The Outline (Tree) View
Summary: 

What is It's Purpose?
Data entry and planning of complex projects.
In this hierarchy of complexity:
A Task A Page View
A Simple list The Pad View
A List with Subtasks The Outline View
An Ordered List with States The Column View
An Unordered Bucket with States The Board View
Lists on a schedule The Timeline View
Lists and Buckets on a Schedule with dependencies The Gantt View
More.. See the Incremental Project Data Entry topic. (It covers the project workflow from sketching ideas through scheduling and invoicing)
What Fields Do I See?
Each row structured as a long narrow card. Each card contains the following information:
Expand/Contract: Use [] to expand, and [] to contract the subtasks. If there no subtasks exist, then no icon is visible.
Task Type: A different icon for each task type.
Note: There is no link to display the icons for each task type that's available to users (although it is for developers). We have suggested that we provide a link in the System Status Panel.
More.. See the Task Types topic for more information.
Edge Color: The card's edge color selected in the Program -> Settings -> Configuration tab. The edge color can display the Task's Priority, Task Type, or the Estimate in Points - or nothing at all.
Card Color: The card's color selected in the Program -> Settings -> Configuration tab. The card color can display the Task's Priority, Task Type, or the Estimate in Points - or nothing at all.
Task Name: The name of the task as entered.
Last Status Change: How long ago was the last status change for this task.Every time the status is changed this field is updated.
Assignees: Icons for the people who are assigned to this task.
Note: Convention says that an individual should be responsible for a task. That's not correct. We do however have an item in the queue to allow the workflow to require only one assignee in order to enter or leave a state.
Attachments: The number of files and images attached to the task.
If Revenue Transparency is Active
Estimated Revenue to Complete: Runcible recalculates this value every time any child's time or money values change.
To get more detail on the revenue and costs involved in any task, double-click to open a task, and select the Money Tab.
Tidbit: We considered not displaying any monetary values on this view so that we could 'skip the stress' of exposing it to inexperienced users. But you can use Transparency Settings to shut it off. We have not yet added the ability to off transparency for Time (hours, days, estimates). It's in the queue.
The Time Fields
Scheduled: The number of estimated hours remaining for the task and its children currently in the scheduled state.
Unscheduled: The number of estimated hours remaining for the task and its children currently not in the scheduled state.
Estimate to Complete: The amount of time estimated to complete.
Estimated to complete - Scheduled = Unscheduled.
What Actions Can I take?
Hover
Hover over a task and it will be hi-lighted. Hover over data and its field name will be displayed.
Select
Select a task. It will remain hi-lighted.
Tip: The currently hilited task reflects the content of the Task Detail Panel. If you change the contents of the Tasks detail panel using the next and previous icons, the currently hilited task will also change on the Tree View. Tip: The +Task Panel will use the values in the currently hilited item as its defaults.
Display a Task in the Detail Panel
Selecting a Task will Refresh the Task Details Panel displaying that Task.
Open a Sliding Page for the Task
Double-Click to open a sliding page with the chosen task.
Add a Task
There are three ways to add a task.
1) Selecting an open Task position.

Scroll until you see " + Task "
Tip: The default Task Type shown may vary depending upon the choices available for that spot. The most common is just "Task".
Select it. The Cursor will move to the Right of the text.
Select a Task Type. Either:
1) Click on the Task Type. The list of tasks types that are possible in that location will appear.
--OR--
2) Type a few characters of the task type and hit tab. Runcible will understand your intentions and change the task type and erase the letters you just typed. For example, if you type "exp"-Tab, Runcible will change the task type to "Expense", and start you with a blank Task Name again.
Tip: The task type you can enter is determined by the level in the hierarchy, the parent task, the deliverable and the project. You don't need to understand all the choices available. Most of the time they'll be obvious. (Really).
Enter the Text, then select "Enter".
Tip: A new task will open as soon as you start typing. Press enter to save the current task and move immediately to the next. Runcible will create new tasks and save them as fast as you can type. Tip: You can activate the Data Entry Mode by selecting "Hide Empty Deliverables" from the [icon-gear ] Tasks Panel Filters Menu.
2) Use Right-Click to open the Context Menu. Runcible will display the context menu.
The three menu choices are:
• Insert Child: adds a subtask under the selected task. • Insert Above: adds a sibling task above the selected task. • Insert Below: adds a sibling task below the selected task.
• Select one of the choices, and a new Task position will open. • Click on the new task to enter a task name. • Press "Enter" to save. The cursor will move to a new task.
3) Use the +Task feature in the workspace header.
The pad and the Outline (Tree) view are great for sketching and evolving tasks. But when you are trying to record something more formal, use the +Task feature when you want to enter more data about a task at once, or when you want to enter data on something not visible in the workspace..
Edit a Task
You can edit a Task by opening the editing panel, using the Task Detail Panel, or by opening the Task's sliding page.
To edit a Task in the Editing Panel:
• Select the
Edit Menu / Handle. The Editing panel will open.

• Change the values and then press save. The panel will close and the values will be updated.
Tip: This editing panel is designed to help in assigning and estimating when working with a lot of items. Tip: If you need to more edit basic values than are displayed here, open and use the Task Detail Panel. Tip: If you need to enter a lot of text, open the Task's Page in a sliding page.
Other Task Editing Options
Display a Task in the Task Detail Panel
Select a Task to display it in the Tasks Detail Panel and edit it there.
Open the Task for Editing in a Sliding Page
Double Click on the Task to open it in a Sliding Page and edit it there.
Alt + D
Display Current Item in the Task Detail Panel, in Edit Mode
Alt + W
Display Current Item in Wide Format, then select "Edit" to edit it there.
Alt + E
Open Current Item for Editing in Wide Format - it will already be in edit mode.
Toggle Data Entry vs Edit Mode:
Sometimes you want to enter a lot of Tasks, particularly on Empty projects or Deliverables, and it helps to have a lot of open slots for tasks.
Try data entry mode
• Select the Filter Menu on the Tasks Panel. The Panel will open. • Toggle "Hide Empty Deliverables" button.
In the up position, Empty Projects and Deliverables are hidden. In the down position, Empty Projects and Deliverables are visible, and each shows a new +Task row.
Reorder Tasks:
There are two methods of rearranging tasks:
1) Use the Edit Menu/Handle to rearrange tasks by dragging and dropping them. The default behavior of most drag and drop user interfaces is to make a space for your item as you move it. We found this disorienting. instead, Runcible displays a colored line (a border) as you drag the task.
• Dark Grey Line: "You can drop it here" • Red line: "You cannot drop it here."
To Cancel a drag event, drag the task off the top of the page. Return the task to its original position. Or press the Esc key.
2) Use Right-Click to open the Context menu. The context menu choices are:
• Send to Top: to quickly move this task to the top of the list. • Send to Bottom: to quickly move this task to the bottom of the list. • Indent: to make a child of the task above. • Unindent: To raise a child to a sibling (peer).
Note: Moving multiple rows. You cannot move multiple, disconnected rows at once since we have no idea how to place them when moved. Children of a parent will move with the parent. Note: Limits. Depending upon your workflow rules you may or may not be able to move tasks everywhere you wish to. Why? A couple of reasons: • Some task types can contain only certain other task types. The most common example is that stories cannot contain stories. • Some task types can only be created at the first level (root) of the deliverable: the Story Types. • You can't move a task from an open project or deliverable to a closed project or deliverable. • Every project and deliverable is its own little accounting system (as is nearly anything with subtasks of any kind). When you 'start' a project or deliverable by moving to an Active stage, that accounting system starts tracking everything that goes in or out of that container. There are certain conditions (we won't go into detail here) where this could create an issue. If so you won't be able to move it there.
Drag and Drop to Tag
Note: "Why not edit in place?" Because in testing we found that it's far too easy to accidentally change (or destroy) data on touch screens without a two step process. We compromised and used a two step process in areas we felt challenging, and edit in place in those that we felt were less risky. (Time will tell. Lets go with the evidence.)