More sites are creating Projects and then asking for the Accounting Department to provide a Project Number from the back office software.
We have added an Orange Task button to the Project Summary page so that it is ready at hand, without the User having to first navigate to another screen to issue the Task.
Be sure to point this out to your community. Otherwise we doubt that the Users will notice it given the fact people tend to be "hard wired" when it comes to repetitive processes and it will likely go unnoticed.
Showing posts with label Tasking. Show all posts
Showing posts with label Tasking. Show all posts
Wednesday, July 20, 2011
Wednesday, June 22, 2011
New Filter available in My Tasks
Task Due Date Filter has been added to the Filter options Available in the MY Task dashboard of a User’s Home Page.
It has come to our attention that some sites have senior managers in the Gets All Categories distribution box of Work Orders. These Users receive every Task WO & Addendum issued on a site. While they may require access to every Task or just to see the Task activity as an informal metric for activity it is unlikely that they really need to read every Task. Being aware and having easy access at their discretion yes, open and close each and every one of those Tasks, not likely.
So the User ends up with a long list of Tasks. Since past due tasks go to the top of the list they have to scroll way down a list to see the new Task. And in the case of some users I do mean way down. As the dashboard is a dynamic report there is no way to add an ALL checkbox as many dynamic screens have.
The easiest course of action might be to determine if the User really does need all of those Tasks. Should it prove they don’t, remove the User with this issue from the Gets all WO category. Allowing that does not work you can now use Task Due Date Filter to hide Tasks older than, say -15 days, likely a WO or Task older than 2 weeks past a due date has no value (It can always be found in the Project). While Tasks will remain forever NOT complete, a reality they were NOT completed, they will hide themselves based on selected timeframe, keeping the relevant Tasks far closer to the top of the list based on the (- days). Adjust your (-day) to fit the individual User requirements and your sites activity level with regard to WO & Addendums.
It has come to our attention that some sites have senior managers in the Gets All Categories distribution box of Work Orders. These Users receive every Task WO & Addendum issued on a site. While they may require access to every Task or just to see the Task activity as an informal metric for activity it is unlikely that they really need to read every Task. Being aware and having easy access at their discretion yes, open and close each and every one of those Tasks, not likely.
So the User ends up with a long list of Tasks. Since past due tasks go to the top of the list they have to scroll way down a list to see the new Task. And in the case of some users I do mean way down. As the dashboard is a dynamic report there is no way to add an ALL checkbox as many dynamic screens have.
The easiest course of action might be to determine if the User really does need all of those Tasks. Should it prove they don’t, remove the User with this issue from the Gets all WO category. Allowing that does not work you can now use Task Due Date Filter to hide Tasks older than, say -15 days, likely a WO or Task older than 2 weeks past a due date has no value (It can always be found in the Project). While Tasks will remain forever NOT complete, a reality they were NOT completed, they will hide themselves based on selected timeframe, keeping the relevant Tasks far closer to the top of the list based on the (- days). Adjust your (-day) to fit the individual User requirements and your sites activity level with regard to WO & Addendums.
Tuesday, May 18, 2010
Creating a Task just got easier
A special gift to all of your users who love to Task others.
The Project Home Page’s Create a Task screen just got a shiny new button.
The button really does say it all.
Selecting this button will Send the current Task but instead of placing you on the Project Home page the screen simply refreshes and you are ready to Create another Task. You can of course continue this cycle until all the Tasks required have been created.
The Project Home Page’s Create a Task screen just got a shiny new button.
Selecting this button will Send the current Task but instead of placing you on the Project Home page the screen simply refreshes and you are ready to Create another Task. You can of course continue this cycle until all the Tasks required have been created.
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