tasks – introduction
The tasks module has great relevance when it comes to working with ConnectOS. Due to the tasks module it is ensured that tasks will be completed efficiently and quickly without the possibility that individual tasks won’t be finished due to being forgotten. If a client makes a request it automatically transforms into a task that will be assigned to a specific team or employee. Due to this way of handling data you maintain a great overview about individual team’s and employee’s occupancy rate, and in addition to that requests are answered and worked on quickly and efficiently.
subtitles for this video will be available soon
tasks – introduction
The tasks module has great relevance when it comes to working with ConnectOS. Due to the tasks module it is ensured that tasks will be completed efficiently and quickly without the possibility that individual tasks won’t be finished due to being forgotten. If a client makes a request it automatically transforms into a task that will be assigned to a specific team or employee. Due to this way of handling data you maintain a great overview about individual team’s and employee’s occupancy rate, and in addition to that requests are answered and worked on quickly and efficiently.
subtitles for this video will be available soon
tasks – introduction
The tasks module has great relevance when it comes to working with ConnectOS. Due to the tasks module it is ensured that tasks will be completed efficiently and quickly without the possibility that individual tasks won’t be finished due to being forgotten. If a client makes a request it automatically transforms into a task that will be assigned to a specific team or employee. Due to this way of handling data you maintain a great overview about individual team’s and employee’s occupancy rate, and in addition to that requests are answered and worked on quickly and efficiently.
subtitles for this video will be available soon
The way a task in ConnectOS is structured, is based on a very simply principle. Imagine a company consists of multiple pools. Each of these pools contains a certain amount of employees. These pools, or the people within the pool, form so called teams like for example the sales, technical, or marketing department.
If there is an order enquiry sent to the company, it automatically transforms into a task. Every task is structured in the exact same way. The basis is always built by the mandator. Clients, suppliers or interested parties are always bound to the mandator of this task. The last link of a task’s structure are multiple projects that are once again bound to clients, suppliers or interested parties. Ever tasks is assigned to a certain team within the company, which is responsible for processing this request.
These three components of a task can be considered as part of the basic settings. In ConnectOS the mandators can be found in the settings, the clients in the directory, and the teams can be found in the projects & boxes module as well as in the settings.
The way a task in ConnectOS is structured, is based on a very simply principle. Imagine a company consists of multiple pools. Each of these pools contains a certain amount of employees. These pools, or the people within the pool, form so called teams like for example the sales, technical, or marketing department.
If there is an order enquiry sent to the company, it automatically transforms into a task. Every task is structured in the exact same way. The basis is always built by the mandator. Clients, suppliers or interested parties are always bound to the mandator of this task. The last link of a task’s structure are multiple projects that are once again bound to clients, suppliers or interested parties. Ever tasks is assigned to a certain team within the company, which is responsible for processing this request.
These three components of a task can be considered as part of the basic settings. In ConnectOS the mandators can be found in the settings, the clients in the directory, and the teams can be found in the projects & boxes module as well as in the settings.
The way a task in ConnectOS is structured, is based on a very simply principle. Imagine a company consists of multiple pools. Each of these pools contains a certain amount of employees. These pools, or the people within the pool, form so called teams like for example the sales, technical, or marketing department.
If there is an order enquiry sent to the company, it automatically transforms into a task. Every task is structured in the exact same way. The basis is always built by the mandator. Clients, suppliers or interested parties are always bound to the mandator of this task. The last link of a task’s structure are multiple projects that are once again bound to clients, suppliers or interested parties. Ever tasks is assigned to a certain team within the company, which is responsible for processing this request.
These three components of a task can be considered as part of the basic settings. In ConnectOS the mandators can be found in the settings, the clients in the directory, and the teams can be found in the projects & boxes module as well as in the settings.
1.
1.creating a task
[admin view]
The tasks module can be found in the left menu bar. In order to create a new task, click in the top right corner. The window that is opened provides a lot of options that have to be set for the individual tasks, like the mandator, the client, and the team or employee that is responsible for this task. In addition to that a title as well as a description of the request have to be added. Of course it is possible to include an appendix. When clicking on ADDITIONAL OPTIONS it is possible to define when the task has to be finished, if it has to be reviewed after being completed and if it should be rewarded with ConnectOS points.
Of course it is possible that the process of creating a new task is automized to a high degree due to our integrated workflow system. In this post we only consider the manual way of creating a task, but if you are interested, our website provides a lot of information about our workflow system as well.
2.
2. task options – in detail
[admin view]
When taking a closer look at the available setting for creating a new task, some of the options may seem a little vague and not as self explanatory like the title or the client setting. It is possible to define the level of urgency to work on a particular task at the priority option, or to define about how much time should be spent working on a task. Under participants it is possible to define which team or employee is working on that particular task as well as manually defining a person responsible in addition to the existing administrator. Under EXTENDED OPTIONS the option called deadline can be found. Here you can directly logg the deadline in the calendar.
3.
3. receiving a task
[employee view]
When an employee gets assigned a task, they automatically get notified by receiving a message in their inbox. They have instant insight into the task directly from their inbox. Of course it is also possible to view the task directly in the tasks module that can be found in the left menu bar. When you open the task module you are created with an overview of all the tasks assigned to you, sorted by priority. Of course you have insight into all the other important options like how much time you have already spent working on that task, the mandator, the client and the project or the person responsible as well. By simply clicking on a task you receive insight into additional information like the description and the appendix.
4.
4. starting, closing and booking a task
[employee view]
When you want to start working on a task simply click the play button on the right side of the particular task. If there hasn’t been set a person responsible yet and the start button is clicked, it will be additionally asked if it is okay for the person starting the task to become the person responsible. If the question is approved, the task gets started and turns into and the CLOCK OUT Button turns into TASK ACTIVE. So it is signalized that someone is currently working on that task. If the task that is currently worked on should be closed, you simply have to click . This action automatically leads you to the book task option, where it can be written down what’s been worked on in between activating and deactivating the task.
After deactivating a task you can take a look at the task overview. By the green bar underneath the title of the individual tasks it is signalized how much time of the given time has been used yet.
5.
5. insight into bookings
[admin view]
If an employee has booked work on a task, it can be reviewed by the administrator and the person responsible when opening the category BOOKINGS in the submenu of that particular task. Not only do they have insight into the booked activities but are also informed about the exact timespan in which this task was activated and who has booked work on the that task.
6.
6. all data just a click away
[admin & employee view]
Something very unique about ConnectOS’ task module is that all information that has something to do with this task can be found collected at one place. If a task is opened you instantly have insight in who the mandator and the client is and what project this task is connected with. The instruction and the appendix can be viewed at one glance as well. Due to the menu bar on top of the task window you can quickly switch between the menu categories INFO, BOOKINGS and SUBSEQUENT BOOKINGS. In addition to that it is possible to review the whole message history in relation to this task by simply opening the category MESSAGES.
The settings that have been defined when a task was created are not definite. They can always be changed and not only the administrator has authority to do so. Employees have the opportunity to request changes of the task settings like an extension of the given time or a change in priority. This can easily be done by simply clicking . Not only can you request changes of the task settings, due to the options in the submenu you can also send messages and e-mails or add a note to the task.
7.
7. completing and reviewing a task
[admin & employee view]
If the option requires review was ticked when the task was created (see step one and two) the administrator receives a message when the employee has completed the task. So the administrator knows that they now can review the task. After completing the review they can decide between two options – the option NO, SOMETHING ISN’T ALRIGHT YET or the option YES, THIS TASK IS COMPLETED. If the option NO is selected, a text box where you can write down the change request automatically pops up and is then sent to the employee. If the option YES is selected, the task is finally closed and automatically disappears from the task overview of the responsible employees.
1.
1.creating a task
[admin view]
The tasks module can be found in the left menu bar. In order to create a new task, click in the top right corner. The window that is opened provides a lot of options that have to be set for the individual tasks, like the mandator, the client, and the team or employee that is responsible for this task. In addition to that a title as well as a description of the request have to be added. Of course it is possible to include an appendix. When clicking on ADDITIONAL OPTIONS it is possible to define when the task has to be finished, if it has to be reviewed after being completed and if it should be rewarded with ConnectOS points.
Of course it is possible that the process of creating a new task is automized to a high degree due to our integrated workflow system. In this post we only consider the manual way of creating a task, but if you are interested, our website provides a lot of information about our workflow system as well.
2.
2. task options – in detail
[admin view]
When taking a closer look at the available setting for creating a new task, some of the options may seem a little vague and not as self explanatory like the title or the client setting. It is possible to define the level of urgency to work on a particular task at the priority option, or to define about how much time should be spent working on a task. Under participants it is possible to define which team or employee is working on that particular task as well as manually defining a person responsible in addition to the existing administrator. Under EXTENDED OPTIONS the option called deadline can be found. Here you can directly logg the deadline in the calendar.
3.
3. receiving a task
[employee view]
When an employee gets assigned a task, they automatically get notified by receiving a message in their inbox. They have instant insight into the task directly from their inbox. Of course it is also possible to view the task directly in the tasks module that can be found in the left menu bar. When you open the task module you are created with an overview of all the tasks assigned to you, sorted by priority. Of course you have insight into all the other important options like how much time you have already spent working on that task, the mandator, the client and the project or the person responsible as well. By simply clicking on a task you receive insight into additional information like the description and the appendix.
4.
4. starting, closing and booking a task
[employee view]
When you want to start working on a task simply click the play button on the right side of the particular task. If there hasn’t been set a person responsible yet and the start button is clicked, it will be additionally asked if it is okay for the person starting the task to become the person responsible. If the question is approved, the task gets started and turns into and the CLOCK OUT Button turns into TASK ACTIVE. So it is signalized that someone is currently working on that task. If the task that is currently worked on should be closed, you simply have to click . This action automatically leads you to the book task option, where it can be written down what’s been worked on in between activating and deactivating the task.
After deactivating a task you can take a look at the task overview. By the green bar underneath the title of the individual tasks it is signalized how much time of the given time has been used yet.
5.
5. insight into bookings
[admin view]
If an employee has booked work on a task, it can be reviewed by the administrator and the person responsible when opening the category BOOKINGS in the submenu of that particular task. Not only do they have insight into the booked activities but are also informed about the exact timespan in which this task was activated and who has booked work on the that task.
6.
6. all data just a click away
[admin & employee view]
Something very unique about ConnectOS’ task module is that all information that has something to do with this task can be found collected at one place. If a task is opened you instantly have insight in who the mandator and the client is and what project this task is connected with. The instruction and the appendix can be viewed at one glance as well. Due to the menu bar on top of the task window you can quickly switch between the menu categories INFO, BOOKINGS and SUBSEQUENT BOOKINGS. In addition to that it is possible to review the whole message history in relation to this task by simply opening the category MESSAGES.
The settings that have been defined when a task was created are not definite. They can always be changed and not only the administrator has authority to do so. Employees have the opportunity to request changes of the task settings like an extension of the given time or a change in priority. This can easily be done by simply clicking . Not only can you request changes of the task settings, due to the options in the submenu you can also send messages and e-mails or add a note to the task.
7.
7. completing and reviewing a task
[admin & employee view]
If the option requires review was ticked when the task was created (see step one and two) the administrator receives a message when the employee has completed the task. So the administrator knows that they now can review the task. After completing the review they can decide between two options – the option NO, SOMETHING ISN’T ALRIGHT YET or the option YES, THIS TASK IS COMPLETED. If the option NO is selected, a text box where you can write down the change request automatically pops up and is then sent to the employee. If the option YES is selected, the task is finally closed and automatically disappears from the task overview of the responsible employees.
1.creating a task
[admin view]
The tasks module can be found in the left menu bar. In order to create a new task, click in the top right corner. The window that is opened provides a lot of options that have to be set for the individual tasks, like the mandator, the client, and the team or employee that is responsible for this task. In addition to that a title as well as a description of the request have to be added. Of course it is possible to include an appendix. When clicking on ADDITIONAL OPTIONS it is possible to define when the task has to be finished, if it has to be reviewed after being completed and if it should be rewarded with ConnectOS points.
Of course it is possible that the process of creating a new task is automized to a high degree due to our integrated workflow system. In this post we only consider the manual way of creating a task, but if you are interested, our website provides a lot of information about our workflow system as well.
1.
2.
2. task options – in detail
[admin view]
When taking a closer look at the available setting for creating a new task, some of the options may seem a little vague and not as self explanatory like the title or the client setting. It is possible to define the level of urgency to work on a particular task at the priority option, or to define about how much time should be spent working on a task. Under participants it is possible to define which team or employee is working on that particular task as well as manually defining a person responsible in addition to the existing administrator. Under EXTENDED OPTIONS the option called deadline can be found. Here you can directly logg the deadline in the calendar.
3. receiving a task
[employee view]
When an employee gets assigned a task, they automatically get notified by receiving a message in their inbox. They have instant insight into the task directly from their inbox. Of course it is also possible to view the task directly in the tasks module that can be found in the left menu bar. When you open the task module you are created with an overview of all the tasks assigned to you, sorted by priority. Of course you have insight into all the other important options like how much time you have already spent working on that task, the mandator, the client and the project or the person responsible as well. By simply clicking on a task you receive insight into additional information like the description and the appendix.
3.
4.
4. starting, closing and booking a task
[employee view]
When you want to start working on a task simply click the play button on the right side of the particular task. If there hasn’t been set a person responsible yet and the start button is clicked, it will be additionally asked if it is okay for the person starting the task to become the person responsible. If the question is approved, the task gets started and turns into and the CLOCK OUT Button turns into TASK ACTIVE. So it is signalized that someone is currently working on that task. If the task that is currently worked on should be closed, you simply have to click . This action automatically leads you to the book task option, where it can be written down what’s been worked on in between activating and deactivating the task.
After deactivating a task you can take a look at the task overview. By the green bar underneath the title of the individual tasks it is signalized how much time of the given time has been used yet.
5. insight into bookings
[admin view]
If an employee has booked work on a task, it can be reviewed by the administrator and the person responsible when opening the category BOOKINGS in the submenu of that particular task. Not only do they have insight into the booked activities but are also informed about the exact timespan in which this task was activated and who has booked work on the that task.
5.
6.
6. all data just a click away
[admin & employee view]
Something very unique about ConnectOS’ task module is that all information that has something to do with this task can be found collected at one place. If a task is opened you instantly have insight in who the mandator and the client is and what project this task is connected with. The instruction and the appendix can be viewed at one glance as well. Due to the menu bar on top of the task window you can quickly switch between the menu categories INFO, BOOKINGS and SUBSEQUENT BOOKINGS. In addition to that it is possible to review the whole message history in relation to this task by simply opening the category MESSAGES.
The settings that have been defined when a task was created are not definite. They can always be changed and not only the administrator has authority to do so. Employees have the opportunity to request changes of the task settings like an extension of the given time or a change in priority. This can easily be done by simply clicking . Not only can you request changes of the task settings, due to the options in the submenu you can also send messages and e-mails or add a note to the task.
7. completing and reviewing a task
[admin & employee view]
If the option requires review was ticked when the task was created (see step one and two) the administrator receives a message when the employee has completed the task. So the administrator knows that they now can review the task. After completing the review they can decide between two options – the option NO, SOMETHING ISN’T ALRIGHT YET or the option YES, THIS TASK IS COMPLETED. If the option NO is selected, a text box where you can write down the change request automatically pops up and is then sent to the employee. If the option YES is selected, the task is finally closed and automatically disappears from the task overview of the responsible employees.
7.