{"_id":"5a8cc8397eb1ed003894bed2","project":"56539c418b050e2100f006ca","version":{"_id":"56539c428b050e2100f006cd","project":"56539c418b050e2100f006ca","__v":14,"createdAt":"2015-11-23T23:07:46.327Z","releaseDate":"2015-11-23T23:07:46.327Z","categories":["56539c428b050e2100f006ce","5789af34f55bf80e00d0c34f","5789af4e6a16260e006e7cd4","5789af53d7bf751900e3cbe1","5789af576a16260e006e7cd5","5789af5fc1c3de0e00169dc7","5789af64c1c3de0e00169dc8","5789b0067a572c0e00120269","579919b1b8d3432000fdffc3","590ba9d1030acd0f00f07046","5939cecbc78839000f4bff0e","59c4454a414f98001001f2a9","5a8b9193e4eb600012e90dea","5b511e0bfe048400034364d8"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"5a8b9193e4eb600012e90dea","project":"56539c418b050e2100f006ca","version":"56539c428b050e2100f006cd","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2018-02-20T03:10:11.603Z","from_sync":false,"order":2,"slug":"getting-started-guide","title":"Getting Started Guide"},"user":"5a84d1bf6b17d200124fa3ea","githubsync":"","__v":0,"parentDoc":null,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2018-02-21T01:15:37.479Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":8,"body":"The task list is another way you can use PlanRight for your capacity planning. This screen shows what each staff member is working on, and how much capacity they have. This is useful for managing individual workflow, rather than the whole organisation’s workflow. \n\nYou can go to the task list by clicking “Task List” next to “Schedule” at the top of the dashboard. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/986d520-Screen_Shot_2018-10-24_at_12.09.34_PM.png\",\n        \"Screen Shot 2018-10-24 at 12.09.34 PM.png\",\n        793,\n        193,\n        \"#344b5b\"\n      ],\n      \"caption\": \"Click \\\"Task List\\\"\"\n    }\n  ]\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/c4014d9-Staff_view.png\",\n        \"Staff view.png\",\n        1338,\n        343,\n        \"#eceff2\"\n      ],\n      \"caption\": \"The task list looks like this.\"\n    }\n  ]\n}\n[/block]\nThis is one staff member in the staff view - Elf Stone.\n\nThis shows what Elf Stone is working on, how much capacity he has, and the status of each of his tasks. \n\nFrom here, you can also drill into tasks to see how they are going. If you click on the first task on the list (signage design for Chairman Miaow Cattery), you can see more detail: \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/36a28d9-Elf_stone_-_task_progress.png\",\n        \"Elf stone - task progress.png\",\n        917,\n        776,\n        \"#e2e2e0\"\n      ]\n    }\n  ]\n}\n[/block]\nYou can use this screen to set reminders, see when things were worked on, change the task’s status, enter notes and log time against the task.","excerpt":"","slug":"using-the-staff-view","type":"basic","title":"Using the task list"}

Using the task list


The task list is another way you can use PlanRight for your capacity planning. This screen shows what each staff member is working on, and how much capacity they have. This is useful for managing individual workflow, rather than the whole organisation’s workflow. You can go to the task list by clicking “Task List” next to “Schedule” at the top of the dashboard. [block:image] { "images": [ { "image": [ "https://files.readme.io/986d520-Screen_Shot_2018-10-24_at_12.09.34_PM.png", "Screen Shot 2018-10-24 at 12.09.34 PM.png", 793, 193, "#344b5b" ], "caption": "Click \"Task List\"" } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/c4014d9-Staff_view.png", "Staff view.png", 1338, 343, "#eceff2" ], "caption": "The task list looks like this." } ] } [/block] This is one staff member in the staff view - Elf Stone. This shows what Elf Stone is working on, how much capacity he has, and the status of each of his tasks. From here, you can also drill into tasks to see how they are going. If you click on the first task on the list (signage design for Chairman Miaow Cattery), you can see more detail: [block:image] { "images": [ { "image": [ "https://files.readme.io/36a28d9-Elf_stone_-_task_progress.png", "Elf stone - task progress.png", 917, 776, "#e2e2e0" ] } ] } [/block] You can use this screen to set reminders, see when things were worked on, change the task’s status, enter notes and log time against the task.