Sequential tasks

Screen Shot 2016-03-16 at 09.45.41If you are overwhelmed and want to follow your deliverables like in our example, you’ve come to the right place! Collabox has integrated a workflow system ( workflow ) to help you. So you can maximize and prioritize the right tasks. (It can also you  free up a few minutes to distract yourself with funny videos .) Our team of programmers worked hard to bring  point our workflow  family. Let me explain. In Collabox, the workflow works using parent and child tasks. All parent tasks must be completed before you can initiate the associated child task. This makes it possible to warn the people responsible for child tasks at the right time.

How to create a sequential task template

First of all, it is necessary to configure a template of sequential tasks. To do this, just click on “Sequential task template” in the left bar under the “Tasks” section.

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This page shows you all the templates you have created. In this page you can also modify  an existing template by clicking on its name or creating a new one. To do this, you must click on “Add a template of sequential tasks”.

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The next step in creating a sequential task template is to give it a name and put it in the designated place. Once this is set, you can click on the “Steps” tab to add the tasks to the template.

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Once in the “Steps” tab, you will see the template tasks or it will be empty.

Once you have mastered creating the sequential task template, the next step is to add tasks or appointments to this template. There are just a few clicks left and your workflow will be on foot.

To add a new task

If it is a new template, you must first add new tasks to it by clicking on “Add a task”.
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When creating a new task, complete the form on the screen by filling in the fields. Here is some additional information about the form titles.

Parent type  : It can be a task or an appointment. You therefore define the type of step.
Parent step  : This drop-down menu allows you to choose the parent of the step you are creating. In the example below, the child task is “Put the worm on the hook” and the parent task is “Catch the fish”. Thus, you must complete the child task before you can perform the parent task.
Title  : What name do you want to give to  your task or your appointment?
Expected time  : How much time do you want to devote to this task?
Interval  : Time  between the end of the parent task and the start of the child task.
Display cushion  : Period of time  before the task appears in the to-do list.

Description : This space allows you to write  more precise information about the task at hand. This way you can be sure that your employees understand the job at hand. 
Get approved by  : It is possible to designate a person responsible for validating that the task has been carried out.
Priority  : This box is used to determine the  level of importance of the task. You enter the number you want, but keep in mind that the higher the number, the more the task will be.  important.
Family : Group, by color, similar tasks. For example, you can to put  in pink everything related to accounting.

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To facilitate your understanding of the relationship between parent and child tasks, we have chosen the example below including the steps to follow to make a potion of the  client Merlin the Enchanter. Child tasks are linked to their parent by a small hook. Both kinds of tasks can be started simultaneously, but parent tasks still need to be completed  before finalizing the child tasks. So if more than one employee is taking care of child tasks and one of them hasn’t finished, it can slow down all the work to be done. Indeed, in this situation, it will be impossible to finish the child task as long as the parent tasks are not complete.  
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