Task Manager

General information

• The submodule Task Manager in the module Project offers tools to:
  • schedule tasks
  • assign tasks to other users (e.g. field crew leaders).
  • modify information of each task (e.g. state of execution, actual costs, actual quantities).
• For these tools to be accessible, a plan must have already been created and activated (for more information see Plan).

Load Tasks

1. Click on the window Task Manager in the module Project.
2. Click on load tasks.
3. Select the data set of interest. Make sure that the stands of that data set are associated to an activated plan (for more information see Plan). 
4. Click next.
5. Turn on the levers of the years and months corresponding to the tasks that you wish to access.
6. Click OK.
7. Remember to press save after making the desired changes. 

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Status of tasks

The status options for a task are:

1. computed. The default status when activating a plan for the first time.
2. planned. Tasks which are part of the actual execution plan.
3. assigned. Tasks which have already been assigned to a user.
4. ongoing. Tasks which are being currently executed.
5. executed. Tasks which have been executed.
6. delayed. Tasks which have been delayed.

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Changing the status of a task

1. Load a task
2. Double click on the cell under the column "status" corresponding to the task you wish to modify. The status options will appear.
3. Select a state.
4. To update the information in the Summary window, click on update.
5. Remember to save.

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Assign a task to a user

1. Load a task
2. Double click on the cell under the column "Assignee"  corresponding to the task you wish to assign. The options of the users to whom tasks may be assigned will appear.
3. Select the assignee.
4. To update the information in the Summary window, click on update.
5. Remember to save.

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Modify the description, actual quantity and actual cost

1. Load a task
2. Click on the task that you wish to modify.
3. In the right hand window of the "Stand info" panel, double click on the cell that you with to modify (under the column "description", "actual qty", and "actual cost".
4. Input the new information and press enter.
5. To update the information in the Summary window, click on update.
6. Remember to save.