Difference between revisions of "Task Manager"

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{{TOCright}} __TOC__
 
{{TOCright}} __TOC__
  
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OpenKM ahora tiene un administrador de tareas en cual podran crear tareas para diferentes proyectos y con varios estados. Estas tareas podran se asignadas
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OpenKM Task Manager feature allow to create, administrate and assign task to users or roles. Can create projects and task status which can be assigned to any task. With Task Manager can filter by project or task status created by you or assigned to you.
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a cualquier usuario o rol de OpenKM.
 
  
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El Administrador de tareas tiene varias formas de filtrado ustedes pueden filtrar por estado, proyecto, tambien por las tareas que creo y por la tareas que le estan asignadas a usted.
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Each task can be asociated to one or several documents, folders, mails or records.
  
 
== Description of different icon options ==
 
== Description of different icon options ==
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* [[File:History.png]] → Add hour
 
* [[File:History.png]] → Add hour
  
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== Inicio ==
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== Default view ==
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By default Task Manager show in dashboard view all active task assigned to the logged user. At the top right corner there's a button called '''Status list''' to maintaining task status list and '''Project list''' to maintaining project lists.
  
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El administrador de tareas se encuentra en el tablon, Esta es la primera ventana que se visualizara despues de haber creado proyectos y estados.
 
  
 
[[File:okm_user_guide_462.png|center|900px]]
 
[[File:okm_user_guide_462.png|center|900px]]
  
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== Estados ==
 
  
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Para poder administrar los estados puede entrar a listar estados desde la ventana principal y ahi es en donde usted podra crear, modificar y eliminar los estados para administrar sus tareas.
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== Status ==
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Each task has assigned some status. Status list can be maintained by users  with administration grants. As can observate in next screenshot each status can indicate task finished or not. For example in list which appears in next screen can observate than status called "Cancelled" or "Finished" indicates the task is not active.  
  
 
[[File:okm_user_guide_460.png|center|900px]]
 
[[File:okm_user_guide_460.png|center|900px]]
  
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== Proyectos ==
 
  
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Para poder administrar los proyectos puede entrar a listar proyectos desde la ventana principal y es ahi en donde usted podra crear, modificar y eliminar los proyectos.
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== Projects ==
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Each task has assigned to some project. Project lists can be maintaned by users with administration grants. In next screenshot can view a project list.
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[[File:okm_user_guide_461.png|center|900px]]
 
[[File:okm_user_guide_461.png|center|900px]]
  
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== Tareas ==
 
  
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== Formulario ==
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== Task ==
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== Create ==
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To create a new task must click button [[File:add.png]] then will be shown a form ( note that some fields are mandatory ):
  
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Para crear una tarea tiene que precionar el boton de añadir. Despues de realizar esta accion tendra que introducir todos los datos requeridos si no lo hace saldra mensajes de advertencia lo cual impedira que pueda crear la tarea.
 
  
 
[[File:Okm_user_guide_463.png|center]]
 
[[File:Okm_user_guide_463.png|center]]
  
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Despues de insertar todos los datos requeridos.Nos aparecera mas opciones en la cual podremos buscar documentos, carpetas, correos y registros precionando el icono segun lo que necesitemos. Despues de precionar el icono nos mostrar un formulario donde podremos realizar la busqueda.
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Then click on '''create''' button, in this screen will be able to add related documents, folders, mails or record. For do it click on seach document icon [[File:document_find.png]] (search folder, search mail or search record depending the case):
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[[File:Okm_user_guide_464.png|center]]
 
[[File:Okm_user_guide_464.png|center]]
  
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Despues de haber seleccionado los documentos, carpetas, correos y registros que queremos añadir a la tarea podremos continuar pero si en caso quisieremos borrar un documento que lo ayamos introducido accidentalmente podremos eleminar facilmente precionando el boton de eleminar.
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To complete creation action, click '''Continue''' Button.
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[[File:Okm_user_guide_465.png|center]]
 
[[File:Okm_user_guide_465.png|center]]
  
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Si en caso nos asignarian una tarea de la cual no somos propopietarios solo podriamos modificar el progreso, el estado y añadir documentos, carpetas, correos y registros como se muestra en la siguiente imagen.
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{{Note|On creation or edition task is send a mail notification to the users to inform that has new task assigned.}}
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User with assigned task which are not the owners - creator - only are allowed to modify the status, the task progress or add related documents, folders, mails or registers as is shown in next screenshot:
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[[File:Okm_user_guide_466.png|center]]
 
[[File:Okm_user_guide_466.png|center]]
  
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== Lista ==
 
  
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Cuando ya estamos administrando varias tareas podremos filtrar las lista filtrando solo por tareas asignadas, tareas creadas o de las cuales somos propietarios y tambien podremos filtrar por estado y proyecto.
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== Filtering ==
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Can filter task by assigned task or created task and by status or project. In next screenshot can view task filtered by tasks created by the user.
  
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Esta seria un filtrado por la tareas creadas.
 
  
 
[[File:Okm_user_guide_467.png|center|900px]]
 
[[File:Okm_user_guide_467.png|center|900px]]
  
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Este seria una filtrado por las tareas asignadas y como ven en esta imagen en algunos casos solo aparece el boton de editar que no indica que no somos propietarios de esa tarea.
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In next screenshot can view task filtered by assigned task to the users. As can be shown delete button only appears in case user is the creater ( owner ), otherside this option is not available.
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[[File:Okm_user_guide_468.png|center|900px]]
 
[[File:Okm_user_guide_468.png|center|900px]]
  
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Y para facilitar la visualizacion y no siempore ir a editar para ver en detalle las tareas solo poniendo ensima el curso se abrira una ventana en la cual nos mostrar toda la informacion de la tarea. En esta venta pueden precionar por ejemplo un documentos y le redireccionara al lugar en donde se encuentra.
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There's a tooltip feature which allows to show all task data from this view when the cursor is over the subject task.
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[[File:Okm_user_guide_469.png|center|900px]]
 
[[File:Okm_user_guide_469.png|center|900px]]
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[[Category: User Guide]]
 
[[Category: User Guide]]

Latest revision as of 13:07, 6 August 2013

OpenKM Task Manager feature allow to create, administrate and assign task to users or roles. Can create projects and task status which can be assigned to any task. With Task Manager can filter by project or task status created by you or assigned to you.

Each task can be asociated to one or several documents, folders, mails or records.

Description of different icon options

  • Add.png → Add
  • Edit.png → Edit
  • Delete.gif → Delete
  • Document find.png → Find a document
  • Folder find.gif → Find a folder
  • Mail find.png → Find a Mail
  • Record find.png → Find a Record
  • Calendar.png → Add date
  • History.png → Add hour

Default view

By default Task Manager show in dashboard view all active task assigned to the logged user. At the top right corner there's a button called Status list to maintaining task status list and Project list to maintaining project lists.


Okm user guide 462.png


Status

Each task has assigned some status. Status list can be maintained by users with administration grants. As can observate in next screenshot each status can indicate task finished or not. For example in list which appears in next screen can observate than status called "Cancelled" or "Finished" indicates the task is not active.

Okm user guide 460.png


Projects

Each task has assigned to some project. Project lists can be maintaned by users with administration grants. In next screenshot can view a project list.


Okm user guide 461.png


Task

Create

To create a new task must click button Add.png then will be shown a form ( note that some fields are mandatory ):


Okm user guide 463.png


Then click on create button, in this screen will be able to add related documents, folders, mails or record. For do it click on seach document icon Document find.png (search folder, search mail or search record depending the case):


Okm user guide 464.png


To complete creation action, click Continue Button.


Okm user guide 465.png

Nota clasica.png On creation or edition task is send a mail notification to the users to inform that has new task assigned.


User with assigned task which are not the owners - creator - only are allowed to modify the status, the task progress or add related documents, folders, mails or registers as is shown in next screenshot:


Okm user guide 466.png


Filtering

Can filter task by assigned task or created task and by status or project. In next screenshot can view task filtered by tasks created by the user.


Okm user guide 467.png


In next screenshot can view task filtered by assigned task to the users. As can be shown delete button only appears in case user is the creater ( owner ), otherside this option is not available.


Okm user guide 468.png


There's a tooltip feature which allows to show all task data from this view when the cursor is over the subject task.


Okm user guide 469.png
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