MERCATOR TASK MASTER TASK MANAGEMENT SCREENS:- LOGIN SCREEN:- APP LAYOUTS:-

Transcription

1 MERCATOR TASK MASTER TASK MANAGEMENT SCREENS:- LOGIN SCREEN:- APP LAYOUTS:-

2 This is Navigation bar where you have 5 Menus and App Name. This Section I will discuss in brief in the Navigation Bar Section. This is the Content Area Your Pages and All the forms And actions will be done here at the content area This is App Sidebar Where you have access to the menus and options of the apps. LEFT-SIDEBAR APP MENU:-

3 Sidebar App menu has Four Menus with Refresh button and Also has Search bar where you can search The Menu Names As you can see in the picture. 1. Task 2. Files 3. Users 4. Export To Excel Note: Export To Excel Is Menu Button It Opens A Dialog Box of Export To Excel Dialog. TOP MENU OR APP NAVIGATION BAR:-

4 This is add icon On click of this Dropdown Will Appear Something Like This --- On clicking of this menu notifications popup shows same as Facebook s notification bar The Notification popup will be something like this --- This is profile menu on clicking of this some options comes like change pic change password view profile and sign out buttons. The Profile Dropdown menu Appear Like this:---

5 This is the App Name

6 Home Page:- Home page Contains Two Main Panels 1. Task for Me (means You Got Task from Other Users). 2. Task Given to Others means (Task Assigned by You to Other Users). Both of the Panels We Will Discuss Next.

7 Task for Me Panel:- This panel shows the records of task assigned to you The Records headers are SUBJECT DUE DATE ASSIGNED BY STATUS & ACTION SUBJECT: - Display s Task Name and It is link also for viewing the Task in Details. DUE DATE: - Display s Task Due Date. ASSIGNED BY: - It Shows Who Assigned Task to you. STATUS: - Shows what the status of The Task Assigned to you It can be Not Accepted, In Progress and Completed Actions: - Here You Will Get Options Like Accept Complete Task Buttons. (Note: - Complete Task Button Will Appear Once You Accept the Task).

8 Task Given To Others Panel:- This Panel is where user can see the task assigned to other users and the headers are SUBJECT, DUE DATE, ASSIGNED TO & STATUS. SUBJECT DUE DATE: - It displays the task subject with due date. ASSIGNED_TO: - It is where Task assigned to other Users with Their names and link to their Profile page. STATUS: - It Displays Status of the task It is accepted or not By Showing NOT ACCEPTED, OR IN PROGRESS & COMPLETED.

9 Task Page:- Task Page is where you will get the records of all the tasks created by you (means assigned by you to other users vice versa). Task Page has also the facility of Complete Task which is for task type SELF (Note: You ll get to know what task type in task creation process).

10 Task Creation Process:- There are 2 ways to create task 1. From navigation bar 2. From Task Page By Clicking on the Add Task Button. Both will load the task creation form or we can say task assigning form In this form you have to select task type There are 3 task types SINGLE, MULTIPLE, SELF Single-type means only one user can be selected. Multiple means multiple users can be selected. Self-type means assigning task to you. Subject priority and task type is compulsory

11 AFTER CREATION OF TASK :- The Next Process is Task Accepting and Doing the Task and Last Process is To Complete The Task Before Due Date. So there are 2 ways to accept task 1. From home page 2. Or From View inside the task to view task click on any of the task subject. Screen for Detailed Task or View Task

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13 3. Next Step is to accept Task by Clicking on Accept Button Which is in Blue Color. 4. It will show you Accepting. 5. After Accepting the Records are refreshed 6. In Home Page You will get To See Complete Task Button Only 7. Where In Task Detail Page You Will get See the Many Option Along With Complete Task Button below is the screenshot 8. The Note Will allow you to add notes to the task before completing as well as some comments to the task 9. One major feature is attaching files to the task it will load the upload form with some more feature below are the screens that will guide you to attach files to the task.

14 This is the screen with no attachments only form in the next screen you will see different options.

15 In this screen you get a form to upload files as well as below are the list of files you upload to the server Note: - files uploaded not attached to this task.

16 To Attach Files to this task you have to select the files you can select multiple files at once and click on the ATTACH FILES TO THIS TASK Button and it will attach files to the task. 10. After All done then you can click on complete task button it will process all and completes your task you can complete from the detailed task page or from home page you have complete task button which is green in color.

17 FILE AREA PAGE:- File Area Page is where you can upload your files to the task app server and access it anywhere on the cloud and you can download and upload only certain file type extension are.pdf.xls.xlsx.docx.doc.ppt.pptx.zip.rar.csv.png.jpeg.jpg.gif.txt etc. File size is limited only 8 mega-bytes of file To Upload File you can go to the right corner of the page where you can see New File Button Once You Uploaded the files later you can to any task just you have to click on attach files and select the files and click on attach files to this task it will attach you don t need to upload it again

18 IMPORTANT NOTES:- Once Task is completed you cannot add any files, notes or comments to that task so be careful before completing the task Once You Uploaded the File and Attached to any task you cannot delete the file.