Using ResourceManager - Inbox Resource
The Inbox lists all of the tasks that have been assigned
or are available. 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 a resource is chosen on the left side of the screen, the
tasks assigned to that individual will be displayed under the
Inbox tab. This gives the manager detailed information about
what tasks have been assigned specifically to that
individual.
If you highlight a task on the right side of the screen, the
Status and Detail 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 Inbox and the Status
and Detail 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 resource to reassign
the task.
Introduction
Welcome to ResourceManager