Task Management

Task Management is designed for managing, delegating and tracking the tasks in small projects. Tasks can be organized into folders (consider them Task Lists) like any other document in the system. Tasks can be easily prioritized, delegated and discussed.

There are many very good techniques for task management. While QCDocs is not designed for a specific practice, it is designed to be flexible enough to work with many popular best practice techniques.

Task Management

The task list consists of 3 major areas:

  1. The Folder List - This includes all of the folders you have access to, and the number of tasks you can see (based on your selected filters).
  2. The Task List - This is a list of all tasks in view you’re in, limited as per your filter options. The list can be sorted by any of the column by simply clicking the appropriate column header.
  3. The filter controls - Use these to manage your viewing options. Remember to press the Refresh button after changing options.
Editing the Folder List
You can add, edit folders, and change the folder structure through the Desktop Application. Managing Task Folders.

Task Management

Viewing Sorting and Filtering the Task List
By default, incomplete tasks that are assigned to you will be displayed. You can change this by changing the filtering options. Across the top of the task list are a number of filters that can be applied to the list. Simply select the options desired and press the Refresh button.

Task Management

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Task Management

In Task List, select the folder where you want to create your task. Select New Task.

  1. Fill out the appropriate fields. Subject and Notes are required, as they describe the task.
  2. You can select Tags to associate the task to Clients, Projects, Accounts or other entries in QCDocs.
  3. You can select a reminder that will send you an instant message on the selected date.
  4. The Complete drop down should reflect the completion status of the task. Leave to 0 if the task has not been statred.
  5. Tasks can be assigned to a person or team of people using the Assignee fields.
  6. Private tasks will only show up to those they are assigned to.
Assigning Tasks
You can assign a task to up to five people when creating or editing a task. When a task is assigned to them, it appears for them when they filter by “Assigned to Me”. When delegated tasks are updated, an alert is sent to the creator of the task informing them of the change.

By default, QCDocs does not assign the task to anyone. As such, it won’t show up in your own task list (“Assigned to me” Filter) when you create it. As a best practice, if you are creating tasks for yourself, be sure to add yourself to the Assignee 1 field.

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Task Management

Tasks can be edited by selecting Edit in the Task list. You can send an instant message about changes to the task by checking the Notify checkbox. After making any changes click Update to save. Only users in the assignee and notify list will be notified about changes. If you would like the Authority user to be notified add the user to the Notify list.

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Task Management

Tasks can be moved to a different folder through the Edit form. Click the Move to another folder button. In the Move form, select the folder you’d like to move the task in and select Move.

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Task Management

To simplify collaboration (especially in remote teams), each task has its own discussion forum. Within this forum, team members can discuss the task and ask questions of each other.

  1. To view a discussion, click the Discussion button for a task in the task list.
  2. A summary of the task will appear on the top of the screen and the discussion items will appear below it.
  3. You can attached a link to a document by entering the document id into the note. E.g. [[1143]] Id must be in 2 square brackets.
  4. When entering a discussion item, users are encouraged to select an enthusiasm icon that indicates how the user feels about their comment.
  5. For example, choose the Question icon if you are confused or have a question about the task.
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