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Version 8.0 and Later

Create Task

Tasks can be created for both projects and organizations. For tasks, in particular, a large variety of tasks can be performed. One-time tasks which are no longer needed can be disabled, reactivated, or deleted at any time. 

Note
Every 30 minutes, the task managers automatically checks if it has any new tasks to perform. However, if you wish to have newly created tasks performed immediately, reboot the objectiF RM Server.

Export Query

This task exports a selected query from a project into an Excel, Word, or CSV file. With Version 8.4 and later, you can also export queries into a PDF or XML file. 

  1. Go to the Backstage Menu of a project and select Projekt/ Task Manager.
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. In the drop-down menu, select the task Export query
  4. In the field for Name, provide the task with a suitable name that will be displayed in the task manager.
  5. With the […] button in the Context section, select a query from the project. 
  6. In the Start field, select the task’s start date and time.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Go to the Extended configuration tab and change the default values to what you require. 

Export Format=”Excel” (Possible other values: Excel, Word, Csv, Pdf or Xml)
Path=”C:\\\\\\\\” (Local storage path)
OverrideOutputFile =” true” (Value can be true or false)
If so desired, you can also change the fore and back color of the headers.

  1. Press OK to save your choices.

ActiveDirectoryDomain Name = “Domain“

Enter here the names (LDAP prefix) of the domains.

Group Name = Sales“

If you want to import users who have been assigned to groups in the active directory, enter here the name of their groups. Note that filters will be overwritten if you enter a group name here. 

Users Filter = (&(objectCategory=person)(objectClass=user)(memberOf=CN=Name,OU=Name, DC=Name))“

Here, you can also import users from a group. After memberOf=CN=, enter the path that leads to the group in the active directory. Identify the path in the active directory explorer. 

Make sure that the filter isn’t included with the import if a group has been specified in the configuration field for Group Name.

DefaultPath =C:\\\\“

This is the working directory storage path for all imported users.

SetUserActive = “true“

Specify if the imported users should be active or inactive users. Active users can be registered to the system. Enter either the value true or false

DefaultHourlyRate = “0“

Enter the users’ initial hourly rate. You can later change this value in the Staff Management view. 

AvailabilityPerDay” Value = “480“

Enter how many minutes per day for which the users are generally available. This can be altered in the dialog for General Availability of Staff

  1. Press OK to save the task.

Generate Document

This task (re-)generates a selected document. 

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager.
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. In the drop-down menu for the Task section, select Generate document.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Context field, click the […] button and select a document from the project.
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Save the task with OK.

Fetch Emails

Provided that the mailbox has been correctly configured, this task refreshes the mailbox.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. In the drop-down menu for the Task section, select Fetch emails.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. Select the task’s start date and time in the Start field.
  6. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  7. Save the task with OK.

Run Extension

This task performs an extension function.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Run extension in the drop-down menu for the Task section. 
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Extension section, click on the […] button and select an extension from the project.
  6. In the Context section, click on the […] button and select for which element the extension should be performed. 
  7. Select the task’s start date and time in the Start field.
  8. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  9. Save the task with OK.

Send Event to Element

This task sends a selected event to an element. However, the event needs to be correctly configured beforehand. 

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Send event to element in the drop-down menu for the Task section.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Context section, click on the […] button and select to which element the event should be sent.
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Go to the Extended configuration tab and overwrite EventName with the name of your event.
  1. Save the task with OK.

Import from Azure DevOps | Export to Azure DevOps (Version 8.3 and Later)

This task imports/ exports work items (i.e. requirements). In order to create this task, an Azure DevOps configuration must first exist in the project.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Import from Azure DevOps or Export to Azure DevOps in the drop-down menu for the Task section. 
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Azure DevOps configuration field, click on the […] button and select a configuration from the project.
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Go to the Extended configuration tab and specify if elements from the original project should be deleted and if already-existing elements should be updated.

DeleteRemoveItems =“true“ (elements in the original project are deleted)
OnlyUpdateExistingItems = true“ (existing elements are updated)

  1. Save the task with OK.
Import from Jira | Export to Jira

This task imports/ exports Jira issues. In order to create this task, a Jira configuration needs to already exist in the project. Please note that with Version 8.5 and later, only one configuration can be selected here.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager.
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Import from Jira or Export to Jira from the drop-down menu in the Task section.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Jira configuration field, click on the […] button and select a configuration from the project. 
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Go to the Extended configuration tab and specify if elements from the original project should be deleted and if already-existing elements should be updated. 

DeleteRemoveItems =“true“ (elements in the original project are deleted)
OnlyUpdateExistingItems = true“ (existing elements are updated)

  1. Save the task with OK.

Generate PowerPoint File

This task exports various elements into a PowerPoint file. In order to carry out the task, the project needs to have an appropriately configured PowerPoint template.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager.
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Generate PowerPoint file from the drop-down menu in the Task section.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Context section, click on the […] button and select a PowerPoint file from objectiF RM’s directory.
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Save the task with OK.

Import Project Members from Active Directory (Version 8.2 and Later)

This task can be created for both projects and organizations. 
The task imports users from the active directory into a project group or updates the user list there.

Note
If users in the active directory are deactivated, users in objectiF RM are only themselves deactivated when the windows account for the task manager has the corresponding permissions to request this information.
  1. With a project open, go to the Backstage Menu and select Project/ Task Manager or Organisation/ Task Manager
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Import Project Members from Active Directory from the drop-down menu for the Task section.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. Select the task’s start date and time in the Start field.
  6. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  7. Save the task with OK.

Create Revision

This task creates a revision from a selected context element.

  1. With a project open, go to the Backstage Menu and select Project/ Task Manager.
  2. In the Task Manager view, click on the Plus button to create a new task.
  3. Select Create revision from the drop-down menu in the Task section.
  4. In the Name field, select a suitable name that will be displayed in the task manager.
  5. In the Context section, click on the […] button and select an element from the project.
  6. Select the task’s start date and time in the Start field.
  7. In the Interval section, open the drop-down menu and specify how often the task shall be carried out.
  8. Save the task with OK.