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.
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.
How to assign a category to a task?
Just select it from the drop down list chile creating a task:
How to filter the planning underlining the task status?
You have a filter at the right top side of the planning board:
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".
The color of the task will then be the color of the category of the task.
Related Posts:
Tasks management within PlanningPME : All the functions available for an easy tasks management within our planning software.