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Task Manager Tool



The Task Manager is a project management tool that was developed to assist our clients with creating, managing and assigning the tasks to the users(team members), with an ability to change the status of the tasks and setting up the due dates, estimated hours, work hours, priority and more. The tool includes the custom task templates such as pre-designed with pre-set checklists or creating from scratch to fit your needs, and the custom checklists to make the creation of the tasks fast and productive.

The available features of the Task Manager Tool are:
  • Tasks
  • Task Templates
  • Checklist Templates

The tasks are broken down into the tabs of statuses:
  • All Tasks - for all statuses
  • Open - for the task list with open status
  • Completed - for the task list which are completed
  • Cancelled - for the tasks that are cancelled
The Task Templates are broken down into:
  • System Templates - custom pre-designed with ready to use checklists
  • My Templates - custom templates designed by user


Task Manager Tool

Campaigns > Task Manger

 


Task List and Statuses

 
Task List - All Tasks

All Tasks tab has a list of tasks of all statuses: Open, Complete and Canceled. The table of list of tasks includes:
Status - a checkbox(circle) with an ability to mark the task as complete or incomplete right in the table.
- a unique task number created by the system, which can be useful at sorting latest to newest or vice verse.
Priority - a priority is displayed as a bar in the table as High(red), Medium(orange) or Low(yellow) depending on the priority number set in the task details from 1-10.
View Details - a button that displays a task title, description and a checklist (if any available).
Name - the name of the task with a link to Edit the task. Under the task name the "Assigned to:" with a name of the user the task assigned to.
Campaign - the name of the campaign if the task assigned to any campaign
Task Completion - displays a completion bar (only for the tasks with the checklist) with a percent of completed check list items. 
Due Date - displays a due date set for the task. The passed due date is colored in red, today's colored in orange and future task's due date is colored in black.
Action - the column includes three icons: Gear to Editing a task, Copy to Duplicate the task and X to Delete the task.

Task Manger Tool - All Tasks
Task List - Open
Open Tab is a list of tasks which are not completed in the table with the same properties as the All Tasks Tab: Status, #, Priority, Details, Name, Campaign, Due Date and Action, where the tasks can be Edited, Duplicated or Deleted as well as their status can be change to Complete.
This Tab is for the user to be able to view the tasks that are to be worked on.

Task Manger Tool - All Tasks
Task List - Complete
Completed Tab is the list of tasks whos status is checked to be Completed from the table of from the task details page. The properties of the table is the same as for the previous Tabs with an ability to change the status of the task back to Open (incomplete).

Task Manger Tool - All Tasks
Task List - Cancelled
The Cancelled tasks can be tracked, Edited, Duplicated and Deleted but can not change their status from the table. In order to change the status of the task the Edit mode has to be accessed by either clicking on the Gear or on the name of the task in the task list table.

Task Manger Tool - All Tasks

How to Add Tasks

 
There are four ways to add a task: 
  • New Task - with no prepopulated fields: From the Task Manager > Tasks by clicking Task Manager - Add Task Button  button on the top right corner
  • From Template - existing template added as a task: From Task Manager > Tasks by selecting the Task template form the list and then clicking Task Manager - Add Task Button button on the top right corner

    Task Manager Add Task from Template
  • From Template - existing template added as a task: From Task Manager > Task Templates by clicking on Task Manager Add Task from Template button next to the desired template

    Task Manager Add Task from Template
  • From Template - existing templates set in some parts of the user interphase. For example: Campaign > General Settings click on the Task Manager Add Task from Template icon on the top right corner, which will open a Task Details page with the SEO Foundation custom Template prepopulated fields and checklist that matches the requirements for a new site SEO activities.

    Task Manager Add Task from Template

Task Details Page

 
Adding a Task
After clicking Add Task button from the Task Manager > Tasks List page the Task Detail page the following sections:
  • Task Details
    • Task Name - Required
    • Task Status: Open, Complete or Canceled. By default the task Status is Open. Note: the only way to Cancel the task is by changing the status from this select field.
    • Details - fill details of the task can be written in this text editor or copied and pasted from another text editor
    • Campaign - Select from the list of available campaigns of the account
    • Keywords/Tags - The tags can be set to enable user to search by tags in the Task List page
    • Task Priority - High(7-10), Medium(5-6) and Low(1-4)
    • Estimated Time (Hours) - The estimated time set for the task. The accepted input is a whole number for hours or a number with 2 decimal points for hours and minutes.
    • Time Took (Hours) - The actual time took to complete the task
    • Due Date - a calendar picker to set the Due Date
    • Save button - enable to save as soon as the details are entered.
    • Back button - takes the user back to the Task list. If changes are made and not saved the Back button will trigger a popup with a warning. You can press Yes to discard the changes and go back to the Task List or click Cancel to stay on the Task Details page and Save changes.
  • Checklist
    • Add Item - can add item by item to create a new custom list. Once the Add Item button is pressed a new item will display with a field for the name of the item. The checklist item can be completed in this window as well as the order of the item can be changed by clicking and dragging the item in the list.

      Task Manger Tool - Add Checklist Items
    • Import from the existing Checklist Templates - Select from the list of existing Checklist Templates and click Import button

      Task Manger Tool - Checklist Import

    • Export - a feature which enables a user to create a Checklist template from the created list in this task. Note: the checklist must have at least one or more items in the list and the Export name can not be the same as the already existing Checklist Templates.
      One the checklist is exported a new checklist will be listed in the Task Manager > Checklist Templates List table.

      Task Manger Tool - Checklist Export

  • Assigned User(s) - the task can be assigned to one or more users. If no assignee selected, the task will be assigned to the user who created a task.

Task Manger Tool - Task Details

Task Templates

 
Task Templates can be accessed from the navigation bar under Task Manager section. The templates are broken down into two types: System Templates and My Templates.

System Templates
The System Templates are custom pre-designed templates with common basic checklist suitable for the task. These pre-designed templates are to make the creation of the common tasks easier and faster. The System templates can not be edited but can be changed in a process of adding them as a task.

To make sure that the task matches your requirements simply click on the View Details button to view the task title, description and checklist (if any available). 
To create a new task from the template click on the icon of a page with a +, which will trigger a popup of a Task Details page with already populate fields from the selected template, then Save once the changes are made. 

Task Manger Tool - All Tasks
My Templates
My Templates is a list of templates created by the user by clicking Add Template or by Duplicating from user's existing template. The feature is for the user to create a commonly used tasks and save them as templates for future use.

Task Manger Tool - All Tasks

How to add Task Templates and Template Details

 
Adding New Template
The new template can be added by clicking on Task Manager Add Task from Template button from Task Manager > Templates in the navigation menu. The Template Details page will open with the following details:
  • Template Name
  • Description
  • Keyword/Tag
  • Estimated Time (Hours)
  • Priority
  • Checklist

Task Manger Tool - All Tasks

Checklist Templates

 
Checklist Templates
The Checklist templates can be accessed from the navigation bar under Task Manager section. The Checklist template is for the user to have a common list of items already predefined in order to use in the task. This predefined list of items saves time in creating new or editing existing tasks.

The Checklist template can be Edited or Deleted.
To Edit an existing Checklist Template simply click on the Template Name or on the Gear under the Action column.
To Delete the existing template click on the X under the Action column of the Checklist Templates List table.

Task Manger Tool - All Tasks

How to add Checklist Templates and Checklist Details

 
There are two ways to create a Checklist Template: 
  • By clicking on Task Manager Add Task from Template button on the top right of the Task Manger > Checklist Templates List page. The Checklist Template Details page will open where Template name and Checklist Items have to populated.            
    Task Manger Tool - checklist details
  • By clicking on Export button in the Task Details page.

    Task Manger Tool - checklist export