helpcenter/Web/Controls/Help/MobileApps/MobileProjects/Milestones/Milestones.ascx

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<%@ Control Language="C#" Inherits="BaseContentUserControls" %>
<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
<script runat="server">
protected override void Init()
{
PageTitle = PageCaption = "ONLYOFFICE Projects for iOS - Milestones";
MetaKeyWords = "";
MetaDescription = "";
var guides = new GuidesModel();
(Page as BasePage).Guides = guides;
}
</script>
<div class="MainHelpCenter">
<h1 class="subHeaderFeaturesCaption">Milestones</h1>
<div class="keyword_block">
<ul>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/create-milestone/create-milestone.ascx" /></li>
<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/key-milestone/key-milestone.ascx" /></li>
</ul>
</div>
<div class="video_ground video_trips" id="ManageFiles">
<div class="block_of_step">
<div class="screen_text">
<p>The <b>Milestones</b> section displays the list of all the milestones accessible for the current user. Depending on the user access rights, he/she can view milestones, manage them, create new milestones, or edit existing ones.</p>
<p><img alt="Milestones in the list" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/milestonesinthelist.png")%>" /></p>
<p>In the milestones list, you can view the following information about milestones:</p>
<ul>
<li>the milestone title,</li>
<li>the milestone status designated with the corresponding icon on the left: open <img alt="Open milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/active.png")%>" /> or closed <img alt="Closed milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/closed.png")%>" />,</li>
<li>if the milestone is a key one or not. Key milestones are marked with the <img alt="Key milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/keymilestone.png")%>" /> icon,</li>
<li>the person who is responsible for the milestone,</li>
<li>the milestone deadline (the nearest deadlines are highlighted with blue),</li>
<li>the number of open and closed tasks <img alt="Milestone tasks" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/milestonetasks.png")%>" /> displayed on the right.</li>
</ul>
<h3>Sort and filter milestones in the list</h3>
<p>To easily find the necessary milestone in the list, you can apply different sort and filter parameters.</p>
<ol>
<li>tap the <img alt="Filter icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/sortfiltericon.png")%>" /> icon in the upper right corner,</li>
<li>tap the arrow next to the <b>Sort by</b> menu item and select the necessary sorting criterion: <b>Due date</b>, <b>Creation date</b>, or <b>Title</b>,</li>
<li>turn the <b>Ascending</b> switcher on to sort milestones in ascending order or turn it off to sort milestones in descending order,</li>
<li>tap the necessary filter in the <b>Filter</b> list: <b>Status</b>, <b>Responsible</b>, <b>Due date</b>, or <b>Projects</b>,</li>
<li>choose the necessary parameters for the selected filter:
<ul>
<li>to filter milestones by <b>Status</b>, select the necessary status (<b>Open</b> or <b>Closed</b>) on the next screen and tap <b>Done</b>.</li>
<li>to filter milestones by <b>Responsible</b>, check the necessary user in the <b>Responsible</b> list and tap <b>Done</b>. To easily find the person you need, use the <b>Search</b> field on the top.</li>
<li>to filter milestones by <b>Due date</b>, select one of the available presets: <b>Overdue</b>, <b>Today</b>, <b>Upcoming</b> or check the <b>Custom period</b> option and specify the <b>Begin</b> and <b>End</b> dates above. When ready, tap <b>Done</b>.</li>
<li>to filter milestones by <b>Project</b>, select one of the available projects and tap <b>Done</b>.</li>
</ul>
</li>
<li>if necessary, apply another available filters,</li>
<li>tap <b>Done</b> in the upper right corner of the <b>Sort and Filters</b> screen.</li>
</ol>
<h3>Manage milestones in the list</h3>
<p>To <b>change the milestone status</b> touch close to the edge of the screen to the left of the necessary milestone in the milestones list and swipe right to access the menu. Tap the necessary option to change the milestone status: </p>
<p>For open milestones, the <b>Closed</b> option is available that allows to close the selected milestone.</p>
<p><img alt="Open milestone statuses" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/activemilestonestatuses.png")%>" /></p>
<p>For closed milestones, the <b>Open</b> option is available that allows to reopen the selected milestone.</p>
<p><img alt="Closed milestone statuses" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/closedmilestonestatuses.png")%>" /></p>
<p>Touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu and choose the necessary action:</p>
<p>
<img alt="Actions on an item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/morebutton.png")%>" />
- allows to choose one of the following actions:</p>
<ul>
<li><b>View</b> the selected milestone,</li>
<li><b>Edit</b> the selected milestone,</li>
<li><b>Add new task</b> to the selected milestone,</li>
<li><b>Delete</b> the selected milestone.</li>
</ul>
<p>
<img alt="Edit item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/editbutton.png")%>" />
- allows to edit the selected milestone.</p>
<p>
<img alt="Delete item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/deletebutton.png")%>" />
- allows to delete the selected milestone.</p>
<p>In the <b>Milestones</b> section, you can also select several milestones and delete all of them at once. To do that:</p>
<p>Tap the
<img alt="Select objects" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/selectobjects.png")%>" />
icon in the upper right corner and tap empty circles
<img alt="Select item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/selectitem.png")%>" />
on the left hand of the necessary milestones one at a time. Tap the <b>Delete</b> caption at the bottom of the screen to delete several selected milestones.</p>
<h3>View milestones</h3>
<p>To view a certain milestone, you can proceed in one of the following ways:</p>
<ol>
<li>tap the milestone name in the milestones list,</li>
<li>touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu. Choose the <b>More</b> option, then tap the <b>View</b> option.</li>
</ol>
<p>The milestone overview screen opens. The <b>Tasks</b> section is activated by default.</p>
<p><img alt="View milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/viewmilestone.png")%>" /></p>
<p>To navigate between the milestone sections, tap the icons at the bottom panel:</p>
<p><img alt="Milestone info" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectinfo.png")%>" /> - to view the milestone info: title, description, status, responsible, due date,</p>
<p><img alt="Milestone tasks" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projecttasks.png")%>" /> - to view the list of this milestone tasks. If you have corresponding rights, you can manage existing tasks or add new tasks to the milestone using the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon in the upper right corner.</p>
<h3>Create a new milestone</h3>
<p>If you have corresponding rights to create a milestone, the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon is available in the upper right corner of the milestones list. To create a new milestone:</p>
<ol>
<li>tap the <img alt="Create new item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/createnew.png")%>" /> icon - the new milestone creation form opens,
<p><img alt="Create new milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/milestones/createmilestone.png")%>" /></p>
</li>
<li>specify the milestone <b>Title</b> (this field is obligatory),</li>
<li>enter a short <b>Description</b>, if necessary,</li>
<li>select a <b>Project</b> you want to add the milestone to (this option is obligatory): tap <b>None</b>, then choose one of the available projects. When ready, tap <b>Back</b>,</li>
<li>assign a <b>Responsible</b> (this field is obligatory): tap <b>Nobody</b>, then choose one of the available users on the <b>Responsible</b> screen tapping his/her name. When ready, tap <b>Back</b>,</li>
<li>set a <b>Due date</b> (this option is obligatory): tap the date on the right, select one of the predefined options: <b>Week</b>, <b>Month</b>, or <b>Two months</b>, or set a custom date using the calendar below.</li>
<li>tap the <b>Key milestone</b> switcher, if necessary. Use this option if you consider the newly created milestone to be more important than others.</li>
<li>tap the <b>Remind me 48 hours before the due date</b> switcher if you want to receive a notification,</li>
<li>when ready, tap the <b>Create</b> caption in the upper right corner of the <b>New Milestone</b> screen.</li>
</ol>
<h3>Edit milestones</h3>
<p>To adjust some milestone settings, open the <b>Edit Milestone</b> screen in one of the following ways:</p>
<ul>
<li><p>touch close to the edge of the screen to the right of the necessary milestone in the milestones list and swipe left to access the menu, then choose the <img alt="Edit item" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/editbutton.png")%>" /> <b>Edit</b> option,</p></li>
<li><p>tap the milestone name in the milestones list to view it, tap the <img alt="Milestone info" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/projectinfo.png")%>" /> icon at the bottom panel, then tap the <img alt="Edit milestone" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/Mobile/Projects/projects/editproject.png")%>" /> icon in the upper right corner.</p></li>
</ul>
<p>On the <b>Edit Milestone</b> screen, change the necessary parameters specified when creating the milestone. You can also change the milestone <b>Status</b> selecting one of the options: <b>Open</b> or <b>Closed</b>. When ready, tap <b>Done</b> in the upper right corner.</p>
<p>If you want to delete the milestone, you can swipe up, tap the <b>Delete Milestone</b> option at the bottom of the <b>Edit Milestone</b> screen and confirm this action.</p>
</div>
</div>
</div>
</div>