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Introduction

Whatever Goals are set by the CAM/ Partner to achieve the success are displayed. Like if there are some goals are set in previous year and this year there are also some goals are added, then it is too much to manage in that “Set Goal” page. User can individually see the which tasks are completed or in-progress or not started. Task title, Task Description, Completion status, Achievement date, start date, completion date, last update date, notes, Recommendations for this task, task status and hide complete task are there. It is a collective page where all tasks are displayed. User can sort the tasks according to task completion status and also do filter.

Features/Components

There are 4 steps to complete Action planning, which includes
  • User Level Tasks
  • Application-Level Tasks

3.2.1 User Level Tasks

User Level Task
Why To track the goals that are set by the users in set goal page.
What
  • It helps to organize all the task so partner can concentrate on building a better business.
  • If user’s action is required to change the completion status, then it is User level task.
How
  1. Task title, Task Description, Completion status, Achievement date, start date, completion date, last update date, notes, Recommendations for this task, task status and hide complete task are there.
  2. User can make task completion status completed or progressed by selecting from the drop down.
  3. User can individually see the which tasks are completed or in-progress or not started.
  4. There are some colour schemes that define Red – Not- Started task, Yellow – In-progress task and Green – Completed task.

3.2.1.1 Select Dropdown

Select Dropdown
How

Partner can see individually the goals by selecting from the dropdown options. The options are:

  1. All Tasks - Represents that all types of tasks are display.
  2. Not- Started - Represents that only non-started tasks are display.
  3. In-Progress - Represents that only in-progress tasks are display.
  4. Completed - Represents that only completed tasks are display.
  5. Recommended - Represents that the task that are set as recommended by the CAM user are display.

3.2.1.2 Completion Status Dropdown

Completion Status Dropdown
How

User can make the task Not Started or Completed or In- progress by selecting from the dropdown. Completion status will change in Set Goal, whenever any change occurs here and vice-versa.

3.2.1.3 Task Manager Columns

Planned Achievement Date
How
  1. Planned achievement date define when the goal achieved according to the plan. By default, planned achievement date= Current date+ 30days. (User can change the date)
  2. Actual completion date defines when the target actually completed. When the status changed to completed, that is the actual completed date and that is not changeable by the user. This date is system generated.
  3. Start date defines when the plan starts. This date is system generated.
  4. Last updated date defines when the plan ended. 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. As the completion status is Not- started, colour of task status is Red. Like this if completion status is In- Progress, colour will be yellow and if is Completed, colour will be Green.

3.2.1.4 Hide the Task

Hide the task
Why

Suppose there are bunch of tasks. Out of them most are completed and others are in progress or not started. So, user can hide the completed task to give more priority to others.

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.

3.2.1 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 question, then it will show that completion status is completed.
  3. If completed, then it will show the actual completion date and last update 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 is there.

3.2.1.1 Show Entries

Show Entries
How

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

3.2.1.2 Search Bar

Search Bar
Why

Main purpose is to search a particular task what user wants.

How
  1. Suppose there are more numbers of entries of tasks and user want to display only a particular task detail.
  2. So, for that they can search here by task name or by its completion status or by its completion date.

3.2.1.3 Hide this task

Hide the task
Why

Suppose there are bunch of tasks. Out of them most are completed and others are in progress or not started. So, user can hide the completed task to give more priority to others.

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.

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