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- Overview
- Managing tasks
- Adding a new standard task
- Adding a new interruption task
- Defining the task "In progress"
- Modifying a task
- Canceling a task
- Deleting a task
- Transfering a task to another contributor
- Link between tasks
- Overview
- How to create a link between tasks?
- Multiplication coefficient
- Printing the tasks
Project Management Hub: Task management
The Project Management Hub allows you to define the different tasks assigned to each project contributor. These tasks can be created by the contributor or by an administrator (by default, "ADMIN" can be used both as username and password). The schedule of the contributor is built dynamically according to the order of the tasks. The tasks are managed in the "Tasks" tabs. Different types of tasks can be created: - Standard task (project-related or personal).
- Interrupting task: task outside the schedule that can interrupt the calculation of time spent on a task (e.g. "Meal", "Meeting", etc.).. This type of task is taken into account by the time management mechanism.
Adding a new standard task Tasks can be added by an administrator or by the contributors themselves. To add a task: - Open or create a "Tasks" tab.
- Select:
- "Add a task" in the context menu of the task list
- the "New task" option in the tab ribbon.
- Indicate the characteristics of the task in the various tabs:
The main sections are as follows:
- Title: this title provides a summary of the task to be performed.. This title will be displayed in the schedule and in the task list.
- Estimated duration and due date: Estimated task duration. A duration set to null is used to create a task with an undefined duration.
- description: description of the task or dialogue with, for example, the administrator or other contributors. The name and the date can be included in a text ("Insert Name" button).
- Document: linked file for the task (e.g. WINDEV window, WEBDEV page, etc.).
- On the right-hand side of the window, specify the following:
- Contributor: Contributor associated to the task.
- Report: Report of the task. A task can be:
- Pending,
- In progress,
- Blocked,
- Canceled,
- Completed.
This status can be modified by the contributor. - Task type: Type of task created.
- Associated project: Project name associated to task. You have the ability to select an existing project, create a new project or create a "Personal tasks" project.
- Sprint: Sprint in which the task is to be performed.
- In the "Links" tab, in the "Other links" section, indicate the linked requirements: a task can be linked to one or more existing requirements..
- Validate.
- The task is automatically displayed in the task list. The task list is used to specify the order in which the tasks will be performed (this order will be used to build the schedule).
Remarks: - A new task can also be added from a request found in a spool of requests.
- Several tabs are used to give information about a task:
- Links: Find out whether or not the task is linked to another task or requirement..
- Linked tasks: View or create linked tasks. For more details, see Creating a link between tasks.
- Related requirements: Task-related requirements. This information is entered when creating the task.
- Project elements: List of project elements associated with the task. For example, if the task affects the modification of a WINDEV project, this tab can display the list of relevant windows.
- History: shows the history of the task, i.e. the periods during which it has been carried out. You can edit the history at any time.
- Source Code Manager: If the project is associated with a WINDEV, WEBDEV or WINDEV Mobile project in the SCM, this allows you to view the various operations performed in the SCM to complete the task.
- Export tasks: from the list of tasks, you can extract the contributor's schedule in RTF format.. To do so, select "Extract schedule" in the context menu and select the desired time range in the window that appears. The schedule is automatically copied to the clipboard.
Adding a new interruption task The interruption tasks can be added by the contributor himself. For more details on how interruption tasks work, see Time management help. To add an interruption task: - Open or create a "Tasks" tab.
- In the "Management" group, click "Interruption tasks".
- In the window that appears, click "New interruption task".
- Enter the name of the interruption task.
- Validate.
Note: Only the first eight interruption tasks are taken into account by the task wheel. Defining the task "In progress" To define the task "In progress": - Open or create a "Tasks" tab.
- Select the task that must be flagged "In progress".
- In the "Tasks" group of the ribbon, click "Start". You can also select "Start task" in the context menu.
- A window is displayed:
This window is used to:
- modify the date and time for changing task (in case you've forgotten to change task for instance).
- specify the status of the previous task (task paused, canceled, in progress).
- The task becomes the first task displayed in the task list.
Remark: Task duration calculation mode: - If the time management help is enabled:
The calculation of the time spent on a task takes into account:- the information specified in the task wheel and in the window for managing the current task. The working hours and the working days specified in the options of Project Management Hub are ignored.
- the automatic lock of the current task when closing the Windows session.
- the automatic lock of the current task when closing the Project Management Hub of WINDEV, WEBDEV and WINDEV Mobile.
In this case, the information entered in the schedule configuration is taken into account only when establishing the schedule. The schedule takes into account the time really spent.
- If the time management help is not enabled:
The calculation of time spent on a task takes into account only the times and days worked specified in the schedule configuration.. The "overtime" is not taken into account.
Modifying a task The task can be modified: - via a "Tasks" tab: simply select the desired task and use the "Modify task" option in the context menu.
- via a "Planning" tab: simply double-click on the task.
- via a "Gantt chart" tab: simply double-click on the task.
Canceling a task To cancel a task: - Open or create a "Tasks" tab.
- Select the task to cancel.
- Select "Cancel task" in the context menu of the task list.
- The task is flagged as canceled.
Deleting a task To delete a task: - Open or create a "Tasks" tab.
- Select the task to delete.
- In the ribbon, in the "Tasks" group, click "Delete".
Note: A deletion is definitive and cannot be undone.. To be able to track the tasks, we advise you to cancel tasks instead of deleting them. Transfering a task to another contributor To transfer a task to another contributor: - Open or create a "Tasks" tab.
- Select the task to transfer.
- Select "Modify task" in the context menu.
- In the window that is displayed, select the new contributor associated with the task. The task is automatically added to the task list of the new contributor and deleted from the task list of the old contributor.
Overview On the "Tasks" tab, you have the ability to define a sequence for performing tasks (via the arrow buttons found on the right of the list). However, you may also have to define a dependency between tasks in addition to this sequence. For example, updating the special offers in a site must be performed once the promotion file is updated. These links are also taken into account when displaying the Gantt chart. How to create a link between tasks? To perform a link between several tasks: - Open the description window of one of the tasks to link ("Modify task" in the context menu).
- In the lower section of modification window, display the "Linked tasks" tab.
- Click the "+" button.
- If the task is not linked to a requirement, the list of available tasks is automatically displayed.
- If the task is linked to a requirement, the "+" button offers 2 choices: "Link to a task in the requirement" and "Link to another task"..
- Select the task that will be linked to the current task. If necessary, use the different filters (contributor, requirement, project, ...) to find the task.
- Validate.
- In the screen that is displayed, define:
- The source and target tasks. They can be reversed if necessary.
- The type of link.
- The options. It is possible to:
- Use a strict link. In this case, the activation or the ending of the destination is not allowed if the link constraint is not respected.
- Send a message when the source task is started or completed (available if the contributors associated with the tasks are different). The message will be sent via the WDBal application (and by email if the option was chosen in the parameters of Project Management Hub).
- Validate. The link appears in the "Linked tasks" tab of the task description window.
Multiplication coefficient The intended schedules are often optimistic. In most cases, they do not reflect a set of micro-tasks that are often costly in time. The Project Management Hub proposes a "realism" coefficient that can be applied by the administrator in order to get a schedule closer to reality. A multiplication coefficient can be applied to each contributor. The duration of each task will be automatically multiplied by the specified coefficient. For example, a trainee developer will get a coefficient of 3 while a senior developer will have a coefficient of 2.5, ... To define the coefficients to apply: - Expand and select "Options".
- Select "Options reserved for administrators"..
- Select "Enable the coefficients".
- Click the "Edit the coefficients".
- Specify the coefficients for each contributor. A coefficient of 1.5 corresponds to a 50% increase in time.
When the coefficients are enabled, the task list and the schedule reflect these coefficients. To restore a "standard" schedule and task list, all you have to do is uncheck "Enable the coefficients". Note: Only an administrator can define the coefficients to be applied. The Project Management Hub includes different options to print tasks or the task list. You can: - Print the task directly, from the task modification screen ().
- Print the list of current tasks. In the ribbon of the "Tasks" tab, click "Print".
- Print the schedule for the selected contributors. In the ribbon of the "Schedule" tab, click "Print":
- Print as schedule: this option prints the schedule displayed in the "Schedule" tab..
- Print as list: prints the list of tasks by project and team member.
- Print the schedule in a Gantt chart. On the "Gantt chart" tab, click the "Print" button.
Note: The "Gantt Chart" tab can be displayed directly via the "Gantt Chart" button on the "Tasks" and "Planning" tabs..
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