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’. |