Activity settings

General

Priorities

Status

Administering a status

Hjälptexter

Deletion of completed tasks

Here you can find settings that affect all activities in the tool. The settings are divided into the three tabs General, Priorities, Status 

Tab: General

Date
Date settings for start and end date requirements can be set to enforced fields, which means that the user cannot create or resave an activity without putting those dates first.

Avstämningsdatum
I Rapporteringstabellsfiltren , you can choose whether the activities displayed in your Rapporteringstabellsgadgets should also be displayed based on their record date.

Enable reconciliation dates for tasks
Enables the ability to add multiple reconciliation dates to the Ändrafönstret.

Show record date when tracking for clear selection
Click the Reconcile A Rapporteringstabellsgadget on a Dashboard opens the task's Edit window.

If this option is enabled, users are given the opportunity to klarmarkera the reconciliation date. The task may appear as overdue. If the option is disabled, the record date is displayed in the Rapporteringstabellsgadgeten until the reconciliation date has passed.

Obs! Comments that are written and checkmarked in the activity are saved in the current tracking period and have no connection to the specific reconciliation date.

View the reconciliation dates for tasks graphically in Ganttschemat
Activating this option will display the record dates for each activity in your EV. Gantt charts. See sample image below.

Activity interval
Activate activity interval
If you turn on the setting Activate activity interval be given the ability to split an activity into multiple intervals in the task's Edit window. You can add intervals both before and after its previous intervals, but two intervals cannot overlap. For example, if you want the task to be performed Kvatal 1 and Quarter 3 during the year, use this function for the task to be ongoing in the desired quarters and paused in Q2.

Implementation
Visa genomförandepanel
An implementation panel appears in change and Rapporterafönstret. After the implementation panel is activated, you can choose from four different content: Implementation, Hours, Budget And Double text fields for hours and budget. Enable both Hours, Budget And Double text fields for hours and budget Shows both hours and budget broken down by Budget And Outcomes.

Priority

Show priority
Priority is used to show how important an activity is in Förhllande to others. For example, you can choose to filter a view so that it displays only high-priority tasks. Priority filtering does not combine with keyword filtering. If this option is enabled, a priority selector is displayed in the task Ändrafönster. (SE Bild)

The remaining priority settings are done on the tab: Priorities that become visible only after selecting this option and saving.

Other
Mandatory to write comment on completed activity

This option forces the user to write a comment when she/he changes a task's status to "finished."

Flic: Priorities

Obs! This tab appears only if Show priority is checked under tab: General.

The priority in the Stratsys is to show the importance of a task relative to others. For example, you can choose to filter a view so that it displays only high-priority tasks. Priority filtering does not combine with keyword filtering.

Priority

Here you can see a list of the task priorities that your system is currently using. In the example above, users can choose between Low, Funds And High Priority. Each priority is a priority value that controls the order in which the priorities will appear in the list here and in the priority selector in Ändrafönstret. (shown in the picture example to the right).

Add a new priority
Click the Namnfältet At the bottom of the priority list and give the new priority a name and a Prioritetsvärde. Finish by Shoot.

Change a priority
To change a priority, click the name or priority value and make your desired change. Remember that Shoot Your change when you are finished.

Delete a priority
Point to the priority and click Dust bin to the right.

Obs! It is not possible to delete a priority that is used in any activity. Please contact your consultant if you want us to help with this. To see contacts, click the green question mark in the upper-right corner of the Stratsys.

Mass Update priority
Here, you can update all equal priorities at the same time and thus earn a lot of time compared to making changes to all activities on their own. Specify the priority you want to change (Priority before) and the priority you want to change to (Priority after). Click on the button Update To confirm the changes.

Flik: Status

The Status is used to show how work on an activity progresses. For example, you can choose to display the status in views and EV. Filter a view or report part to show only tasks with a selected status. See Filter settings: Task filter and Step 3 in the article Add a View.

A typical simple status set in the tool may look as shown in the example below. We have a status group named Standard Used in all scorecards. In the status group, we have 3 different options that the user can choose from for nodes of type activity. In this case, we have Ongoing (indicating that someone is working on the activity and is not ready), Vänteläge (which means that no one is working on the activity) and Completed (which means that the task is complete).

Statusgrupper
A status group contains the statuses that are selectable in one or more scorecard columns of the activity type. To have specific choices in a specific scorecard or scorecard column, create a new group with the status selections that you want, and give it a name and choose where to use it. The status group marked with a blue flag is the default and is used by all control mode columns of type activity that do not have a custom status group.

Statusalternativ
Here you can define the possible statuses that you want. Each status has a name, an icon, and a meaning. The name is plain free text. For the icon you can choose a shape and a color. The significance is one of:

  • Other-Standard selection
  • Standby-Causes the activity not to appear in the Reporting table filter on the home page, and that e-mail is not sent.
  • Completed-Indicates that the activity is complete and no more reminders should be sent.
  • Automatic status-see explanation further down.

A new status option is added by typing a new name and selecting settings as described above. Finally, click Shoot Down the page.

Replace status options: Used to convert all statuses of a particular variety to another, useful to use if you want to remove an option.

Automatic Status
Status Ongoing is an automatic status, which means that it has 3 different modes that depend on how the current date relates to the start and finish dates of the task. To set this up, select a status from the Statusalternativ Per state. In the example below, we have chosen Not started Before the start date, Ongoing Between start and finish dates and Delayed After the end date. Property Status In views and reports will display one of these 3 statuses for tasks that are set to Ongoing.

For further description of the different meanings, see Administering a Status.

Standardfilter
If the Filteringställningarna for a view or report part does not have a task status filter setting (see Filter settings), select here How to filter the View or report part.

To
Displays all activities regardless of status.

Not completed
Displays unfinished tasks.

Completed
Displays completed activities.

All from the version
Displays all activities created and completed in the version.

In current version: All activities in the current version are displayed-whether they are completed or not and whether they are created earlier than the current year. Produces the same results as To.

In the planning version: activities are filtered out if they are not losskopplade and have been terminated in the current version.

Obs! Losskopplade activities (such as doing uncoupling created in the planning version) are displayed even if they are terminated before or after the uncoupling.

Consolidate status
Consolidate status should be the default choice for new tasks
If the status is consolidated, it can only be set on the units that are at the bottom of the reporting chain. Overlying units get a calculated status depending on how the underlying units reported. See more detailed description in Lap: Units.

Administering a status

Status options are the different statuses that you want to be able to choose from when you create a status group. You can add your own status options by clicking at the bottom below the list of existing statuses. In the text box, type the name of the new status, select an icon and color, and a meaning.

Replace status options
You can replace a status option by clicking the "Replace Status options" blue text. This is useful when a status option cannot be removed due to its use in the system. In these cases, you can replace the status option with another and then delete it.

Change
To change a status option, click the icon on the Status option icon. Then select the desired icon and color for the status option.

The meaning is one of other (default), standby (causes the task not to appear in the Reporting table filter on the home page, and e-mail is not sent), completed (indicates the activity is complete and no more reminders will be sent) or " Automatic status "(see explanation further down).

Remove
To remove a status option, click Dust bin At the end of the line. Obs! If the status option is used in your organization, you must use the "Replace status options" feature instead.

Different set of task statuses for different plans

You can customize their status options for different plans/scorecards. This means that you can have a set of status options in their business plan e.g. "Not Started", "Pending", "standby" and "completed" and a set in their environmental plan e.g. "Not Ready" and "done". Even if you use different status options on the activities, you can still share the tasks between plans.

Explanation of different meanings

Auto-Change status options:

  • Automatically -The status switches between three selected statuses, depending on the current date relationship to the task's start and finish dates. A status before the task started, one when it is in progress, and one after the end date passed.

Confirm by clicking the button Shoot.

Show status in view or report part

To view the icon for the status in a View/Report part, select NodegenskapeN Color. If you want to display the name of the status instead, Nodegenskapen Status.

Flik: Hjälptexter

When users point to one of the fields Priority, Status, reconciliation date, implementation Or Aktivitetsintervall i Ändrafönstret A blue question mark appears to the right of the field. The Help texts you type here appear if they click Question mark. The same help text applies to all units. The help text for the status is also displayed in Rapporterafönstret.

If you want to change a help text to a description, you can find them under Decription fields. To change a help text to the Name field, change the Definition For the scorecard column. See General.

Tab: Deletion of Completed tasks

After you have made the planning version up-to-date, you can delete activities from the previous year. You can delete activities based on 3 different parameters or a combination of them.

Status Filter-Select to delete a task based on its status, you see after in parentheses which scorecards that activities with the selected status are found.

End Date-Enter an end date for the task, for example, 2017-01-01 will remove all completed activities in the year 2016.


Scorecard-Specifies the scorecard and scorecard column (s), which in turn deletes all tasks in the selected columns.

Obs! If you accidentally removed activities from a steering model where they would remain, you can reset all activities from that scorecard at the same time. See Event History.