Tasks Management configuration

To configure Tasks Management:

  1. Open the Plan tab.
  2. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.
  3. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.
  4. Click … in the calendar header:

  5. Select Tasks Management.

    6. The Tasks Management screen is displayed:

  6. Choose to:
  1. Click .

A popup window is displayed:

  1. Click Add a project in the bottom right of the window.

The Add a new Project popup window is displayed:

  1. Enter a clear and concise Title for the project.
  2. Add a Rule for the project. Filter rules using the left hand dropdown list and then select a rule to apply from the list on the right.

Rules are listed at the bottom of the window.

Note: Only employees who comply to the rules can be selected for a task.
  1. Apply as many rules as you require Click to remove a rule that is not required.
  2. Click Save.
  3. Add a Rule for the project. Filter rules using the left hand dropdown list and then select a rule to apply from the list on the right.
  4. You can now add tasks to the project.

Once projects have been set up, you can add tasks.

  1. Click .

The project window is displayed:

  1. Click in the project that you want to work with.

    2. The task window is displayed:

  2. Click Add a task in the bottom right of the window.

The Add a new Task popup window is displayed:

  1. Enter a clear and concise Title for the task.
  2. Add a Rule for the task. Filter rules using the left hand dropdown list and then select a rule to apply from the list on the right.

Rules are listed at the bottom of the window. Rules inherited from the project are also listed.

Note: Only employees who comply to the rules can be selected for a task.
  1. Apply as many rules as you require Click to remove a rule that is not required.
  2. Click Save.
  3. You can now add a work type to the task.

Once tasks have been set up, you can add work types.

  1. Click .

The project window is displayed:

  1. Click in the project that you want to work with.

    2. The task window is displayed:

  2. Click in the task that you want to work with.

The work type window is displayed::

  1. Click Add a work type in the bottom right of the window.

The Add a new Work Type popup window is displayed:

  1. Enter a clear and concise Title for the work type.
  2. Add a Rule for the work type. Filter rules using the left hand dropdown list and then select a rule to apply from the list on the right.

Rules are listed at the bottom of the window. Rules inherited from the project and task are also listed.

Note: Only employees who comply to the rules can be selected for a task.
  1. Apply as many rules as you require Click to remove a rule that is not required.
  2. Click Save.
  3. You can now allocate shifts.