Brief Changes
User Group
Enhancement on Search Panel
Enhancement on Task Stage & Status
Task Template
Report Features
User Group
Menu Path:
Project- Dashboard - Project Setting - User Group
Function/Changes:
User group allow project owner to group certain number of users in to specific group. The group will be use in task management system. E.g, project owner create a "Leave Approver" group consist of 2 managers who can approve a leave application and 'HR" group consist of 2 HR personnel who process a leave application. These groups can be use to create a leave application task.
Note:
- Only project owner allow to create a user group.
- User group only apply to a specific project.
Enhancement on Search Panel
Menu Path:
Left side search panel bar
Function/Changes:
We have redesign search panel to improve the user usability. More contents and features will be put under this section.
Note:
Enhancement on Task State & Status
Menu path:
Project - Task
Function/Changes:
We enhanced task management state and status in order support various type of usage.
There will be maximum 4 state and 8 status in a task. Here are the details:
Task State
Created - The task was created.
Approved - Responsible user approve a task before it continue to next process.
Accomplished - Responsible user does and accomplish a task.
Reviewed - Responsible user checks and verifies all the requests in this task are done correctly.
Completed - The task was completed.
Task Status
Approval Queue - The task was assigned to a group of people and pending for someone to take over the task to their task list. Anyone under that group can take over the task by clicking "Assign to Me" Button.
Pending Approval - The task was assigner to specific a person and pending for approval.
To-do Queue - The task was assigned to a group of people and pending for someone to work and accomplish the task. Anyone under that group can take over the task by clicking "Assign to Me" Button.
Work in Progress - The task is working by someone.
Review Queue - The task was assigned to a group of people and pending for someone to review the task. Anyone under that group can take over the task by clicking "Assign to Me" Button.
Reviewed - The task was verified and reviewed to make sure all the requests in the task were done correctly.
Rejected - The task was rejected during the approval process.
Completed - The task was completed.
Task Action
Approve - Approve task for further action. Once approved, person who responsible to accomplish will take over and proceed to complete the task.
Reject - Reject task to stop this task. Once rejected, this task will return back to task creator.
Accomplish - Realize this task when users have finish all the requests in this task.
Review - Process task when users have verify all the requests are done correctly.
Assign to Me - Take the task from the open queue in to your task list.
Reopen - Reopen the task to the open queue. This action is avalaible when assigning to a group of people.
Re-Submit - Re-submit a task where it rejected from approval process.
Remark - User may remark a task to other to request further information before complete this task. Once remarked, this task will appear in responsible user's task list.
Note:
- Task management fully integrate with task template to support various kind of task.
Task Template
Menu path:
Project- Dashboard - Project Setting - Task Template
Function/Changes:
Task Template allow project owner to create a predefine task template task management system. Project member can use the task template to create a new task. E.g, project owner can create a leave application task template using Leave approver and HR group. Then, member can submit a leave application task using the predefine task template. Member does not need to set who is the approver and who will process their leave once approve.
There just required to enter leave information and submit. The task will auto route to leave approver to get an approval. Once approve it will auto route to HR for further processing. Once everything complete, the task will route back to the member indicate the leave application status. The task will route from approver to HR according to the predefine task template. The task template can be define in many ways such as Claim Request, Bug Report, Support Ticket and any recurring task that used frequently.
Note:
- Only project owner allow to create a task template.
- Task Template only applies to a specific project.
Report Features
Menu path:
Project- Report
Function/changes:
Report features display various kind of report regarding a task status. Beside, it also display activity log for the project. Here are the reports available in current version:
- Current Status By Task
- Pending Action By User
- Pending Action By User
- Completed Action By User & Type
- Completed Action By User
- Activity Log
Note:
- Report feature only applies to a specific project.
