Making Actions on a Task

Once your task is created, you can make some actions on it. This task shows you how to:

See Also
About Projects in the Asynchronous Mode
Creating a Task in the Asynchronous Mode
About the Actions on a Task

Search for a Task

You can search explicitly for a task and see the result in the Search window.

  1. Click .
    The Search dialog box opens.
  2. Proceed to a classical search.
    A list with the tasks matching up with the search is displayed.

You can select the task you want to work on.

Make Actions from the Search Context Menu

When searching for a task, right-click a task to use one of the following commands:

Explore a Task

You can explore a task from a search action.

  1. Search the task you want to work on.
    The Search dialog box opens displaying the tasks matching up with the search.
  2. Right-click the task you searched for and select Explore....
    You enter the Navigation window where you can see the task, its inputs, outputs, and attachments.

You have now access to the task you want to edit. You can only edit it from an Open action.

Open a Task

A task can be opened by the assigned designer for it only if its children tasks are marked as done. If not, the task cannot be opened.

  1. Search the task you want to work on.
    The Search dialog box opens and displays a list with the tasks matching up with the search.
  2. Right-click the task you searched for and select Open...
    A copy of the representation reference attached to the project your work on appears. It contains all the settings and environment of the original representation reference.
    Important:
    • When opening a task, a merge of all briefcases of subtasks is made. The project and its tasks and subtasks retrieves all the modifications made till the opening.
    • The designer assigned has to design what is asked in the task. When done, the work has to be shared through a standard share mechanism. The briefcase is put as the output of the task.
    • You have to log you in to the PLMChat before activating a task. If you are not logged in before the activation of the task, a warning message appears to suggest your logging.

Your task is open and activated. You can work on it and transmit the modifications made when your task is completed.

Warning:
  • You have to attach a representation to the project otherwise the task cannot be opened.
  • If the subtasks of a task are not set as done, the task cannot be opened. You have to wait they are set as done to open it.
Tips:
  • As long as a task is not set as done, you can:
    • Open a task.
    • Modify a task.
    • Save a task and its modifications.
    • Close a task.
    • Reopen a task.
  • The modifications brought to a task that has been set as done are merged with the briefcases of the representation reference.
Warning:
  • When a task is set as done, you can go on modifying it if the parent task (if there is one) is not open.
  • If a parent task is open but you want to bring modifications to a subtask, you can work on it but the modification is shared by an asynchronous mechanism or through a peer-to-peer exchange.

Open a Task Manually

Opening a task manually gives you more control on the merge actions you want to make on a selected task.

  1. Search the task you want to work on.
    The Search dialog box opens and displays a list with the tasks matching up with the search.
  2. Right-click the task you searched for and select Open Manually...

    Important: You need to be logged in the PLM Chat to perform an Open Manually.... If not, a warning message appears to remind you that you need to be connected to go on.

    • A copy of the representation opens.
    • A message is posted in the HUD letting you know that there are briefcases of subtasks you can merge with the current representation if you want to.
  3. Use the classical options for a Receiving and Merging Data.

The merge is not automatic. You have access to the merge options and control all the actions made on the copied representation you work on.

See the Properties of a Task

You can see the properties of a task from a search action.

  1. Search the task you want to work on.
    The Search dialog box opens and displays a list with the tasks matching up with the search.
  2. Right-click the task you searched for and select Properties.
    The Properties dialog box appears and shows the properties of the task.

Re-Initialize a Task

You can reinitialize a task from the Navigation window.

  1. Search the task you want to work on.
    The Search dialog box opens and displays a list with the tasks matching up with the search.
  2. Right-click the task you searched for and select ReInitialize...
    A warning message appears informing you that if you confirm your choice the copied representations and the output of the selected task is removed.
  3. Therefore you can:
    • Click OK to remove the copied representations and the output of the selected task.
    • Click Cancel to end the remove operation.
    If you decide to reinitialize the task you work on, you get back to the copied reference representation attached to the project.

Actions from the Navigation Window

When you are in the Navigation window, you can start the following actions from the context menu appearing after you right-clicked the task you are working on:

Open a Task

A task can be opened by the assigned designer for it only if its children tasks are set as done. If not, the task cannot be opened.

Right-click the task you want to open from the tree and select Open...
  • The task you selected opens in the Authoring window.
  • A copy of the representation reference attached to the project you can work on appears. It contains all the settings and environment of the original representation reference.
Important:
  • The designer assigned has to design what is asked in the task. When done, the work has to be shared through a standard share mechanism. The briefcase is put as the output of the task.
  • You have to log you in to the PLMChat before activating a task. If you are not logged in before the activation of the task, a warning message appears to suggest your logging.

Your task is open and activated. You can work on it and transmit the modifications made when your task is completed.

Tips:
  • As long as a task is not set as done, you can:
    • Open a task.
    • Modify a task.
    • Save a task and its modifications.
    • Close a task.
    • Reopen a task.
  • The modifications brought to a task that has been set as done are merged with the briefcases of the representation reference.
Warning:
  • When a task is set as done, you can go on modifying it as long as the parent task (if there is one) is not open.
  • If a parent task is open but you want to bring modifications to a subtask, you can work on it but the modification is shared by an asynchronous mechanism or through a peer-to-peer exchange.

Open a Task Manually

Opening a task manually gives you more control on the merge actions you want to make on a selected task.

  1. Right-click the task you want to open from the tree and select Open Manually...

    Important: You need to be logged in the PLM Chat to perform an Open Manually.... If not, a warning message appears to remind you that you need to be connected to go on.

    • A copy of the representation opens.
    • A message is posted in the HUD letting you know that there are briefcases of subtasks you can merge with the current representation if you want to.
  2. Use the classical options for a Receiving and Merging Data.

The merge is not automatic. You have access to the merge options and control all the actions made on the copied representation you work on.

Expand All a Task

You can expand a task and see its structure in the Navigation window.

Right-click the task you want to expand from the tree and select Expand all.
You enter the Navigation window where you can see the task and its inputs, outputs, and attachments.

You can see the task and its possible subtasks, and the project to which they belong expanded in the tree.

Refresh and Collapse a Task

You can refresh and collapse a task in the Navigation window.

Right-click the task you want to open from the tree and select Refresh and Collapse.

Your task is refreshed and collapsed.

See the Properties of a Task

You can see the properties of a task from the Navigation window.

Right-click the task you want to open from the tree and select Properties.

The Properties dialog box opens and shows you the properties of the task.

Detach a Task from a Project

You detach any task from a project in the Navigation window.

Warning: The option is only available for subtasks. You cannot detach the main task using this option (does not appear when right-clicking the main Task.)

Right-click the task you want to open from the tree and select Detach Task to Project....

The task you selected is detach from the project.

Insert a New Collaborative Task to a Task

You can insert a new task to a project from the Navigation window.

  1. Right-click the task to which you want to add a new task from the tree and select Insert New Collaborative Task....
  2. Fill in the fields presented so that you recognize the newly added task.
  3. Click Finish.

The new collaborative task is added to the project.

Insert Existing Collaborative Tasks to a Task

You can insert a new task to a project from the Navigation window.

  1. Right-click the task to which you want to add an existing task from the tree and select Insert existing Collaborative Tasks.
    The add an existing collab Task dialog box opens.
  2. Proceed to a classical Making Actions on a Task.
  3. Select the existing task you want to add from the list presenting the tasks matching up with the search.
  4. Click OK.

The existing collaborative task is added to the project.

Re-Initialize a Task

You can reinitialize a task from the Navigation window.

  1. Right-click the task you want to reinitialize from the tree and select ReInitialize...
    A warning message appears informing you that if you confirm your choice the copied representations and the output of the selected task is removed.
  2. Therefore you can:
    • Click OK to remove the copied representations and the output of the selected task.
    • Click Cancel to end the remove operation.
    If you decide to reinitialize the task you work on, you get back to the copied reference representation attached to the project.

Actions from the PLMWorkplace

You need the HUD to send and share data with the designers you work with and the PLMWorkplace from which you can start commands. You can start following commands from the context menu appearing when right-clicking the project section.

Important:
  • The project section in the PLMWorkplace always has the name of the project you work on even if you activated a task.
  • The PLMWorkplace only shows one collaborative workspace or one collaborative project at a time. The one in which you are logged in or the one you have activated.
  • When you want to change the current workspace or the current project, you need to activate a new workspace or project from the search window or the Navigation window or Making Actions on a Task.

Edit Project Properties

When opening a task, a project section appears in the PLMWorkplace.

  1. Use the Open or Open manually... option to open a task associated to a project.
    A new section with the same name as the associated project appears in the PLMWorkplace.
  2. Right-click the project section and select Edit Project Properties.

You can edit the properties of the project.

Show Task Description

When opening a task, a project section appears in the PLMWorkplace.

Right-click the project section and select Show Task Description.

An immersive dialog box appears with the description of the task.

Set Task as Done

When a task is completed, an output briefcase is produced. It appears in the tree of your project that you can see in the Navigation window when opening a task or a project. The designer assigned for the task has to share it through a standard Sharing Data in Asynchronous Mode mechanism so that the modifications can be taken into account in the project. In the following scenario, you are the designer assigned to the task to be shared.

  1. Right-click the project section and select Set Task as Done.

    The HUD associated to the project manager opens.

  2. Select all the features you want to share.
    Important: The shared features must be in relation with the task you modified to be able to send them.
  3. Click Design Share.

The modifications you brought are shared with the project manager.

Warning:
  • When a task is set as done, an email box appears with an automatic message about to be sent to the parent task owner. Click Send to send it.
  • When selecting Set Task as done, a dialog box can appear and asks you if you really want to proceed to the closure of the task. It appears if the current task was created by the project management with the Need supervisor approval option selected (the project manager wants to check the task before its promotion). Whether the supervisor accepts or rejects the task, an email box appears with the project leader's name in the recipient field. The email mentions that the project is completed. Click Send to send it.
  • Clicking OK means that your task has been supervised and you are sure you want to close the task and send the modifications to your project manager.
  • Use the co-review mechanism to have your task modifications supervised and checked or use the standard Receiving and Merging Data mechanism to have your work validated.

Leave Project

You can leave a project.

Right-click the project section and select Leave Project.

You leave the project in the asynchronous mode and go back to a peer-to-peer mode. You can edit the task you work on in the Authoring window.