Using ResourceManager - Inbox Department/Group
The Inbox lists all of the tasks that have been assigned.
The function of the Inbox tab is contingent on what item is
selected in the tree control on the left side of the
screen.
If the department is chosen on the left side of the screen,
the Inbox will display all of the tasks that have been
assigned to that department.
If the group is chosen on the left side of the screen, the
Inbox will display all of the tasks that are assigned to
members of that group.
You can click on a task listed in the Inbox and the Status
and Details buttons will display as active. These are buttons
that appear in WorkflowManager as well. They are included
here to make the manager's job easier by allowing them to
access functionality found in WorkflowManager.
When you click on the Status button, you can change the
status of a task to one of the following:
- No change
- Closed
- Suspended
- Reactivated
You can also transfer a task to another department, group or
individual. In addition, you can enter the time spent on the
task.
When you click on the Details button you will see the Task
Details screen. The Task Details screen consists of three
tabs and is used for adding a new task to a project or for
viewing the details of an existing task.
- The General tab collects basic task information. The
General tab also provides for task assignment to a group,
an office-wide group, or individual. The assignment here
determines if the task appears on a specific individual's
Inbox or on the Group Inbox list. Finally, you can enter
the estimated hours, change the priority, or change the due
date.
- The Action Scheduler tab collects information on the
type of action (if any) and the timing of the action that
is associated with the task. Starting a new project,
sending an e-mail or form, or starting a software
application are just a few examples of actions for a task.
In ResourceManager you can only view what actions have been
entered in WorkflowManager.
- The Progress Notes tab allows you to enter a note and
view the notes automatically created by
WorkflowManager.
In addition, you can highlight a task on the right pane of
the screen and drag the task to another group to reassign the
task.
You can also sort a task list by "Priority." When you do, two
additional sort features are available:
- Use the drag and drop method to reposition the task in
the list to raise or lower the task's priority. The task's
priority is reassigned based upon the new position of the
task.
- Use the drag and drop method to re-sort tasks of the
same priority level. If tasks "A", "B" and "C" are all
"Normal" priority they can be sorted as "ABC, CAB, BCA,
etc. by repositioning the tasks.