Create and shift a task easily

by cdeschamps December 14, 2009

Learn how to create a task in just some clicks!


Within our planning application, you can create a task just easily and also modify it easily.

Have a look at this video that shows the basics of task creation:

Read more about tasks management

As always, you can contact us to have a free demo online and you can also watch more videos.

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Force task creation

by cdeschamps October 5, 2009

Force the creation of a task even if the resource is not skilled

You can now force the creation of a task even if the resource is not skilled.
You will have this kind of message: "Do you want to force this task even if the skills are not respected?"

And you will have the two choices:

-> Yes or No

If you select "Yes", the task will be created even if the resource is not skilled.

If you select "No", the task will not be create.

NB: If you are already a client and that you are using the users rights, this feature will not be activated by default so that the users will not have this permission.  To activate it, go to the menu Data -> Group and tick on the box “Force skill”.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

 

 

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Create a task without allocating a resource

by cdeschamps October 1, 2009

You can now create a task without allocating a resource from the task, client or project view.

So, you can plan in advance your tasks and interventions and allocate them to your resources later.

task-without-resource-icon

The icone (Ø) show that there is no resource allocated to the task.


NB: If you are already a client, you will first need to do this setting in order to have access to this feature:
- Create a resource of the type To Plan from the menu Data -> Resource.
- Just put a space on the label.

- Then, click right on the resource and hide it:

You can now create tasks without assigning any resource.

Want to know more about PlanningPME releases?

Have a look at the evolutions of PlanningPME, version 4.0.3.

 

 

 

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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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Task creation and modification

by cdeschamps May 10, 2009

Tips on PlanningPME: Task Creation and Modification

How to know who created a task and last modified it?


For each task created on the planning, it is possible to know when it was created, by which user and also who last modified it, just pointing the mouse on the text "Access" at the bottom left corner of the task window. This way, task assignment is made easier and clearer.


How to activate this option?

It is just easy: You just need to create some users and activate the users rights while opening PlanningPME from the menu Data -> User.

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