Task status

by cdeschamps June 7, 2009

Assignment of a task status or category


For each single task created on your schedule, you can assign a category.

As an example, you can tell whether a task is important or not, if a booking is confirmed or not...
Then, you can filter the schedule to have tasks of a certain category displayed.

How to create a new category?
From PlanningPME, go to the menu "Data" -> Task category"

The “Task Category” window appears.
To add a status, type a label, then select the text and background colors and press the button  “Add”.
You can also select hatching for the category.

task status

NB: Each task created on the planning will be by default of the first category of the list.  For example, “Not Confirmed” in the example below.

If you have added some hatchings to your category, you will see them directly on the planning:
Here, you have a double information: The yellow color is the color selected for the label “training” and the green horizontal lines represent the category of this task.

task-hatchings


How to assign a category to a task?

Just select it from the drop down list chile creating a task:

task-category

How to filter the planning underlining the task status?

You have a filter at the right top side of the planning board:

task-status-filter

How to have the colors displayed on the schedule with this category?

You can display tasks in function of the color of the category on the screen from the menu "Tools" -> "Options" -> "Task".

task-status-colour

The color of the task will then be the color of the category of the task.

task-category-colours

Related Posts:

Tasks management within PlanningPME : All the functions available for an easy tasks management within our planning software.

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Recurring task

by tgarnier June 6, 2009

How to create a recurring task on your planning?

Some tasks have to be done in a recurrent way. To avoid creating it several times, we implemented a recurrence function. The function “Recurrence” will help you in your tasks management as monthly meetings, yearly appointments…This is another possibility that makes this software so user-friendly.

When creating a task, in the window “Task”, click on the button “Recurrence”.

The following window appears:

 

 And here is the visualization on the schedule:


You can delete an occurrence of a periodical task or delete all the series. To do so, select the task and right click on the mouse.
Then, click on « Delete ».

If you want, you can get off a task from its series either to:
- Move it 
- Activate a reminder only on this task...

You can extract several tasks from the recurrence: it is useful when a person is off. To do so, click right on the resource and select "Get off the recurrence". Select the period during which you want to get off the tasks from the recurrence.

Careful: The period of time displayed on the screen must include the period during which the resource is off.

 
Tasks are then independent and you can reassign them to other resources.

If not done yet, download the trial version of planning PME and try it for free.

Do not hesitate and ask for an online demo.

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Task allocation

by cdeschamps June 5, 2009

How to allocate tasks to the correct resource?

You can assign a task to one or several resources at a glance! Task allocation is just easy within PlanningPME.
From PlanningPME, create a task on the schedule.
On the « Task » window, select the tab « Resources » or tick on the box “Several" resources.  The following window appears.


Point 1 : Filter resources by department
You will then have the list of your filtered resources on the left side of your screen.

Point 2 : Display only available resources
Selecting this box, you will avoid a double-booking. You can only select available resources on the period chosen while creating the task.

Point 3 : Display only resources under contract of employment
This is another filter.

So, you can assign task to one or more resources easily.


Learn more about tasks management within PlanningPME.

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Task list

by cdeschamps June 4, 2009

How to define a task list and have a drop down list

while creating a task?

While creating a task on the planning, you can either type it or select it from a list as shown below.

Task list

How to have a predefined list of tasks?

From PlanningPME, go to the menu “Data” -> “Task”. The windows below appears.


From here, you can find all the labels already created. You can add new labels, delete some and really customize fully the scheduling software PlanningPME with your own words.


Then, you have several options available to customize your tasks.
-    Change the text and background colors
-    Assign skills:  "Skills" button
-    Assign hours: "Hours"

Related Posts:

Tasks management within PlanningPME : All the functions available for an easy tasks management within our planning software.

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Task setting

by tgarnier June 3, 2009

Let's see how to create a task on the schedule !

First of all, there are three ways to create a task:

  • by double clicking on the planning board;
  • by drawing a rectangle on the schedule;
  • by right clicking on a blank space of the planning board and selecting "New Task".

This is what you should see displayed on your screen:

 

From this task setting window, you can decide which task you want to assign to and the related resources (several can be associated with the task if necessary).Choose also the beginning and ending hours for the task...or add a recurrence to the task so that your resource accomplishes it every given day/week/month.

Then, you can move the task on the schedule with a simple "drag and drop" operation.

Other tasks functions will be explained in further posts for an easier task management.

In the meantime, download the trial version of planning PME and try it for free.

Do not hesitate and ask for an online demo.

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Tasks management

by cdeschamps June 2, 2009

Tasks management within our scheduling software

A task can be a booking, a training, an installation or any mission you need to assign to your employees. They are represented by a coloured box on the planning board. You can create as many tasks as needed and really customize the planning with your own data and jobs specific to your activity.

Find out more below about the features you will benefit from our planning software PlanningPME:

- Task setting: How to create a task on the schedule?

- Recurring task: How to create a recurring task?

- Task list: How to define a list of tasks and have a drop down list while creating a task?

- Task allocation: How to create a task for one or more available resources?

- Task status: Assign some status or categories to your tasks and filter the planning underlining this parameter.

- Task time: Assign a duration or a time slot to your tasks in order to save time while creating your schedule

- Lock task: How to lock a task on the planning?

- Creation Mode: How to switch from the creation mode to the selection mode?

- Task Tracking: How to track the tasks knowing who created or modified it?

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Garage planning

by cdeschamps June 1, 2009

 

Software for garage planning


Manage your technicians, your maintenance tasks, your cars rentals with an accurate garage planning software.

Many clients such as Mercedes or BMW car dealers already use PlanningPME to manage their garage.

Have a look at our garage planning example below:

- Human and material resources view ( Cars and technicians)

- Clients view

And have access to those features:

- Assign several jobs to a technician on the same day
- Control your car rentals
- Avoid double booking
- Book your appointment
- Create reports and statistics


Try our garage planning example today! How?

1- Download the trial version of PlanningPME


2- Download the garage schedule example

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