3.0 Task Manager
3.1 Add New Task
Figure 3.1.0 below shows the way to Add New Task page :
Figure 3.1.0This operation is for admin to create new task.
Figure 3.1.1 below shows Add New Task page :
Figure 3.1.1
Figure 3.1.2
Based on Figure 3.1.2, to create a new task admin need to :
- enter Task Name
- enter Task Description
- add Task Tag
- click on Assign To column a dropdown with Sale Members will appear, admin can choose sale member(s) to be assigned to
- set Task Due Date
- click Insert New Task button
Figure 3.1.3 shows an example :
Figure 3.1.3The task created will appear in All Task.
3.2 All Task
All task created by admin will be displayed here.
Figure 3.2.0 below shows the way to All Task page :
Figure 3.2.0Figure 3.2.1 below shows All Task main page :
Figure 3.2.1If admin clicks on Task Name, they can see the full details of that task
For example admin click on “test1” as shown in Figure 3.2.2:
Figure 3.2.2The task details for “test1” will appear as shown in Figure 3.2.3 :
Figure 3.2.3Based on Figure 3.2.4, admin is allowed to update task description, due date, and assigned to.
Figure 3.2.4If admin wish to update task description, they can edit the existing description and click Update button as highlighted in Figure 3.2.5 :
Figure 3.2.5Figure 3.2.6 shows that admin are able to add task tags by entering tag(s) and clicking on Add New Tag :
Figure 3.2.6Existing task tag can also be removed by admin just by clicking (x) symbol highlighted in Figure 3.2.7 :
Figure 3.2.7The step to remove assigned members is same as removing task tags.
Admin can delete the task by clicking Delete Task button highlighted in Figure 3.2.8 :
Figure 3.2.8Deleted task will be removed from All Task list.
3.3 Search Task
Search Task is a page for admin to directly search task by task tag, task description or task name.
Figure 3.3.0 below shows the way to Search Task page :
Figure 3.3.0Figure 3.3.1 shows the main page for Search Task :
Figure 3.3.1Figure 3.3.2 shows admin are able to search task by task tag, name or description :
Figure 3.3.2For example admin wants to search task by task name, based on Figure 3.3.3 are the steps :
Figure 3.3.3- enter task name in the search bar
- click on Search By button, a dropdown will appear
- click on Name option from dropdown list
Figure 3.3.4 is the search result :
Figure 3.3.4If admin clicks on task name as highlighted in Figure 3.3.5, admin can see the full details of the task :
Figure 3.3.5Figure 3.3.6 shows the task detail for test1 :
Figure 3.3.6Based on Figure 3.3.6, admin are able to edit/update task name, task description, due date, add new element, delete task, update assigned to members, and add task tag.
Figure 3.3.7 shows Add New Element button :
Figure 3.3.7If admin clicks on Add New Element button, an Edit Task page will appear like in Figure 3.3.8 :
Figure 3.3.8Based on Figure 5.3.8, admin are allowed to Add New assign User, Add New Tag and Update Description.
Figure 3.3.9 below shows an example if admin update all 3 details. Admin have to click each respective buttons to save the new details inserted :
Figure 3.3.9After finish adding new details, admin can click (x) symbol positioned on top right of the Edit Task page to exit Edit task page shown in Figure 3.3.10 :
Figure 3.3.10The new details can be seen added on the current task as shown in Figure 3.3.11 :
Figure 3.3.11Steps to remove details added from Add New Elements same as removing task tag.