Catégories

Tasks

Task management is an essential element in the operations of an organization.

It has been one of the TOP specialties of Collabox for over 22 years.

Our fad: CLIENTS – PROJECTS – TASKS!

 

Gantt chart

By Calendar, Digital transformation, New arrivals, Tasks

Tracking an organization’s projects and tasks sometimes requires the use of a Gantt chart. Collabox has added this functionality to its ERP system.

What is a Gantt chart

It is a visual graphic tool that highlights the start and end dates of the project. Thus, at a glance, the manager can see the progress of his projects in real time according to the planned deadlines. He can then identify the tasks to be carried out in order to accomplish his project in the allotted time.

Schedule and timelines

When you are subscribed to the Gantt chart and want to see your schedules, first go to the main “Calendar” menu at the top of the page.

Location of the Calendar module in the Collabox main menu.

Then select the “Project” tab.

This image shows the location of the Project tab in the calendar.

Choose the period, the project manager and the desired employee. Then click on the “ok” button.

This image shows the search options for the Gantt chart. You can choose the start and end dates of the project, the name of the project manager and the name of the assigned employee.

Then you will see the list of projects according to the chosen criteria. Horizontal bands are visible and show the progress of the project according to the deadlines.

Here is an example of a Gantt chart where you can see the due dates of the different projects that are displayed.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Report by tasks

By Digital transformation, Reports, Tasks

Do you use the task functions in your Collabox? If so, you will benefit from using the task report as well. The latter quickly shows you the number of hours worked per task per employee. See how to use this feature properly.

After creating tasks, along with an approximate or actual number of hours for their completion, your employees choose them when entering their timesheets. They indicate their percentage of completion and Collabox takes care of the rest!

Preliminary verification

First of all, when creating a task, don’t forget to enter the expected time for the task, if necessary. The report can thus indicate time overruns. This sometimes avoids unpleasant surprises.

Then, make sure to tell your employees to select the task they are working on when they enter their timesheet. They must also indicate the percentage of completion of the task.

Create a report by tasks

To create a report by tasks, first go to the main menu “Reports”.

Image showing the main menu of Collabox. The cursor points to the Reports function.

Then select “Tasks” from the left-hand menu.

There are several options for customizing the report. Choose the desired interval and make client, project, department or task selections. You can leave the fields as they are if you want a complete report of all the tasks of your organization.

It is also possible to choose a degree of progress of the tasks, including those not completed only. The report by tasks allows you to check who worked on the task and for how long. See which tasks took longer than expected and adjust your requirements as needed.

Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274 ext. 120

Tasks and appointments in the calendar

By Appointment, Calendar, Tasks

You can view tasks and appointments simultaneously in your calendar

We know that it is not always easy to plan your work, even if you write down your deadlines in the production schedule . You can now better plan the schedule of your employees by taking into account both scheduled appointments and tasks to be performed. This will ensure that all projects are delivered on time, without pitfalls.

To display tasks and appointments at the same time in your calendar, you just need to check the boxes Appointment and Tasks located at the top left of the calendar. You can uncheck one of the two at any time to view only what you want.


To differentiate tasks from appointments, observe the outlines of the rectangles. In the horizontal calendar, the rounded edges correspond to an appointment; sharp edges, to a task. The reverse is true for the vertical calendar. You can also put the appointments and tasks in the color you want.


Since December 20, 2017, when you create a task, you have the option of indicating a due date, as well as a completion date. It is this completion date that will be displayed in the calendar.

Watch out for data conversion!

Tasks created before December 20, 2017 did not have a completion date. For this reason, they will appear in the calendar on the due date. This is the default conversion determined by the Collabox. You can still go and modify the deadline manually by moving the task with your mouse directly in the calendar (“drag and drop”). To do this, keep the left click of your mouse pressed on the task you want to move, and move your mouse to the correct date. Drop the task into the calendar. The new date will be saved!
Note 1: It is exactly the same principle for appointments: they also move in “drag and drop”.
Note 2: The “drag and drop” will be available from March 1st for the calendar with the dates vertically.

You can see below that the task has moved for all the people assigned to it. This happens automatically when you move a task.

You can also modify the completion and due dates of a task by updating it with the page Updating a task assignment . The fields to be modified are in the red boxes. To differentiate the completion date from the due date, see the caption below the following image.

July 4, 2018 update

Task deadlines are now displayed in the calendar independently from when the task is scheduled to be completed. They are recognizable by the small clock icon located at the top right of the box. The moment of accomplishment of the task, it does not have any.

In addition, deadlines such as task completion dates have a small green checkmark in each box to indicate that you are not late according to the deadlines indicated. Otherwise, you would see a bar circled in red (?) . If there is no check mark or cross in the box, this is to indicate to you that the task is not carried out, but that you still have time in front of you (?) .

Need additional information? Contact us !

To do-list

By Calendar, Tasks

The tasks that you create in Collabox are all listed in a detailed list called the to do-list. You can see the task, its priority, the employees affected, the planned time, the percentage of completion, the name of the project and the due date.

We added a drop-down menu at the bottom of the page To do-list which allows you to change the due date of a task or add a task to the calendar. Here is how it works.

You must, of course, go to the page To do-list by clicking on the link in the left menu of Collabox.

Left menu, tab Tasks

If you want to change the due date for some tasks, check them with the box to their left in the list and then select the appropriate option from the drop-down menu. By default, today’s date will be selected. However, you can modify it and change the time entered. Don’t forget to click on Okay , to save your changes.

Option Change the due date from the drop-down menu
Page To do-list

If you want to add tasks to the calendar, check the boxes associated with them and select the option Add tasks to the calendar from the drop-down menu. You must indicate how many hours before the end date the task will appear in the calendar. Click on Okay to save the changes.

Option Add tasks to the calendar from the drop-down menu
Page To do-list

When you return to your calendar, you will indeed see the tasks that you have added to it.

Example of new tasks added to the calendar

Monitoring of current sequences

By Calendar, Tasks

The sequential tasks offer a team a valuable tool. However, it is not always easy to be on top of everything that is going on, especially when our business is working on multiple fronts simultaneously. This is where the “Sequences in progress” function comes to the rescue! This small function, available in Collabox, allows you to see at a glance the progress of the different task sequences. Thus, you can know, in a few clicks, the number of completed tasks, whether the project is late or not and the percentage of completion of the project. Valuable information that can give you a boost. Follow the instructions below to use the tool.

First click on “Running Sequences” under the “Tasks” tab in the sidebar.

So you can see, at a glance, all the active task sequences of your company. The summary table also provides information on the task templates used, the number of tasks completed, the level of progress of the project and whether it is up to date or overdue. By clicking on a specific project, you access the details of that project.

You can now see the status of the project you clicked on. It displays the due date of the various stages, but also which segments have been completed, to whom the task is assigned and its progress level.

maximiserprioriser les bonnes taches

Sequential tasks

By Calendar, Employees, Projects, Tasks

How to create a sequential task template?

Collabox has integrated a workflow system to help you with sequential tasks. This way, you can maximize and prioritize the right tasks. (It can also free up a few minutes to distract yourself with funny videos).

Parent and child tasks

Our team of programmers worked hard to develop our family workflow. 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 way, the people responsible for the children’s tasks can be notified at the right time.

Workflow-Flux

How to create a sequential task template

First of all, it is necessary to configure a template of sequential tasks. To do this, simply follow these steps:

First click on the “Configuration” icon in the top bar.Top bar - SETUP

Then select “Sequential task template” in the left bar under the “Tasks” section.

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 create a new one. To do this, click on “Add a sequential task template”.Sidebar - SPOTS

Give your template a name, then save.

Name of the template

Once this is set, go to the “Steps” tab to add the tasks by clicking on the “Add a task” link.Add a task

Once in the “Steps” tab, you will see the template tasks to complete:

  • Title
  • Expected time
  • Employees assigned to the task
  • Interval
  • Display cushion

Info to fill in
Create the parent task

Once you have mastered the creation of the sequential task template, the next step is to create the “parent task” and add “child tasks” or “appointments ” to this template. Just a few clicks and your workflow will be up and running.

Important: nointerval or display cushion should be set for the parent task.

Interval: This is the time that must pass between the end of the parent task and the beginning of the child task.

Display buffer : This is the period of time before the task appears in the to-do list.

This is what a parent task creation form should look like:Create parent task

Here is some additional information about the form headings:

Create a child task

To create “child tasks” simply click on “Add a task” and then assign a“Parent step”, as well as the “Expected time”, an “Interval ” and a “Display cushion“.

Example

To facilitate your understanding of the relationship between the parent and child tasks, we have chosen the example below with the steps to follow to make a Merlin the Enchanter client potion.

Child tasks are linked to their parent by a small hook.

Both kinds of tasks can be started simultaneously, but the parent tasks must always 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.

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.

List of sequential steps for the Fish Mixing Template Fish mix