ULYQUID | Plugin - Task


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Using the Task Plugin





Overview

Task management is the key to project success. Project members will have great advantages if the overview scope of the current project status is clear. Using this information, scheduling, resource management, and project scope re-arrangement could be done easily. The [Task] plugin achieves this by providing members with personal task management, gantt chart control and WBS to visualize the project tasks at any point in time.


Task Management

The task management pages are accessible by all project members assigned to any of the projects. Here, you will be able to do all sorts of operations on the tasks, such as creating tasks, assigning to members, status reporting, make comments, etc. Some features are only available for project managers, such as creating/updating/deleting tasks. Following features are provided:


Also, project managers are allowed to modify all tasks regardless of the owner. Whereas, project workers are only allowed to modify the tasks that are owned (assigned) to it self.


Main Menu

Following shows you the main menu that is present in all task plugin pages. By clicking each of the menu links, you will be able to access all other related pages.



Task Plugin Main Menu



Task List

View all created tasks in the project. The caption displays the total number of records stored. Long texts will be displayed as tool tip when mouse is over. Operation menu in each row allows you to manipulate on the selected task. You can navigate the list if it exceeds the limit of displaying per page by using the pager at the bottom of the table, or display all data by clicking [View All].

Operation menus (from left to right):



Task List



Schedule

The schedule page displays the task progress in the specified time frame as calendar view. Each bar color represents the task status: gray - on hold / red - working / yellow - waiting for approval / green - completed. When mouse is over the bar, details of the task will be displayed as tool tip. Clicking the task name will show a Task Context Menu.
The top time frame input fields allow you to specify the time frame in which the schedule to be displayed in yyyy-mm format from start date to end date. Press the [Show] button to display the schedule.


Schedule



Task Tree

Following shows you the task tree page. This page lists all tasks in a work breakdown structure. By clicking any of the task name will show you a Task Context Menu.



Task Tree


Task Context Menu

This context menu lists all the operations you can do with a task. Project manager-specific features will not be displayed here for project workers.



Task Context Menu


  • [Comment List]: Jumps to [Comment List] page of the specified task
  • [Create Task]: Jumps to [Create Task] page with the specified task as parent task by default
  • [Update Task]: Jumps to [Update Task] page of the specified task
  • [Task Details]: Jumps to [Task Details] page of the specified task
  • [Delete Task]: Jumps to [Delete Task] page of the specified task


Comment List

This page allows you to create and view comments posted on a single task. Press the [Create] button to post your comment.



Comment List


Create Task

This page allows you to create a single task. Press the [Create] button to create.



Create Task


  • [Parent Task]: The parent task of which this new task will depend on. If creating a completely new task, leave as blank
  • [Assignee]: Project member that this task will be assigned to
  • [Task Name]: The task name
  • [Start Date]: Start date of the task in yyyy-mm-dd format
  • [End Date]: Completion date of the task in yyyy-mm-dd format
  • [Priority]: Priority of the task in 4 levels: None/High/Normal/Low
  • [Details]: Details of the task


Task Details

View detailed task information from this page. The [Update] and [Delete] link will jump to the corresponding manipulation pages. The delete menu will only be available to the project manager.



Task Details


Update Task

Update task information from this page. Only in this update page, you are allowed to set the task status. There are 4 types of status: On Hold/Working/Waiting For Approval/Completed. Choose the one that most describes the current task status. For project workers, [Assignee] and [Status] will be the only fields allowed to be changed. Press the [Update] button to reflect the new information.



Update Task


Delete Task

Delete the task. All child tasks will be deleted. Be aware that this operation cannot be undone. Press the [Delete] button to delete.



Delete Task