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Task Manager - User Guide

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  Task Manager 4.1.1
Users Guide
F.A.Q.
Demo
Requires Perl on a
Windows, Mac, Unix
or Linux Server

  • Requirements
  • Configuration
  • Installation
  • License and Disclaimer
  • Getting Started
  • Levels of Admin
  • Creating a Task
  • Editing / Deleting Tasks
  • Creator privileges
  • Auto Notifications
  • Searching
  • Printing
  • History
  • Custom Icons and Statuses

  • Requirements

    This script requires Perl on either a UNIX or WINDOWS server.

    Top of Page



    Configuration

    This Script requires no Configuration, however if you have trouble installing the Script, you can hard code some values in the _key.cgi file.

    Top of Page



    Installation - Linux/Unix/Mac Servers

    [script] refers to the first portion of the name of the CGI Scripts you purchased.
    1. Setting the Path to Perl. Open all CGI Scripts (except [script]_key.cgi) in a Plain Text Editor and make sure the first line of the CGI Script is the Path Perl for your server. Most Users can skip this step being the default Path to Perl shipped in the CGI Script is very common.

      NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.

    2. Upload all CGI Scripts to your cgi-bin or any cgi enabled directory and CHMOD all the CGI Scripts to 755. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.

      If you forget to CHMOD all CGI Scripts to 755, Step 3 will yield a Server 500 Error.

      If you do NOT upload (transfer) all CGI Scripts to your server in ASCII mode, Step 3 will yield a Server 500 Error.


    3. Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :

      http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi

    4. Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.

      Should you encounter any Permission problems with the Setup Routine follow the instructions returned by the Script.
    Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi CGI Script you uploaded if the Setup Routine could not automatically delete it (Refresh your FTP directory listing to check). Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.

    Top of Page



    Common Installation Problems - Linux/Unix/Mac Servers

    NB: Shared Secure Servers, VPS, SBOX and Free Servers.

    1. Server 500 Error. This most often occurs because Step 2 was not followed precisely. Make sure the CGI Scripts you are uploaded are CHMOD to 755, the folder the CGI Scripts reside in is also CHMOD to 755, and the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.

    2. I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".

      This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.

      In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:

      $SecureServer = "http://www.yourdomainname.com/cgi-bin";

      DO NOT enter the CGI Script name, DO NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.

    3. I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.

      You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. CHMOD it to 755 then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "/www" or "/httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.

      Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. For example:

      $DefaultData = "/var/username/www/htdocs";

      Finally, on some Server's it's necessary to CHMOD the folder just above your WebSpace to 777 granting permission to the CGI Script to create the Required Directories at WebSpace Level. In the example above, the "htdocs" folder would need to have it's permissions set to 777.

    4. We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form, entering your Server Information where prompted.
    Top of Page



    Installation - Windows Servers

    [script] refers to the first portion of the name of the CGI Scripts you purchased.
    1. Your Windows Server may not execute CGI scripts even if Perl is Supported. Many Server Administrators do not modify the Registry to accommodate Scripts with a .cgi extension. In this case, contact us for a copy PL Version.

    2. Setting the Path to Perl. Your Server may or may not require the Path to Perl. It's highly likely you don't need it, and you can ignore this Step. However you may want to check with your Host if you can not load the Setup Script in your web Browser.

      NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.

    3. Upload all CGI Scripts to your cgi-bin or any cgi enabled directory. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.

      If you do NOT upload (transfer) all CGI Scripts to your server in ASCII mode, Step 3 will yield a Server 500 Error.

    4. Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :

      http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi

    5. Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.

      Should you encounter any Permission problems during the Setup Routine, you need to contact your Host and request "Full Read/Write Permissions" be applied to at least one folder on your Server. Many Servers have at least one writable folder, often named "database". See Common Installation Problems below for more information.
    Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi CGI Script you uploaded if the Setup Routine could not automatically delete it (Refresh your FTP directory listing to check). Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.

    Top of Page



    Common Installation Problems - Windows Servers

    NB: Shared Secure Servers, VPS, SBOX and Free Servers.

    1. Server 500 Errors are usually misleading on Windows Servers. It seems to be the default error page for just about every error. Make sure you typed in the correct Website Address (URL) to the CGI Scripts on your server. Make sure the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.

    2. I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".

      This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.

      In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:

      $SecureServer = "http://www.yourdomainname.com/cgi-bin";

      DO NOT enter the CGI Script name, DO NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.

    3. I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.

      You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. You will need to rename the E-Vars CGI Script to "myserver.pl" if your Server only executes Scripts with .pl extensions. Upload it to your cgi-bin or any cgi executable folder then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "\\www" or "\\httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.

      Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. Be sure to separate folder names with two backslashes, not one slash. For example:

      $DefaultData = "C:\\html\\username\\htdocs";

    4. We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form, entering your Server Information where prompted.
    Top of Page



    Installation - Linux/Unix/Mac Servers

    [script] refers to the first portion of the name of the CGI Scripts you purchased.
    1. Setting the Path to Perl. Open all CGI Scripts (except [script]_key.cgi) in a Plain Text Editor and make sure the first line of the CGI Script is the Path Perl for your server. Most Users can skip this step being the default Path to Perl shipped in the CGI Script is very common.

      NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.

    2. Upload all CGI Scripts to your cgi-bin or any cgi enabled directory and CHMOD all the CGI Scripts to 755. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.

      If you forget to CHMOD all CGI Scripts to 755, Step 3 will yield a Server 500 Error.

      If you do NOT upload (transfer) all CGI Scripts to your server in ASCII mode, Step 3 will yield a Server 500 Error.


    3. Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :

      http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi

    4. Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.

      Should you encounter any Permission problems with the Setup Routine follow the instructions returned by the Script.
    Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi CGI Script you uploaded if the Setup Routine could not automatically delete it (Refresh your FTP directory listing to check). Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.

    Top of Page



    Common Installation Problems - Linux/Unix/Mac Servers

    NB: Shared Secure Servers, VPS, SBOX and Free Servers.

    1. Server 500 Error. This most often occurs because Step 2 was not followed precisely. Make sure the CGI Scripts you are uploaded are CHMOD to 755, the folder the CGI Scripts reside in is also CHMOD to 755, and the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.

    2. I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".

      This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.

      In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:

      $SecureServer = "http://www.yourdomainname.com/cgi-bin";

      Do NOT enter the CGI Script name, do NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.

    3. I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.

      You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. CHMOD it to 755 then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "/www" or "/httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.

      Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. For example:

      $DefaultData = "/var/username/www/htdocs";

      Finally, on some Server's it's necessary to CHMOD the folder just above your WebSpace to 777 granting permission to the CGI Script to create the Required Directories at WebSpace Level. In the example above, the "htdocs" folder would need to have it's permissions set to 777.

    4. We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form.
    Top of Page



    Installation - Windows Servers

    [script] refers to the first portion of the name of the CGI Scripts you purchased.
    1. Your Windows Server may not execute CGI scripts even if Perl is Supported. Many Server Administrators do not modify the Registry to accommodate Scripts with a .cgi extension. In this case, contact us for a copy PL Version.

    2. Setting the Path to Perl. Your Server may or may not require the Path to Perl. It's highly likely you don't need it, and you can ignore this Step. However you may want to check with your Host if you can not load the Setup Script in your web Browser.

      NB: if you do not you a Plain Text editor such as Windows NotePad or Mac Textedit (in Plain Text Mode), your Text/HTML editor will add extraneous code to the CGI Script when you save it which will result in a server 500 Error.

    3. Upload all CGI Scripts to your cgi-bin or any cgi enabled directory. It is imperative that you upload (transfer) all CGI Scripts to your server in ASCII mode.

      If you do NOT upload (transfer) all CGI Scripts to your server in ASCII mode, Step 3 will yield a Server 500 Error.

    4. Load your Browser, point it to the [script]_setup.cgi file and follow the on-screen instructions for installation. For example, in your browser, type :

      http://www.yourdomainname.com/cgi-bin/[script]_setup.cgi

    5. Enter a Username and Password. This will be your Username and Password for the Administration Section. If the Setup Routine is successfully processed a link to the Administration Section will appear on the resulting page. Click the link to access the Administration Section with the Username and Password you just entered in the Setup Script.

      Should you encounter any Permission problems during the Setup Routine, you need to contact your Host and request "Full Read/Write Permissions" be applied to at least one folder on your Server. Many Servers have at least one writable folder, often named "database". See Common Installation Problems below for more information.
    Upon successful completion of the Setup Routine the [script]_setup.cgi_setup.cgi script attempts to delete itself. This ensures the Setup Routine can not be repeated by another Surfer who would effectively reset your Administration Section Username and Password. Manually delete the [script]_setup.cgi CGI Script you uploaded if the Setup Routine could not automatically delete it (Refresh your FTP directory listing to check). Should you ever forget your Administration Section Username and Password you can repeat this Step to set a new Username and Password.

    Top of Page



    Common Installation Problems - Windows Servers

    NB: Shared Secure Servers, VPS, SBOX and Free Servers.

    1. Server 500 Errors are usually misleading on Windows Servers. It seems to be the default error page for just about every error. Make sure you typed in the correct Website Address (URL) to the CGI Scripts on your server. Make sure the CGI Scripts were transferred in ASCII Mode. Auto-Detect only detects the extensions you specify in your FTP client's Settings.

    2. I can initially load the Setup Script and punch in my Username and Password, but when I submit the Form, I receive 404 Error Page or an alternate Error Page stating "Page Cannot be found".

      This suggests your Server is operated by a very nervous System Administrator employing strict security measures, you're using a Shared Secure Server which dynamically sets your domain name to something other than the a standard Top Level Domain (www.yourdomainname.com) or sbox is employed by your server.

      In any case, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and enter the URL to the folder you uploaded the CGI Scripts to in the $SecureServer Variable. If you uploaded the CGI Scripts to your cgi-bin, then you'd set the following:

      $SecureServer = "http://www.yourdomainname.com/cgi-bin";

      Do NOT enter the CGI Script name, do NOT enter a trailing slash. After setting the Variable refresh the Setup Routine's Page that asks you to enter your Username and Password. Unless you refresh the initial Setup Page, the Form's URL will not be updated to reflect your Variable value.

    3. I cannot find the correct path to my WebSpace or the required Data Directories and/or Password file cannot be created.

      You need to find that Path. Ask your host, or Download a copy of our free E-Vars CGI Script and install it on your server. You will need to rename the E-Vars CGI Script to "myserver.pl" if your Server only executes Scripts with .pl extensions. Upload it to your cgi-bin or any cgi executable folder then load it in your Web Browser which will print your Server's environment variables and other useful information. Determine your Server's Document_ROOT or Absolute Server Path to the folder your home page (index.html) resides in. You may need to append "\\www" or "\\httpdocs" to your Document_ROOT or Absolute Server Path to complete the path to your Writable WebSpace.

      Once you've determined your Absolute Server Path, open [script]_key.cgi in Plain Text Editor (not a WYSIWYG Text Editor, nor a Rich HTML Editor) and set the $DefaultData Variable. Be sure to separate folder names with two backslashes, not one slash. For example:

      $DefaultData = "C:\\html\\username\\htdocs";

    4. We offer a very reasonably priced Custom Installation Service. We'll Setup the CGI Script for you and send you the Log in details which you can update at your own leisure. If we cannot successfully Setup the CGI Script we will refund both the Installation fee and the purchase price of the CGI Script. To Order Custom Installation, please fill in our Secure Installation Order Form.
    Top of Page



    License and Disclaimer

    The following constitutes an agreement between you (the end user/purchaser) and us, PerlScripts JavaScripts.com (a wholly owned subsidiary of InterActive Scripts). By purchasing and using our software, products or services you agree to and accept the licensing agreement stated on this page. All documentation, goods and services are provided "as is" and without warranty. We hereby disclaim all warranties relating to any documentation, goods and services, whether express or implied, including warranties of suitability. In no event shall we be liable for any direct, indirect or consequential damages resulting in loss of revenue or data, incurred by you or any of our products, information or services. We reserve the right to revise the terms and conditions stated on this page at any time without notice. You agree to be bound by such revisions, and you are encouraged to periodically revisit this page to review the then current terms and conditions.

    We grant you the right to use one copy of the software, product or service purchased, for testing and familiarization purposes. We also grant you the right to implement, install and use one copy of the software, product or service purchased on a single web site domain for use by one entity once the evaluation copy is removed / deleted.

    By purchasing a product you are also subscribing to our periodic newsletter which will notify you of new software releases, updates and special offers. In accordance with United States and International anti-spamming laws, an unsubscribe link that removes you from all future mailings will accompany each e-mail notification.

    For taxation purposes, we must keep accurate transaction and installation records. At the time of software installation, you will be asked to enter information such as your web site's domain name and your product's serial number. This information is used to validate copies of our software.

    We reserve all rights. Written permission must be obtained from us before you may copy, reproduce, publish, modify or alter in any way, any media, software, documents or products, in part or in whole, contained within our web site or traded by us. All media, software, documents and products are the property of PerlScriptsJavaScripts.com. We retain ownership and copyright of software products purchased from us and all copies of the software. As a licensee you may make one copy of the software product solely for backup purposes. Removal of any copyright messages, publicly visible or otherwise without prior written permission from us is expressly forbidden. Unauthorized reproduction of any of our software, documents or products is prohibited by Federal and International laws and subject to criminal prosecution.

    Any use of software and accompanying documentation on our Web site is subject to the terms of a software license agreement between you and us. You must read this license agreement in it's entirety and agree to it's terms prior to installing or using the software. All ownership rights and rights not implied are reserved. We reserve the right to revoke these permissions and terminate this agreement at anytime or at it's own discretion without reasonable notice. We reserve the right temporarily or permanently discontinue any software product or the support associated the product at anytime or at it's own discretion without reasonable notice. You agree and accept that we shall not be liable to you or to any third party for any such cessation.

    You agree that any issue or dispute that may arise between PerlScriptsJavaScripts.com and yourself in respect to this web site or it's goods or services will be resolved and governed by and within the courts and laws of Melbourne Australia. If your local laws do not allow for such an agreement, you must delete all copies of products supplied to you by us and you are hereby notified of the termination of this license.

    Top of Page



    Getting Started

    Once you've installed Task Manager, the first thing you should do, is click on "Settings" in the control panel and enter your preferences. Take your time configuring the script to best suit your needs. Click on each of the gray colored links for instant info on each option. Once configured, click on Staff in the Control Panel and begin entering your Staff member's profiles and access Levels. These can be updated at a later date, but keep in mind, Level 1 access (Top Level Admin) grants the user access to the entire script, including all Staff member profiles and the Configuration Settings. In any case, only Level 1 Administrators can see and modify the Privileges field set in Member profiles.

    Top of Page



    Levels of Admin

    As of Version 4, Task Manager supports an unlimited number of Administrators with three levels of Administration. When adding new Staff, you select the Level of administration for the new Staff member by clicking on the Green Yes or No Active link beside the Staff member's e-mail address in the Staff List.

    Level 1 (Top Level admin) - has access to the entire program, including all Tasks, all Staff Member profiles, the History of Actions Manager and the program's configuration Settings.

    Level 2 (Subordinate Level admin) - as above, except the, History Manager, configuration Settings and Privileges section of Staff Member profiles are out of bounds or invisible. This ensures a Level 2 Admin cannot promote themselves to Level 1.

    Level 3 (User Level admin) - may only edit their own Profile (but not their Privileges) and only see Tasks that they are either assigned to or they created.

    Top of Page



    Creating a Task

    To create a new Task, log in to the program using the log in details you have been assigned by the Administrator. Or if you are the Administrator log in using the details you entered at the time of Set up. Then click on "Tasks" in the Admin Control Panel, where you'll then be presented with a list of current Tasks, sortable by clicking on the column headers, as well a the Task Creation form.

    Name, Status and Staff Members for the Task are all required. You may optionally set a Due Date, Instructions and Comments. Enter a Name that describes the new Task, select it's Status from the Drop down menu then select the staff members that will be working on the Task, chore or assignment. Optionally tick the check box to notify selected staff members of the creation of this new Task and Submit the form.

    You have just created a new Task. The same page will reload with a refreshed list of current Tasks.

    Top of Page



    Editing / Deleting Tasks

    Only Level 1 Administrators, the staff member who created a Task and any Staff members with Deletion privileges have the power to delete that Task. To delete a Task, you must first switch to Edit Mode. Simply click on a Task name from the list of current Tasks. While in Edit Mode, you may change the Status of a Task. It's in this Status Drop down menu that you'll see the option to Delete the Task. To delete it, select Delete and submit the form. If you choose to notify assigned staff members, they will be sent an e-mail alerting them to the new Status or Task's deletion.

    If any option other than Delete is selected, the Task will be updated, recording any new Comments or Instructions added. See next section for more information on who has the right to edit Instructions.

    Top of Page



    Creators privileges

    The creator of a Task has the same privileges as the Program's Administrators when it comes to updating Tasks. That is, they have the right to edit the Instructions and delete the Task. All other assigned members may edit Comments, but not Instructions, nor can they delete Tasks they did not create.

    The Task List only shows Tasks that a Staff member has been assigned to or that have been marked as Visible to all members. Level 1 and Level 2 Administrators will always see all Tasks in the Task List.

    Top of Page



    Auto Notifications

    As of version 2.2, you have the option to send notifications to all assigned staff members when editing existing Tasks or creating a new Task. Prior to version 2.2 all assigned staff where notified regardless. Just below the Comments text box, you'll see a Checkbox labelled "Notify selected staff ...". If checked when you submit the form, all assigned staff members will be notified. Whether editing an existing Task or creating a new Task, if you change or rearrange the assigned staff members, the changes will be recorded, and then notifications will be sent. i.e. if you add a new staff member to selected Task, they too will receive a notification.

    Top of Page



    Searching

    Task Manager has a very simple search engine built in, allowing you to search by Task Name, Instructions, Comments, or all of the aforementioned. While on the Search Page, enter a string of text to search in either or all fields and press the Search Button. All line breaks found within the data will be ignored. The search engine will perform an in-case sensitive search for the strings you entered and returns any matches. For example, if you enter "figures for december" in the "Comments" field of the search form, if the Comments of any Task contain any of the following strings, they will show up as matches :

    • Figures
    • Figures for Dec
    • december
    • Figures
      for
      Dec

    If you're not sure whether the string you're searching for is in the Comments or in the Instructions, enter the string in both fields of the search form.

    Top of Page



    Printing

    As of Version 4 you can print multiple Tasks simultaneously. Prior to version 4 you could only print one task at a time by going in to the Task and clicking on "Printable View". While this feature remains, you can now select all Tasks you'd like to print by checking the Tasks in the Task List. Submit the form and all Selected Tasks will be displayed in printable Form.

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    History

    As of Version 4, Task Manager records a History of User actions. Access to the History of actions is only granted to Level 1 Administrators. It records log in and log out times, Task creations and edits, searches, prints, archiving and deletions. Actions are recorded by User ID so even if a Staff member's Username is changed, their actions can be tracked. When you click on the History link in the COntrol Panel, all history for all users is shown. When you click on the History links in the Member List only the selected Member's history is shown. Either way, you can delete selected entries by checking them off and submitting the form. To clear the entire History log, scroll to the bottom of the History entries and click on "Check all" then Submit the form.

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    Custom Icons and Statuses

    As of Version 4 you can add as many Statuses as you like. To do so, log in as a Level 1 Administrator and click on Settings. Scroll down to Custom fields and enter the Status names in the Status box. One per line. Do not enter "Archive" or "Delete", these are forced in by the scripts. The default statuses shipped with the scripts are : New; In_Progress; On_Hold; and Complete;

    When entering new Statuses, use underscores _ instead of spaces to separate words. All Statuses entered will then appear in the Status select menu and the Legend displayed above the Task List. The legend can be switched off via the Settings.

    To use your own custom icons which are displayed in the Task List, create a 20 x 20 pixel gif image. Name the image exactly as you named the Status and use a lowercase ".gif" extension. Then upload the new image icons to the folder you uploaded the images to at set up. For example, if you add a new Status labelled, Stage_1 , the image icon should be named Stage_1.gif

    If you delete a Status and a Task is currently in that Status, or you do not create an icon for any new Statuses a default Question Mark icon will be displayed in the Task List and Legend table.

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