)
  6. Custom (start and end)

 

To show tasks on 1 specific date, select the Custom option, select the start date as the specific date and select 1 day later for the end date.

 

Choose columns

This option is available when View type is List.

Click on the View button, click on Choose columns, select columns you want to see and click Save.

 

Text filter #

Here you can filter the tasks by entering text in the search box. Tasks are filtered by name and description.

 

Quick filter #

This section show the most used and last used filters. When activating a filter through the main filter, a quick filter is created so you can activate it the next time with 1 click. There can be a maximum of 5 quick filters. When there are more, the least used filter is removed.

 

Task view #

This is the actual list / board / schedule / timeline of tasks, depending on the selected view type. See the section View type for more information about each type.

 

Resources #

  1. Editing tasks
  2. Working with tasks

 

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