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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Changing Project List View</strong></p><p><strong>- Changing Project Tasks View</strong></p><p><strong>- Changing Default Options of Child Tickets i.e. Show Kanban View By Default</strong></p><p><strong>- Kanban View</strong></p><p><strong>- Setting Kanban Statuses</strong></p><p><strong>- Agent Gantt View</strong></p><p><strong>- Locked milestones and completed milestones View</strong></p><p><strong>- Quick Way to Adjust Projects and Project Tasks (Targets, Milestones, Re-assign)</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/haloitsm/guides/2055/" rel="noopener noreferrer" target="_blank"><strong>Ticket Types</strong></a> </li></ul><p><br></p><p id="isPasted"><strong id="isPasted"><span style="font-size: 14pt;">Changing Project List View</span></strong></p><p>The options around how you view your Projects & Project Tasks are similar to those of your Service Desk - however, there are some options that are more applicable to Project Management than to your Service Desk.</p><p><br></p><p>All views can be accessed via clicking the '...' next to 'New' in the top RHS of the screen when on the main project screen.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxOGQxNjEzLTk3OGEtNGQwNC05YjA1LWMzMTUwZDdhN2MyMiJ9.VBP-cLNo1mSF3FcbNdQIltGbGr6rSAOaWvff5Ehd7v8" class="fr-fic fr-fil fr-dib" width="151" height="269"></p><p><strong><span style="font-size: 10pt;">Fig 1. Main Project View Changing </span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Changing Project Tasks View</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQzN2Q5MjI4LTkzOTYtNGVkNS05OGZiLWFhZmE3NjVlNGIxZiJ9.dheyZRn9Q3ndbyzsdVH9CkTzRaCEuCC6ZmRLm2FjgJ4" class="fr-fic fr-fil fr-dib" width="438" height="240"></p><p><strong><span style="font-size: 10pt;">Fig 2. Ticket Viewing Options from the Project Tasks Tab of a Project</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Changing Default Options of Child Tickets</span></strong></p><p>The two most commonly used views for Projects/Project Tasks are Kanban/Gantt view.</p><p><br></p><p>Generally, the Kanban/Gantt view are selected to better visualise Project Tasks within a given Project - hence, there are some options found at Ticket Type level regarding how Child Tickets are presented (i.e. you can set how Project Tasks are returned within a Project).</p><p><br></p><p>If you head to Configuration > Tickets > Ticket Types, you can change the default list type for Child Tickets.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA1M2YwNzliLTFkMWQtNDg4Mi04NDMzLWEzM2NkMWJkN2FiMiJ9.BHc-PK33GZz3fM9uJnavXC_1TtEZTcVfqOse1eiRdGM" class="fr-fic fr-fil fr-dib" width="601" height="491"></p><p><strong><span style="font-size: 10pt;">Fig 3. Changing The Default Child Ticket Settings for List Type View and Column Profile for The Child Tickets</span></strong></p><p><br></p><p>And hence use your preferred method of visualising Projects & their component Tasks.</p><p><br></p><p><span style="font-size: 14pt;"><strong>Kanban view</strong></span></p><p>Your Projects can be displayed based on their current status & can display the Project ID/title, the assigned agent & a preview of the Project details.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2MmI5ZmFjLWM0YmYtNGI0Mi04ZjJhLTIxYzA5N2RiOGY4YiJ9.Lt640EvpeR788A0j-gVWI7HbROBaXg-8D7p2YHsFhkc" class="fr-fic fr-fil fr-dib" width="990" style="width: 992px; height: 333.95px;" height="334"></p><p><strong><span style="font-size: 10pt;">Fig 4. Kanban Ticket View</span></strong></p><p><br></p><p><em><span style="font-size: 11pt;"><strong>Note: Drag and drop Kanban cards (Projects) between columns to change their status.</strong></span></em></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Setting Kanban Statuses</span></strong></p><p>If you are using the Kanban board to view Tasks within a Project, you can 'lock' certain statuses to the Kanban board for child Tickets (Project Tasks). This can be achieved per Ticket type via heading to Configuration > Tickets > Ticket Types, then to your desired Ticket Type and disable the 'Show Active Statuses on the Child Kanban' option, on the 'Settings' tab.</p><p><br></p><p>This will then present you with a multiple-select field, where you can pick the statuses to lock on the Child Ticket Kanban board.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkOTQ1ZTExLTRkNTEtNDIyOS05MWU2LTQ1ZDQyZTAwMDExZSJ9.JWyEEXAveR_Jus8AmEZ7R0Crm-qVAu1ZAeWBFigpWm4" class="fr-fic fr-fil fr-dib" width="496" height="318"></p><p><strong><span style="font-size: 10pt;">Fig 5. Adding Statuses on The Multi-Select List (Configuration>Tickets>Ticket Types>*Settings Tab*)</span></strong></p><p><br></p><p>This should be done within the Parent Ticket type (Project), as opposed to within the Child Ticket type (Task).</p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Agent Gantt View</span></strong></p><p>The Gantt view will display a timeline of Projects/Project Tasks based on the Start/Target Date entered when creating your Project & respective Tasks, you can also apply the start and target dates on the parent/ child ticket templates. You can view the projects in Gantt View and when clicking into a project you can view the project tasks in Gantt View within the "Project Tasks" Tab.</p><p><br></p><p><strong><em><span style="font-size: 11pt;">Note:</span></em></strong><em><strong><span style="font-size: 11pt;"> This view can also be shown similarly by using the calendar view, the main difference being that you will have to search through your calendar to find the Projects/ Project tasks if they are far in the future or far in the past and overdue. It is important to set the start/ target dates, as they are required for the Gantt view to work.</span></strong></em></p><p><br></p><p data-pasted="true">You will find the "Title for Calendar Events" section when creating/editing a Column Profile. Dollar variables can be used here to display ticket information on the Calendar view.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE4YmRmZWIwLWMzOTMtNDJkNS04ZDI0LWQ3NWZmMjMzMTIzZCJ9.toe_lSl9t0FjwoIJZnQiHq1mB4ZL4g8u3v1JUsMZ_nQ" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 116.052px;" height="116"></p><p><strong><span style="font-size: 10pt;">Fig 6. Project Gantt View</span></strong></p><p><br></p><p>Once using the Gantt view even from the projects lists, you can also opt to view Projects/Project Tasks by assigned agent or view the tasks in projects by using Task Gannt, there is also a milestone Gantt View.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdkODQ2NTMwLWI5MTYtNDYxZC1hZjEwLTg0MjE4ZjE0OTQwNSJ9.4Cwm97llb5uXoiL209-PwWJB3XQ3HuhIKBDkNL0Xxfg" class="fr-fic fr-fil fr-dib" width="156" height="313"></p><p><strong><span style="font-size: 10pt;">Fig 7. Agent Gantt View Option</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNkZmQ0YjA5LTU2M2EtNDRkMy05MzlmLTY4YmYxYTE5ZjBhZiJ9.TPvkm0kwWIbuW_Ph_uwyQzW0ujLPMy-wuvdexcIcCmE" class="fr-fic fr-fil fr-dib" width="781" height="254"></p><p><strong><span style="font-size: 10pt;">Fig 8. Agent Gantt View Output</span></strong></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Locked milestones and completed milestones View</span></strong></p><p><br></p><p>You can also view based off of milestones, this is useful to see up and coming milestones or to look at what milestones have already been completed.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ3ZWJmNzA3LTMxYmUtNDQ1Ny04MTE4LWNkOGI1MWI0MWQwZiJ9.2REA5OJ9CkIiGOTg2vgAxKVif2GX1bmRpSMj3EaV7GU" class="fr-fic fr-fil fr-dib" width="357" height="217"></p><p><strong><span style="font-size: 10pt;">Fig 9. Locked milestones and completed milestones</span></strong></p><p><br></p><p>These are explained further in the milestones guide.</p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Quick Way to Adjust Projects and Project Tasks (Targets, Milestones, Re-assign)</span></strong></p><p>There are also multiple options to choose from by right clicking on projects or project tasks (Re-assign, Change Milestone, Adjust Target Date). You can change the milestone on the task by right clicking and selecting "Change Milestone".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiZTE0YzkyLWYyZDItNDQxNi04MjYzLWUyNDJlZmMwM2VhZiJ9.TYGNNY7cjyAVTLhkT96awJL3_ucDO_xoLiV0X86I2MU" class="fr-fic fr-fil fr-dib" width="812" height="805"></p><p><strong><span style="font-size: 10pt;">Fig 10. Adjust Target Date on a Project</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Sequencing Project Tasks</span></strong></p><p><span style="font-size: 11pt;">You can enable the ability to give project tasks a sequence value, enabling you to set the order they appear when viewing the tasks within a project. Useful in creating a visual of the order tasks need to be completed in.</span></p><p><br></p><p><span style="font-size: 11pt;">This option can be enabled under configuration > project management > general settings > 'Show an order sequence field on an Projects/Tasks that are children'.</span></p><p><strong><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYyYmVkZTUyLTk5MTgtNDk5NS1iNGVlLTk4NWE3ODZkYzRlNiJ9.K-EqAd93eiLZQJZPndyJZWzH4NAii43dzy_wJkYULxk" class="fr-fic fr-fil fr-dib" width="793" style="width: 795px; height: 773.159px;" height="773"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 11. Enable project task sequencing</span></strong></p><p><strong><br></strong></p><p><span style="font-size: 11pt;">Once enabled all project task tickets will have the field 'Sequence in lists' visible in the ticket details, here you can set the sequence of the task. </span></p><p><strong><br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgwODhjMTAwLWVhMzMtNDU0Ny04MjlhLTc4ZThlYTliN2UyOCJ9.h8feUWktmyrRGr_qB8nUVUsGnBWBzQFZbq6fsisV_5M" class="fr-fic fr-fil fr-dib" width="1498" style="width: 1500px; height: 480.44px;" height="480"></strong></p><p><strong><span style="font-size: 10pt;">Fig 12. Set sequence of project task</span></strong></p><p><strong><br></strong></p><p>When in use you can also drag and drop the tasks, when viewing the tasks against a project ticket to re-order them. </p><p><br></p><p><br></p>
