Using ResourceManager - Inbox Group
The Group Inbox lists all of the tasks that have been
assigned or are available. The function of the Group Inbox
tab is contingent on what item is selected in the tree
control on the left side of the screen.
If the department or group is highlighted on the left side of
the screen, the tasks assigned to that group will be
displayed in the Group Inbox tab.
If the resource is highlighted on the left side of the
screen, the tasks available for that resource to complete
will be displayed in the Group Inbox tab. However, these
tasks have not been specifically assigned to that individual,
only the group of which the individual is a member.
If you highlight a task on the right side of the screen, the
Status and Details buttons are highlighted. You can click on
the Status button and a box will be displayed where you can
select the following items.
You can click on a task listed in the Group 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.
Introduction
Welcome to ResourceManager