Strategy My Quick Update – My Tasks
- amani imtiyas
- Paul Angelo (Unlicensed)
This article contains: |
1. Overview |
This displays all the tasks which you are responsible for. The tasks will be grouped under the Action title to which they are linked to. You can click on the Expand arrow in front of each task to see the relevant details.
For each task, following data is displayed by default.
Title | Each task can be expanded and the title hyperlink will open in a new window by default. According to the settings configured by your Administrator the hyperlink will be enabled or disabled. If enabled, it can open the relevant record in a new tab or in a new window. |
Tags | Tags added to the Task are indicated below the Task title.  Figure 1.2 Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here. |
% Complete | Progress bar indicates the percentage completed and the bar will display the following based on the configurations within Administration>Settings>Progress Calculation area. If the project which is ‘off track’, the bar will become red. If the project is ‘ongoing’, the bar will become yellow or amber. If the project is ‘on track’, the bar will become green. Progress bar Indicator will be blank(unlit) in the following instances;
Progress bar indicator will be based on the period’s performance - action YTD actuals against the period target. Thresholds are set within the Admin area and can be changed to suit organizational requirements by the Administrator. See Action Progress Threshold area. The default threshold is:
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Status | Drop down list displaying the latest task status. Editable. |
Start Date | Allows the user to set the start date as you start the task. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the start date. |
End Date | Allows the user to set the end date as you start the action. Once the date is set, the user will need to go below to the expanded area ‘Quick Progress’ in order to update the end date. |
Progress Comments | Latest progress comment is displayed here. You can make updates in the given text box when required. |
Clicking on this icon enables you to send an email based on the relevant task’s progress. A popup window will be displayed enabling you to send an email to a staff member within CAMMS or to a separate email address. | |
Responsible Officer | A Responsible Officer can be selected for the Task. Note: If a staff assigned for the Task is inactive, an inactive suffix will appear next to staff name. |
Expanding the task will show you the progress update area where you can see the detailed description of each task.
Within the expanded section you can see the last updated date and time. By clicking on the clock icon, the user will be able to see the history of each task. save icon can be used to save the changes you do within each action and the spell checker icon can be used to check the spellings.
Click on the Filter icon to filter your tasks:
Following filters are available:
Filter | Description |
|---|---|
Search | A text box that allows you to perform a keyword search on tasks you are responsible for. |
Tags | Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of Tasks that tagged with the chosen tag. The default action is ‘Show all’. Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here. |
Hierarchy | Drop-down list that shows all hierarchies in the system (including any custom hierarchies). Selecting a hierarchy further allows you to filter records up to a hierarchy node. |
Hierarchy Level | Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level further allows you to filter records up to a hierarchy node. |
Hierarchy Node | Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your tasks that are linked to the particular node. |
Action Filter | Drop-down list that shows all the available Action Filters. By choosing an Action filter, tasks linked to actions with the chosen Action Filter will be populated. The default action is ‘Show all’. |
Status | Drop-down list that shows the various stages/status of a Task. Selecting the Status would display Tasks relevant to the Status chosen. |
Action Grouping | Drop-down list that shows all Action Groupings which are customized for the organization. Selecting an Action Group would filter tasks linked to Actions that pertain to the chosen Action Grouping. |
Reporting Year | Drop-down list that shows all reporting years. By filtering the Reporting Year, Tasks that run across the selected year and are active in the current period will be displayed. The default action is ‘Show all’. |
Last Progress Update | Choose from a Drop-down list that filters the Tasks per the last Progress Update. The default action is ‘Show all’. |
Related Plans | Drop-down list of Related Plans added through Framework> Related plans. By Selecting a Related Plan, you will be provided with a list of Tasks that is linked to the chosen Related Plan. The default action is ‘Show all’. |
Budget Type | Drop-down of the Budget Types that would be linked to Actions is provided. By Choosing the Budget Type it will filter tasks linked to Actions with the particular budget type. The default action is ‘Show all’. |
Hide Completed | Ticking this box excludes all completed tasks from the list. Unticked by default. |
Search and Clear Filters buttons are available within the area. Ticking the Save as Default box will save the current search criteria as the default one.
2. Task Progress Update |
There are two main methods to carry out a task progress update;
Method 1:
Edit the inline columns and click Save. You can make updates to multiple task rows at once and click on the Save All button to update the Tasks.
Method 2:
STEP 1: Click on the plus icon on the left side of the task row to expand the update area of the specific task. The department, strategy, to which the Action is linked, are displayed at the top of the record. The progress comments, start, end and completion summary of the task will be displayed at the bottom.
STEP 2: Update the task details and append sub task comments to the task comment by clicking on Append task Comment button (if any).
STEP 3: Click on the save icon once the changes are made.
Click on the task grid icon to open the popup window which displays the sub-tasks of the selected task (if any). Update the progress comments, status and percentage completed for the tasks and click on Save All icon. Once the changes have been saved, you can close the pop up window.
Please refer to the Common Icons when you are updating individual or multiple records.
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