Task Management Module

Transcription

1 Task Management Module Brainvire Infotech Pvt Ltd Page 1 of 27

2 Table of Contents 1. Introduction About New Links Some of our other Products Customer Support Module Installation Minimum Technical Requirements Installation Steps Getting Started Placing Module on the Page Projects Add Projects Edit Projects Delete Projects Tasks Adding Tasks to Projects Editing Tasks of Projects Deleting Tasks of Projects Sub Tasks Add Sub Tasks Edit Sub Tasks Delete Sub Tasks Independent Tasks Adding Independent Tasks Editing Independent Tasks Deleting Independent Tasks Moving Independent Tasks Module Flow Brainvire Infotech Pvt Ltd info@brainvire.com Page 2 of 27

3 5. Module Uninstallation Brainvire Infotech Pvt Ltd Page 3 of 27

4 1. Introduction 1.1. About Task Management Task Management is a tool for managing Projects, Tasks and subtasks. Using Task Management module you can create and edit Projects, Tasks and Sub Tasks. Users can also search for Projects and tasks. s are sent through SMTP configuration of the portal Some of our other Products Some of our other Products Available in Market and at our website SQL Reports Lite The module gives the end-user the ability to select the output type for a Report. Report output can be selected from any of the following types. 1-Bar Chart 2-Grid 3-Column Chart 4-Excel Business Card Business Card Module helps you create a personalized business card which a user can create and keep on his DNN site and send a colorful card through the mail. Performance Rating Performance Rating module is Employee rating tool. Using Performance Rating module employee in an organization can be rated and there rating can be managed easily Customer Support All questions related to the module usage, error reports and help requests can be send to us via: 1. us at: info@brainvire.com 2. Write us on our Site: 3. Telephone Brainvire Infotech Pvt Ltd info@brainvire.com Page 4 of 27

5 2. Module Installation 2.1. Minimum Technical Requirements In order to install the module, your DotNetNuke portal must meet the following requirements: The DotNetNuke portal must be version 7.0 & 8.0 Series. The DotNetNuke portal must be using Microsoft SQL 2008 or higher Installation Steps To install the module, login to DotNetNuke as a host. From the Host menu click Extensions button. Click on Install Extension Wizard button. In the next window click the Browse button, locate the installation file on your computer hard disk drive and then click the Next button Brainvire Infotech Pvt Ltd info@brainvire.com Page 5 of 27

6 In the next window, click the Next button. In the next window, click the Next button Brainvire Infotech Pvt Ltd Page 6 of 27

7 Confirm that you accept the license and click the Next button. After successful installation of the module, click the Return button Brainvire Infotech Pvt Ltd Page 7 of 27

8 3. Getting Started 3.1. Placing Module on the Page. Navigate to the page where you want the module to be seen. Hover over the Modules Tab which is located at the top of the page and click on Add new Modules. Find the Task Management Module from the list of modules. And Drag and Drop it on the Page Brainvire Infotech Pvt Ltd Page 8 of 27

9 3.2. Projects Add Projects Note: In order Add Project you need to login into the site. Open the Page where the module is placed. Click on the Blue Add New Project Button. Fill in the Details required and hit Save Button. Project Name Enter the Project Name. This is a Required Field. Project Description Enter Description for the project Brainvire Infotech Pvt Ltd info@brainvire.com Page 9 of 27

10 Start Date Select Start Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) End Date Select End Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) Status Select Status for the project. Assigned To Select user whom you want to assign the Project to. You can add multiple users also. Just select the user from drop down and hit Add Button. Priority Set Priority for the Project. After filling the data hit Save Button Edit Projects Note: In order Edit Project you need to login into the site. Open the Page where the module is placed. Then click on the corresponding Project. Edit icon in front of the Brainvire Infotech Pvt Ltd Page 10 of 27

11 Make the required changes and hit Save. Actual Start Date Select Actual start date for the Project. Sometimes it happens that the project gets delayed. Deferred Date Select Deferred Date. Revised End Date Select the revised End Date Brainvire Infotech Pvt Ltd Page 11 of 27

12 Delete Projects Note: In order Delete Project you need to login into the site. Open the Page where the module is placed. Then click on the corresponding Project. Delete icon in front of the Note: Projects once deleted cannot be restored Tasks Adding Tasks to Projects. Note: In order Add Tasks you need to login into the site. Open the Page where the module is placed. Then click on the corresponding Project. Add Task icon in front of the Brainvire Infotech Pvt Ltd Page 12 of 27

13 Task Name Enter Task Name. This is a required field. Estimated Hour Enter Estimated Hour for the Task. Task Type Select a Task Type. Task Status Select a Task Status. Priority Select a Priority. Start Date Select Start Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) End Date Select End Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) Status Select Status for the project Brainvire Infotech Pvt Ltd info@brainvire.com Page 13 of 27

14 Assigned To Select user whom you want to assign the Project to. You can add multiple users also. Just select the user from drop down and hit Add Button. Task Description Enter the Task Description. Task Comment Enter some comment for the Task. Task Remark Enter some remarks for the Task. Attachments Chose files for the Task Editing Tasks of Projects. Note: In order edit Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Project. View Tasks icon in front of You can see the list of Tasks that fall under that particular Project. Then click on the Task icon in front of the corresponding Task. Edit Make the required changes and hit Save Button Brainvire Infotech Pvt Ltd Page 14 of 27

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16 Deleting Tasks of Projects. Note: In order edit Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Project. View Tasks icon in front of You can see the list of Tasks that fall under that particular Project. Then click on the Task icon in front of the corresponding Task. Delete Note: Tasks once deleted cannot be restored Sub Tasks Add Sub Tasks. Note: In order Add Sub Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Project. View Tasks icon in front of Brainvire Infotech Pvt Ltd Page 16 of 27

17 You can see the list of Tasks that fall under that particular Project. Then click on the Sub Tasks icon in front of the corresponding Task. Add Fill in all the Details and Hit Submit Button Brainvire Infotech Pvt Ltd Page 17 of 27

18 Task Name Enter Task Name. This is a required field. Estimated Hour Enter Estimated Hour for the Task. Task Type Select a Task Type. Task Status Select a Task Status. Priority Select a Priority. Start Date Select Start Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) End Date Select End Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) Brainvire Infotech Pvt Ltd info@brainvire.com Page 18 of 27

19 Status Select Status for the project. Assigned To Select user whom you want to assign the Project to. You can add multiple users also. Just select the user from drop down and hit Add Button. Task Description Enter the Task Description. Task Comment Enter some comment for the Task. Task Remark Enter some remarks for the Task. Attachments Chose files for the Task Edit Sub Tasks. Note: In order Edit Sub Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Project. View Tasks icon in front of You can see the list of Tasks that fall under that particular Project. Then click on the Sub Tasks icon in front of the corresponding Task. View Brainvire Infotech Pvt Ltd Page 19 of 27

20 You get a list of Sub Tasks in the corresponding Tasks. Click on Edit Sub Task Icon. Make the Required changes and Hit Save Button Brainvire Infotech Pvt Ltd info@brainvire.com Page 20 of 27

21 Delete Sub Tasks. Note: In order Delete Sub Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Project. View Tasks icon in front of You can see the list of Tasks that fall under that particular Project. Then click on the Sub Tasks icon in front of the corresponding Task. View You get a list of Sub Tasks in the corresponding Tasks. Click on Delete Sub Task Icon. Note: Sub Tasks once deleted cannot be restored Brainvire Infotech Pvt Ltd info@brainvire.com Page 21 of 27

22 3.5. Independent Tasks Adding Independent Tasks. Note: In order Add Independent Tasks you need to login into the site. Open the Page where the module is placed. Then click on the Add Independent Task Button. Task Name Enter Task Name. This is a required field Brainvire Infotech Pvt Ltd info@brainvire.com Page 22 of 27

23 Estimated Hour Enter Estimated Hour for the Task. Task Type Select a Task Type. Task Status Select a Task Status. Priority Select a Priority. Start Date Select Start Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) End Date Select End Date for the project. (Dates are in U.S. Format i.e. MM/DD/YYYY) Status Select Status for the project. Assigned To Select user whom you want to assign the Project to. You can add multiple users also. Just select the user from drop down and hit Add Button. Task Description Enter the Task Description. Task Comment Enter some comment for the Task. Task Remark Enter some remarks for the Task. Attachments Chose files for the Task Editing Independent Tasks of Projects. Note: In order Edit Independent Tasks you need to login into the site. Open the Page where the module is placed. Then click on the the corresponding Task of the Independent Task List. Edit Tasks icon in front of Brainvire Infotech Pvt Ltd info@brainvire.com Page 23 of 27

24 Make the required changes and hit Save Button Brainvire Infotech Pvt Ltd Page 24 of 27

25 Deleting Independent Tasks of Projects. Note: In order Delete Independent Tasks you need to login into the site. Open the Page where the module is placed. Then click on the Delete Tasks icon in front of the corresponding Task in the Independent Task List. Note: Independent Tasks once deleted cannot be restored Moving Independent Tasks. Note: In order Move Independent Tasks you need to login into the site. Moving Independent Tasks from Independent List to a Project. Select the Independent Task from Independent Task List and select the project name from the dropdown below and hit Move Button Brainvire Infotech Pvt Ltd info@brainvire.com Page 25 of 27

26 4. Module Flow Step 1. When the Module is Installed let the Site Admin / Super User make all the Configuration changes. Step 2.Users can then add the Data i.e. Any Users can assign works to their Co- Workers by adding Projects, Adding Tasks to the Projects, Adding Sub Tasks to the Project o even Independent Tasks. Etc and also assigning the work or tasks to the Co- Workers. Step 3. Co-Workers can then see the assigned tasks onto their screen when they log in into the website and can also change the status when Work is Done or if Work is in Progress. Step 4. So once the Co-Workers have updated their status then the Higher Authority that has assigned them the work can see the status and can close or Delete the Project when work is done. In this way track of all ongoing Projects can be maintained. 5. Uninstalling To Uninstall the module, login to DotNetNuke Website as a host. From the Host menu click Extensions button. You can see a list of Modules installed into the site. Find the Task Management module and click the Delete icon in front of it Brainvire Infotech Pvt Ltd info@brainvire.com Page 26 of 27

27 Check the Delete Files checkbox and then Click on the Uninstall Package Button Brainvire Infotech Pvt Ltd Page 27 of 27