Task Manager

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Contents

OpenKM Task Manager feature allow to create, administrate and assign task to users or roles. Can create projects and task status which can be assigned to any task. With Task Manager can filter by project or task status created by you or assigned to you.

Each task can be asociated to one or several documents, folders, mails or records.

Description of different icon options

  • Add.png → Add
  • Edit.png → Edit
  • Delete.gif → Delete
  • Document find.png → Find a document
  • Folder find.gif → Find a folder
  • Mail find.png → Find a Mail
  • Record find.png → Find a Record
  • Calendar.png → Add date
  • History.png → Add hour

Default view

By default Task Manager show in dashboard view all active task assigned to the logged user. At the top right corner there's a button called Status list to maintaining task status list and Project list to maintaining project lists.


Okm user guide 462.png


Status

Each task has assigned some status. Status list can be maintained by users with administration grants. As can observate in next screenshot each status can indicate task finished or not. For example in list which appears in next screen can observate than status called "Cancelled" or "Finished" indicates the task is not active.

Okm user guide 460.png


Projects

Each task has assigned to some project. Project lists can be maintaned by users with administration grants. In next screenshot can view a project list.


Okm user guide 461.png


Task

Create

To create a new task must click button Add.png then will be shown a form ( note that some fields are mandatory ):


Okm user guide 463.png


Then click on create button, in this screen will be able to add related documents, folders, mails or record. For do it click on seach document icon Document find.png (search folder, search mail or search record depending the case):


Okm user guide 464.png


To complete creation action, click Continue Button.


Okm user guide 465.png

Nota clasica.png On creation or edition task is send a mail notification to the users to inform that has new task assigned.


User with assigned task which are not the owners - creator - only are allowed to modify the status, the task progress or add related documents, folders, mails or registers as is shown in next screenshot:


Okm user guide 466.png


Filtering

Can filter task by assigned task or created task and by status or project. In next screenshot can view task filtered by tasks created by the user.


Okm user guide 467.png


In next screenshot can view task filtered by assigned task to the users. As can be shown delete button only appears in case user is the creater ( owner ), otherside this option is not available.


Okm user guide 468.png


There's a tooltip feature which allows to show all task data from this view when the cursor is over the subject task.


Okm user guide 469.png