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Task management and control

Task Manager

The TASSTA Task Manager is a universal issue tracking tool available in T.Rodon. It is designed to manage issues in accordance with the company needs. In TASSTA terms, an issue means any kind of tracker you can think of: task, invoice, order, service, feedback, customer, item, hardware and so on.

Data exchange between the Task Manager server and the client uses the HTTPS protocol, which makes communication more reliable and secure.

T.Rodon provides issue tracking and management capabilities in the Task Manager plugin view. To open it, click the Task Manager button in the right pane toolbar.

Notable features:

  • Automated issue processing algorithms with real-time issue statuses
  • Flexible issue tracking
  • Extensible issue tracker types
  • Extensible issue statuses
  • Issue priorities: 5 colored levels
  • Issue progress bar (0–100%)
  • Issue assignment
  • Common issue details (subject, description, time, date)
  • Time tracking functionality
  • Custom fields for issues
  • Issue attachments (such as documents and images)

For example, you can select "Order" as the issue tracker. When an order is received, the operator creates an issue and assigns it to any mobile user in the list with the order status set to New. When the order is closed, a mobile user (driver or courier) sets the status to Done.

Note:

If the administrator changes the Task Manager project in T.Commander, you will not be able to view issues from the previous project.

Creating and editing issues

To create a new issue, click the Create issue button at the bottom. In the dialog box that opens, specify the following:

  • Subject
  • Description
  • Status
    New is the default initial status
  • Priority
    Normal is the default priority
  • Done ratio
    Approximate issue completion percentage
  • Tracker
    Pick the most suitable type of tracker
  • Assignee
    A team or user from the list
  • Attachments
    Any file related to issue, such as an invoice or image; the file size should not exceed 10MB

Click the Save issue button to finish creating the issue.

To assign the issue to a user, select the user from the user list and click the Assign user button or simply double-click the user. The selected user automatically receives a notification about the assigned issue.

All issues have a History field where the user can see the history of edits for the issue (change of subject, status, attachments, assignee, tracker with date, time and name of the user who made changes).

Open any attached file from the History field simply by clicking it.

Assign tasks to a team by selecting the team from the panel on the right.

To create a team:

  1. Expand the Teams rollout.
  2. Click Create.
  3. Select users for the team.
  4. Specify a name for the team.
  5. Click Save.

To edit an issue, select the issue from the list and click the Edit issue button. Alternatively, simply double-click the issue. To apply your changes, click the Save issue button. Any issue update generates a notification in T.Rodon.

Importing and exporting issues

You can export available issues for further processing. Importing issues lets you to create new issues or update existing ones. Use the Import CSV or Export CSV buttons for these purposes.

If you want to delete all existing issues and replace them with the issues in an external CSV file, click Replace all from CSV and select the CSV file for import.

Issue filters

To filter the issues, expand the Issue filter area. Use the drop-down menu and the Add button (with a plus icon) on the right to add the parameters you want to filter by, and provide values for them. You can combine as many parameters as necessary – this will have the effect of composing an AND expression.

To remove all filters, click the Reset filters button at the bottom.

Automatic status update by QR code or NFC tag

Each issue has a unique ID. This ID can be encoded in a QR code or NFC tag so that mobile users can use T.Flex to automate closing of issues. To use this feature, make sure the QR code or NFC tag has the following structure:

{"type":"EMC","tag":"TASK_ID"}

– or –

{"type":"EMC","subject":"SUBJECT_NAME"}