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Table of Contents

INTRODUCTION #

Whatever Goals are set by the CAM/ Partner to achieve the success are displayed on Task Manager. Tasks are derived from Capabilities Scorecard and Goals & Action Plan. Task Manager helps to manage all the tasks on a single page.It displays the Full Task title, Description, Action Plan Notes to briefly describe the task. Other attributes that defines the status of the task such as the Task Status,Planned Completion Date,Actual Completion Date and Start Date are also included in this page. The filters are also included in this page to filter the tasks by the Task Status and by other fields. We can also Hide the completed tasks in order to optimize the view.

Features/Components #

There are 4 steps to complete Action planning, which includes

  • User Level Tasks
  • Application-Level Tasks

User Level Tasks #

Select Dropdown #

User Level Tasks
Why These are the user defined tasks from different applications.
What
  • It helps to organize all the user tasks on one page in order for partner to create a better plan.
  • “User level task” as the name states, it requires user actions to track the tasks listed on this page.
How
  1. User can view the list of tasks from different applications.
  2. User can make changes by simply selecting the task and updating its attributes.
  3. User can filter the tasks based on the Completion status, Completion Date and many more
  4. There are some color schemes that defines the status of the tasks – Red: It represents that the Task is “Not Started” mode, Yellow: It represents that the task is “In Progress” mode, Green:It represents that the task is “Completed” and Orange: It represents that the task is recommended by the admin.It is completely dependent on user either to select or not select the recommended task.
Sort by
How There is filter by which user can sort the tasks according to their requirements. The Sort by options are:

  1. Task Status – It will sort the tasks by Task Status. Not Started tasks will display on the top of the list then In Progress tasks then after Completed tasks atlast the Recommended tasks. This is the by default sorting option that will be by default selected when user visit on this page.
  2. Task Title – It is sorted by Alphabetical order if sort option is selected.
  3. Planned Completion Date – If this sort option is selected then it is sorted by the latest planned tasks to be completed on top.
  4. Actual Completion Date – If this sort option is selected then it is sorted by the latest completed tasks on top.
  5. Start Date – If this sort option is selected then it is sorted by the latest started tasks on top.
  6. Last Updated Date – If this sort option is selected then it is sorted by the latest updated tasks on top.
Sort by (Advanced filters)
How There are advanced filters by which user can drill down more filters for the tasks according to their requirements. These advanced options are applied based on the selection made in the “Sort by” field. Following are the options in the Advanced filter:

  1. All Tasks – If this option is selected the selection made in first filter will be applicable to all the tasks listed on the page.
  2. Not Started – If this option is selected the selection made in first filter will be applicable only to the “Not Started” tasks listed on the page.
  3. In Progress – If this option is selected the selection made in first filter will be applicable only to the “In Progress” tasks listed on the page.
  4. Completed – If this option is selected the selection made in first filter will be applicable only to the “Completed” tasks listed on the page.
  5. Recommended – If this option is selected the selection made in first filter will be applicable only to the “Recommended” tasks listed on the page.

Note – In order to see the results according to these filters users have to click on the “Apply” button.

Completion Status Dropdown #

Completion Status Dropdown
How User can make the task Not Started, In- progress or Completed by selecting from the dropdown. Completion status will update on Goals & Action Plan and on Set Goal page of Capabilities Scorecard, whenever any change occurs here and vice-versa.

Task Manager Columns #

Planned Achievement Date
How
  1. Planned Completion Date defines an estimated date when the goal will be achieved according to the plan. By default, planned achievement date= Current date+ 30days. (User can modify the date)
  2. Actual Completion Date defines when the task is actually completed. When the Completion Status is updated to completed, then the Actual Completion Date is populated. This date can be updated anytime.
  3. Start date defines when the task is started. This date is system generated. If the Completion Status is changed from Not Started to In Progress or changed from Not Started to Completed, then the Start Date is populated.
  4. Last updated date defines when the task was last updated. This date is system generated.
  5. In Notes, User can enter a note that is helpful for the user to come later and start from where they left OR can enter useful information regarding why the task is pending etc.
  6. The Task Status colored circle is defined if the task is Not- started colour is red, if task is In- Progress colour is yellow and if it is Completed colour will be Green.

Hide Task #

Hide task
Why Suppose there are bunch of tasks, most of them are completed and others are in progress or not started. So, user can hide the completed tasks in order to optimize the list and focus on the tasks that need more concern and are not strated on in progress, those are not yet completed.
How
  1. Used to hide the task.
  2. This option only for the completed task.
  3. It will not display till user click on the restore hidden/ completed task.
Restore hidden/ Completed task
Why It will restore the hidden/ completed task to the table when user click on it.
How This link will not visible till when user do not click on the hide the task button.

Application-Level Tasks #

Application-Level Tasks
Why Main purpose of this application-level task is to keep track whether the partner have visited the particular application or not.
How
  1. The tracking of visit of a partner in a particular task will be defined by two ways.
    • Loading the page
    • Exporting the page
  2. If any action done by the partner for a particular application, then it will show that completion status is completed.
  3. If completed, then it will show the actual completion date and last updated date.
  4. Here only two colours ball displays i.e., Green and Red.
  5. If user visited/ export the page then it shows green colour ball and if user do not visit/ export the page then it shows red colour.
  6. There is no In- progress status here.

Show Entries #

Show Entries
How If there are more numbers of entries of task, and user wants to see first 10 tasks, then they can do it by selecting the option from the dropdown.

Search Bar #

Search Bar
Why Main purpose is to search a particular task what user wants too see in their view.

Hide This Task #

Hide the task
Why Suppose there are bunch of tasks. Out of them most of them are completed and others are in progress or not started. So, user can hide the completed task to focus on Not Started and In Progress tasks.
How
  1. “Hide this Task” link is used to hide the task.
  2. This option will display only for the completed tasks.
  3. Once any task is hidden, the task can again be viewed by clicking the link “Restore Hidden/Completed Tasks”
Restore Hidden/ Completed Tasks
Why It will restore the hidden/ completed tasks to the table when user click on it.
How This link will not be visible untill user have a single task hidden.
What are your Feelings

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