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:

   

7. Choose to:

   • Add a project

     1. Click .

     2. A pop-up window is displayed:

        

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

     4. The Add a new Project pop-up window is displayed:

        

     5. Enter a clear and concise Title for the project.

     6. 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.

     7. Rules are listed at the bottom of the window.

        Only employees who comply to the rules can be selected for a task.

     8. Apply as many rules as you require. Click to remove a rule that is not required.

     9. Click Save.

     10. 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.

     11. You can now add tasks to the project.

   • Add a task

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

     1. Click .

     2. The project window is displayed:

        

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

     4. The task window is displayed:

        

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

     6. The Add a new Task pop-up window is displayed:

        

     7. Enter a clear and concise Title for the task.

     8. 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.

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

        Only employees who comply to the rules can be selected for a task.

     10. Apply as many rules as you require. Click to remove a rule that is not required.

     11. Click Save.

     12. You can now add a work type to the task.

   • Add a work type

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

     1. Click .

     2. The project window is displayed:

        

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

     4. The task window is displayed:

        

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

     6. The work type window is displayed:

        

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

     8. The Add a new Work Type pop-up window is displayed:

        

     9. Enter a clear and concise Title for the work type.

     10. 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.

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

         Only employees who comply to the rules can be selected for a task.

     12. Apply as many rules as you require. Click to remove a rule that is not required.

     13. Click Save.

     14. You can now allocate shifts.