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1. y Pe CD VIP Task Manager User Manual 164 4 1 32 How to import from MS Outlook To import the tasks from MS Outlook use the following steps 1 Start MS Outlook 2 Start Task Manager 3 Go to main menu command File gt Import from Outlook VIP Task Manager Standard Change User Edit User Profile b Archive mode Edit name of rook task group Export view To Excel Export view To HTML Import WPAML Import Fron Outlook be TELE i j Print Ctrl F Print Preview Shift Ctri P Exit e Ta m mein annm mme m m 4 Open Import into drop down box and select task group to import the tasks from MS Outlook Import Outlook options Planning The Project iF aay CN Mame E r Company Import into Import Divide o 3 Planning The Project E 4 Monitoring The Proje Import appointments Import contacts Note To select task group you can highlight it and click Ok button or double click on task group VIP Task Manager User Manual 165 To create new task group edit delete sort expand or collapse existing ones click on corresponding button on Import into drop down box toolbar Import Outlook options 1 Getting Started 2 Defining The Project 24 oe 3 Pl
2. Notifications E Watch Li Event Types Task Change Actual time Task Change Attachments Task Change Comments Task Change Complete Task Change Due Date Task Change Estimated time T a k Ch ange Fimis h time 3 Task Change Mame Task Change N vo ce Tips of To quickly select all task fields click on Check All button oo To quickly clear the list of fields click on HE Uncheck All button
3. Creator Task group 65 Get the business case approved by senior manac 12 07 2007 13 37 71 i 1 Getting Task was created E 6 Get the business case approved by senior manage 12 07 2007 13 36 58 ohn Doe 1 Getting Task has been deleted 80 Get the business case approved by senior manag 1 2 07 2007 13 36 55 ohn Doe 1 Getting Task has been deleted 83 Get the business case approved by senior manag l 12 07 2007 13 36 54 ohn Doe 1 Getting Task has been deleted 84 Get the business case approved by senior manag 12 07 2007 13 29 52 John Doe 1 Getting Poo daka FA fit Sonne _ a Right click on Notifications grid allows to carry out following operations Suro yj Y Find task of selected _ A H a notification a v Open task of selected eT oen Task SS I Title a Maen Creator Task group notification 85 Get the business case approve Check For a new notifications John Doe 1 Getting v Check for new Task was created eon ae 3 notifications UE Ge ne E Mark All as Read Shiftectra I Dee a v Mark selected notification Task has been deleted d 80 Get the business case approve E Show Description John Doe 1 Getting a B 1 fi a Task has been deleted S Show UnReading Only e ark all notifications as 83 Get the business case approve John Doe read oaeee ee Aa e Show Notifications of Highlighted Task Y Show notification 34 Get the business case approverkh n ILESI i
4. If you want to filter tasks only by their Due Date only by their Start amp Finish Date or by Due Date and Start amp Finish Date select corresponding field from drop down list Y Task List Filters G Current i a he W Common Mame ID Status In Progress Cancelled Friority Normal High w Actual Time is not empty wt Estimated T greater 0h 10rri wt By Date 7 Date Range kd Date Create Apply to task range and due date A Date Last M K pply to task range and due date Date Starter f pply to due date only Date Compl Permin MA ai EEA AEN See By Resource em LIS Baa shut elise FS gt cea Show empty date To cancel filter by this field that was set earlier check None radio button VIP Task Manager User Manual 119 To display the tasks with Due or Start amp Finish Date relatively definite time or definite period of time check Relative radio button and select required date or period of time from corresponding drop down list To display the tasks with Due or Start amp Finish Date by exact date at exact time or to display all tasks except exact date check Date radio button select required field from Equal drop down list and select required date in corresponding drop down box Y Task List Filters DEJ Current i Bay G W Common Mame ID Sta
5. 1 Open New Task or Edit Task dialog and select Comments tab or go to Comments panel 4 1 16 How to add comments to the task 3 Click Ok button in Edit Task dialog or Apply Comment button on Comments toolbar Task 16 Make your project planning checklist En Attachments History T Comments John Doe at 74 05 2007 13 52 Shall I put off my previous task John Doe at 74 05 2007 13 53 Q ies si rele a ie ee e es YES Add comment Ctrl 5 S Notes Comments Attachments 2 Resource Assignment Task history Tips e To insert current date amp time into the comments position the cursor in the required place of Comments panel and press F5 key VIP Task Manager User Manual 112 Comments EJ EO a piii ahoa F a pe s a x ey r 5 m ppm mg o E Ra ole aE et oe ee ee e y e SRIA1O Make your project planning checklist Yes Administrator at 16 07 2007 12 50 Comments F Task history en Attachments 2 Resource Assignment e To create your own text design use Comments tab toolbar in Edit Task dialog or Comments panel toolbar e To preview task comments section create and edit your own print design click on Print Preview button on Comments panel toolbar e To print out task comments section click on Print button on Comments panel toolbar
6. STER e F Task List Filters E PSF S AE notes o Developing pro s F T She Company a Comments Planning projed a Resource Assignment z EAEE Attachments arting proj Aitas sk history 4 ntifiratinns L v To move Task History panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it VIP Task Manager User Interface 78 a Highest 26 03 2008 Oh Om Administrator 13 02 2008 17 49 3 Planning n Priority Normal gt Urge A Administrator at 28 03 2007 12 08 New oot US LE soln Doe a 2 Resource Assignment v To take Task History panel out its default location double click on its tab Task history a 22 0 al Administrator at 78 03 2007 10 58 Double click Attachments Task history k a Administrator at 20 LER 2007 10 ati Due date 3 22 2006 gt 3 18 2008 Administrator at 28 03 2007 11 45 Priority Normal gt Urgent Administrator at 28 03 2007 12 08 I lt d Attachments Resource Assignment Task History Toolbar By default Task History toolbar is located at the left top part of Task History panel VIP Task Manager User Interface 79 Task history Ed Administrator at 28 03 2007 10 56 a Due date 3 22 2006 gt 3 16 2008 Administrator
7. VIP Task Manager User Manual 113 4 1 17 How to track task history To track task history use following steps 1 Open Edit Task dialog 2 Select History tab 3 Watch task history in the List of changes window 4 Click Ok Edit Task 55 General i Reminder 2 Resouces 4 Attachments i History List of changes peres 7 een g ret nT 7 ae ENEE TS Mew Assignments Administrator Task has been created Administrator at 17 09 2007 11 51 Parent Producti gt By Product Administrator at 20 09 2007 10 18 InTime 0 gt Type gt Plan Total gt 25000 00 Quoted 0 gt Ordered 0 gt IsComplete 0 gt Alternatively select required task and go to Task History panel Tips e To display task comments in task history click on button Show comments e To print out task history and create your own print design go to Task History panel and click Print task history and Preview buttons on Task History toolbar Task history Task 55 Celebrate the close down withing Administrator at 26 03 2007 11 02 Due date 4 28 2006 gt 4 2o 2008 administrator at 17 05 2007 11 34 New Assignments John Doe VIP Task Manager User Manual 114 4 1 18 How to sort tasks Tasks can be sorted within any column by several ways 1 Left click on column header To change the direction of sor
8. min 13 Click Test button to send test message Database Manager General Databases Enable E Mail sending Host smtp aol com Port 587 4 ae Default 25 Authentication Login lw User jones eee w lt lt lt j ff Fassman eect Check every 10 E min r Sender Mame Jones Smith Sender E Mail smith adl com VIP Task Manager User Manual 156 14 Click Close button Database Manager General Databases SMTP e Enable E Mail sending Port 4 ag Default 25 r Authentication Login TLS User jonesmail Password eee Check every 10 eS F min i Sender Name Jones Sender E Mail aol com 15 Start VIP Task Manager right click on required task and select Sending task s by Email from drop down list Mame Status ha Complete _ Priority iE Jey relo Ip a bus iness pr New ak Ins Make sure the projec ie Edit Task F4 enka any key ris Delete Task F Identify all concerned Consult a Finance Duplicate Ctrl D Rollup recurrence task i ae Change Status ear Define areas be ee Increase Priority ShiFk Ckrl Up F Describe what each gs Decrease Priority Shift Ctrl Down Specify responsibilty Filter Think who should be i Sorting pi
9. By Date By Resource Owner Assignment Zo ewe Y Task List Filters gt Current Soi Hy i Common Hame ID Status In Progress Cancelled Normal High k Friority Actual Time Estimated T Date Range a Date Create Date Last M Highest Date Starter SO Urgent Date Compl By Resource Owner Assignment a VIP Task Manager User Manual 118 Setting filter by the Actual Time and Estimated Time fields To filter tasks by their Estimated or Actual time URRY Rae gza select Estimated Time or Actual Time boxes on Filters panel correspondingly from the first drop down list select whether the time should equal be greater or less than the value selected from second drop down list click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys drop down Current H y H7 Common Mame ID Friority Normal High Actual Time Estimated T By Date Date Range None Is empty Is not empty Date Create Date Last M Date Starter Date Compl By Resource Owner greater or equal between Assignment Setting filter by the Date Range To filter tasks by their Due or Start amp Finish Date select Date Range drop down box on Filters panel Status In Progress Cancelled
10. Database Manager General Databases Enable E Mail sending Hast Port Authentication User Password Check every Sender Mame Sender E Mail Apply VIP Task Manager User Manual 152 6 Select the type of authentication from Authentication drop down list None if there is no need in login and password while accessing SMTP Login if only login and password are required to access SMTP Login TLS if SSL connection is used to access SMTP Database Manager General Databases Enable E Mail sending Host smtp aol com a pom pm Fort Default 25 Muthentication Check every Sender Mame Sender E Mail 7 Enter user name for authorization into User entry field Database Manager General Databases SMTP Enable E Mail sending Host smtp aol com Port 587 lt Default 25 Authentication Login z ser jone Password Check every Sender Name Sender E Mail poly VIP Task Manager User Manual 153 8 Enter user password for authorization into Password entry field Database Manager General Databases SMTP Enable E Mail sending Host smtp aol com Port 587 he gt Default 25 Authentication User ee a a th Check every min Sender Mame Sender E Mail 9 Change time out value in Check every e
11. End and Page Down Page Up keys or select required page number in Active Page field on Print Preview toolbar using up down buttons The same actions are available via Go main menu Pitt Preview y 7 w Go VIP Task Manager User Manual 138 If you don t need margins on your page go to main menu command File gt Options and uncheck Margins checkbox or use View gt Margins main menu command E Print Preview 0 view Format is Design Ctrl D Rebuild Ctrl F5 T p1 AL i g i Zoom Parameters Load Crri o Zoom om ool with IntelliMouse Zoom eg Save Chrl 5 Sees Sue H Massuranent Links Margins Galo Defauk E tuto E Print Ctrl P Page Setup ID E Assigne 2 2 w Flat ToolBar Buttons Large ToolBar Buttons w Margins Bar Save your report using main menu command File gt Save If you want to load already existing report select main menu command File gt Load To print the report use main menu command File gt Print or Ctrl P keys E Print Preview 0 wiew Format ie Design Ctrl D LA Rebuild Ctrl F5 7 Ge Load ctrio E i Save Ctrl 5 Print CtrHP B M Options Close Print Preview Window using main menu command File gt Close VIP Task Manager User Manual 139 4 1 25 How to create
12. Export view To HTML i Import vVPAPIL Import From Outlook f Print Ctrl P Print Preview Shift Ctril P Exit 2 Right click on Task List grid and select Export View To Excel or Export View To HTML from drop down list enter export file name and path in Export File Name dialog Mame Status ka ID Info Complete Priorit Develop Make sure the proj e Edit Task Overview any key Delete Task Identify all concerr Consult a finance Duplicate Chri gE Change Status Pie aea e ng g Increase Priority Shift Ctrl Up Describe what each g Decrease Priority Shift Ckrl Down Specify responsibili Think who should b Filter b v Sorting a Ensure each team i 20 4 Loy Move to archive f f Form a group of pr 15 a Mo Hold a meeting with 10 j Mo Make your project f go ay Ure apse All List all the activities 0 Loy Write down depend Sending taskis by Email A A Hi Group tasks under Print task s Estimate how much time g In Progress 20 Print Preview Shift Ctri P Print Ctrl P T Identify activities that have Completed 21 Prioritize planned activities g In Progress z2 Export View To Excel h Make a communication plan 8 Created Zaj Export wiew To HTML VIP Task Manager User Manual 125 4 1 22 How to s
13. Select a Link or File and click on Save Attachment VIP Task Manager Start Up 14 2 2 2 Planning Resources Users can assign a resource or several resources to the task only if they are granted Administration Permissions see Setting Resources Also users can assign to tasks only those Resources which are granted Assignment Permission see Setting Resources If a Resource is not granted Assignment Permission it will not be displayed in the list of this window e Select Resource tab e Check Resource s New Task Note JE Comments 2 watch List lad General e Click Ok Administrator Backstreet boys Ernst Neizvestny Ivan Susanin Joe Black John Doe Elintor Ley Tolstoy Madonna Paul McCartney Ringo Star age Uk x a History Te z F r te Reminder Gi Attachments VIP Task Manager Start Up 15 2 2 3 Planning Time While scheduling a Task you can estimate the time this Task can take and make a more realistic timetable If the task should be done by a certain deadline you can set its Due Date Mew Task 2 Comments d gt Watch List a History A fe Reminder 2 Resources Attachments Hame VIP Task Manager Purchase Priority Task Group 1 Getting Started wt Fetimated Time Actual Time Complete 310 minut Que Date 4 a ie 2 hours DateTime Start Time Finish Time Mew Task amp Note Comments H
14. Comments Administrator at 12 04 2007 13 02 Please do this task as soon as possible John Doe at 12 04 2007 13 03 Comments missio Comments grid SOT Doe areon erso cant do this task now John Doe at 24 05 2007 13 51 It s very important to do it right now John Doe at 24 05 2007 13 52 wt Shall I put off my previous task k Right click on Comments grid allows to carry out following operations Comments vV Sort the comments in ascending order of the date vV Sort the comments in descending order of the date cea i tulsa sending DZ ooo v Copy all comments v Print out Comments grid contents v Preview Comments grid contents create and edit your own print design VIP Task Manager User Interface 65 Comments entry field m very important to do it right now Right click on Comments entry field allows to carry out following operations Come Undo v Undo last operation Redo Y Redo last operation Task Y Cut selected text Adm v Copy selected text Pie v Paste selected text in required place of Notes l grid i v Delete selected text Ok Y Select all text 2z Comments AE Task Tips e Double click on the space near Comments panel s toolbar allows managing toolbars commands and program options via Customize window Customize x eae 07 2007 17 44 3 Planning Bena Task List 07 2007 17 44 g d v Filters Task List Rename o7l2007 17 44 3 Planning
15. 103 2 Comments B WatchList Edit Reccurence Event time Stark 15 17 End 15 47 Duration 30 minutes 0 minutes Recurrence pattern 5 minutes 10 minutes Daily Every Je 15 minutes 0 minutes 30 minutes O Every weekday O Weekly O Monthly O Yearly Range of recurrence Mo end date Stark 27 06 2007 s End after occurrences End by 27108 2007 Remove recurrence To cancel task recurrence click Remove recurrence button User Manual 104 VIP Task Manager 4 1 12 How to set task reminder To set task reminder use following steps 1 Open New Task or Edit Task dialog 2 Select Reminder tab and check Reminder option 3 If you want to be reminded at exact date and time check At radio button enter required date and time using drop down box and up down buttons or keyboard New Task Comments d gt Watch List a History o Reminder OS El Attachments Before Resources 4 If you want to be reminded before exact date and time check Before radio button select Start Time Finish Time or Due Date from drop down list and select interval you want to be reminded before from corresponding drop down list correspondingly Mew Task Watch List 3 J W General Resources Resources Finish Time E B D
16. Date Compl Relative O Date O Range Yesterday Today Tomorrow Last Week Last Month Last ear This Week This Month This ear Next Week Next Month Next ear By Resource Owner Assignment VIP Task Manager User Manual 121 To display the tasks that were or will be created last modified started or completed by exact date at exact time or to display all tasks except exact date check Date radio button select required field from Equal drop down list and select required date in corresponding drop down box To display the tasks with Date created Date Last Modified Date Started or Date Completed from required time interval check Range radio button and set required period of time with the help of drop down time boxes Y Task List Filters gt Current yy g W Common Mame ID Status ln Progress Cancelled Friority Normal High ka Actual Time is not empty w Estimated T greater 0h 1Orri wt By Date Date Range Today Empty date Date Create equal 19 11 2007 ka Date Last M Date Starter None Date Compl Relative Toy OOO By R Owner Assignment O Range PMR egual 971172007 less less or equal greater Pe greater or equal Y Task List Filters Current Common Mame ID Status In Progress Cancelled Fri
17. Sort tasks in descending order by selected column gt Clear sorting by selected column ste Actua al Sort Ascending d 2008 Sort Descending asia Clear Sorting 2008 ted 2008 fea croun Ey This Field laa Group By Box ted I 2008 ress E Pona 2008 E Foot J I roup Footers ae Remove This Column 006 el Field Chooser 1 Align Left 200g 4 Align Right 008 Align Center 2008 ia Best Fit 2006 2006 Best Fit all columns gt Hij Gina fans VIP Task Manager User Interface 37 gt Remove selected column from Task List grid al Sort Ascending lt Sort Descending nistrator Aer ee E Group Footers Remove This Column Field Chooser Clear Sorting Group By This Field Group By Box Alignment Align Left Align Right 4lign Center Best Fit Mi 0 i ia Best Fit Call columns gt Add or remove columns to Task List grid 2008 008 008 008 008 008 008 20106 20106 20108 0108 006 e006 A Actual Time Ti eal Sort Ascending Owner Sort Descending thom 66 Clear Sorting dministratc 1h Om 68 Administrate thom Group By This Field thom 70 cen eveme hamna Oh S m ydministratc Footer ham zal fna Group Footers hom ygministratc Remove This Column h sdrninistrate ef Field Chooser ean Alignment ydministratc hom Align Lef
18. 0 008 sizes O Right click on column header select Remove This Column UUL d aili Alil Group By This Field Group By Box T a it afan T Ww m ANIH ATINA AT A A A Alil i Mi ag M HD Allir aiii F Alil Alil VIP Task Manager Start Up 27 2 5 Step 5 Reporting 2 5 1 Exporting Users can export Task List and Task Tree view to HTML and MS Excel to add this information to their reports or publish on corporate website A C Documents and Settings WserWesktopWhtitled 2 html Microsoft Intef Ei Microsoft Excel vip_tm_export_view xls i Purchase VIP Task Manager E D E Priority Status Complete File Edit View Favorites Tools Help Number Mame nimo Mame priy ae Corrplele aid 1 Destroy competitors records Highest In Progress 15 1 Destroy competitors records Highest In Progress 15 2 Buy all the radio airtime Low Canceled 100 2 Buy all the radio airtime Lowa Cancelled 100 4 3 Sell songs free of charge Urgent In Progress 25 3 Sell songs Free of charge Urgent In Progress 25 Yo 5 i 4 5end songs by e mail Normal Draft i U Yo Senden by ial Normal Draft 0 B i 5 ane aul songs an the streets High Completed i 100 T 6 Give live concerts in Central Park Norrral Draft D 5 Hand out songs on the streets High Completed poe ar 7 Correlate song price with oil price Normal Verified 100 6 Give live concert
19. B ae e Data Levels d Frijgity select value H Complete H Data Customize Chart hil Colunn diagram 1 Highest Left click on Select value drop down list to select one of the values of Priority field that the tasks of selected task group have or click on the corresponding diagram for this value For example you select Low priority and in that way you diagram the values of price field for each value of Complete field of the tasks with Low priority Charts price None i Complete VIP Task Manager User Manual 148 Left click Charts le F Ed Et price None Mn w a _ Cata Levels Complete select value Customize Chart hil Column diagram O price By selecting definite value of Complete field from corresponding drop down list or clicking on the diagram for this value e g 10 00 you will diagram the price value of the tasks that have selected Complete value 10 00 Charts E oy price Bone vo Min w Se etiam Select value i 10 00 h 50 00 5 FP a amp A D 10 0 50 00 t VIP Task Manager User Manual 149 Charts B E E price None o Mn w Customize Chart Discuss the plan il Colunn diagram O price You can return to required data level by selecting corresponding field on Data Levels box or right click
20. Complete Due Date Start amp Finish Date Assignments the names of resources selected task is assigned to Attachments the types names descriptions of attachments of selected task Notes notes of selected task Comments comments of selected task History a history of task changes and Report options Data sections AT V General dz Comments on History ATF format HTML format VIP Task Manager User Manual 170 Tips of To quickly select all data sections click on button oo To quickly uncheck all data sections click on button 3 Select RTF radio button to make RTF report or HTML radio button to make HTML reports of the task Report options Data sections wh i General Comments z Assignments on History RAE Attachments SM Notes 4 For HTML reports select required template from Templates drop down list This template defines the view of the report Report options Report options Dala chong Dala sechons AE General wall General i d Assignments a F History 2 id Assignments gr F History a e Altechmernls ul e Altachments gt F Moles gt F Moles C7 RIF format Templates Defauk lt eCDeakch A Laj i f mba E ban Note e Youcan create your own templates go to the folder with VIP Task Manager product by default it s path is C Program File
21. Created a 3 3 Planning The a coed Planning The 3H Created Planning The g In Progress Planning The g In Progress Double click fe EY Atta ee Tas Task group re 1 Getting 5t 1 Getting St 1 Getting SE 1 Getting 5t 1 Getting St Joc w E VIP Task Manager User Interface 56 3 Notes Panel Notes panel features tools for creating editing and deleting task notes By default Notes panel is located at the right bottom part of application window o E E BR WhicrosoftSanstv 20 w Task 42 Review the items on the critical path ry to find tasks where you can pulltorvard start dates F Notes Ha Comments lga Attachments Resource Assignment oc Task history Tips v To activate Notes panel select required task and press Ctrl Alt N hot keys v To display or hide Notes panel use main menu command View gt Panels gt Notes VIP Task Manager Standard User Adminis l File WETA Tools Help Toolbars E l el p Y a a gt Task List Groups Columns ale Y Task List Filters Teg z a G G Emo tes p Ee Company 25 Comments a Dlanmnminn mraiari i v To move Notes panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it i T D 2 EJ Notes iS B Ho BB F Microsoft
22. Decrease Priority Shift Ctrl Down Move to archive Export Printing Sending taskis by Email VIP Task Manager User Manual 115 4 1 19 How to group tasks Tasks can be grouped by any column by several ways 1 Right click on column header and select Group By Box from drop down list then drag this column header and drop it on the space above Task List grid Sort Ascending E A sort Descending Chaar Sorting pers Dreg a g m eah hae Bo can be Pil coun P r i Tefo 7 f List althe acties in ld Created F 9 inate hoer h tee pil In Progress rm 1a i 2 Estenate how much time p in Progress 3 F Hdertify otites that A Completed a gt Identify activities that Completed Y imbina Crested i 23 d Mahe communication O Created zo Aapomtateammember Completed Appoint ateam member Completed a dl Make a Gantt chart to CS In Proress 27 g Mahe a Gantt chart to pp in Proges ng agrisada crested i 28 Mahe a indestore plan Created 5 Check the project by the pi In Progress 29 Check the project by the p In Progress 2 Right click on column header and select Group By This Field from drop down list F aa _ Comey 9l Sort Ascending o ls el Sort Descending pe L 10 4 Clear Sorting ted d kee Group By Box ted ress mE Footer F ee m Group Footers Remove This Column ari Field
23. Ensure each team Moye to archive Form a group of Hold a meeting with a sii SFO 105 Afnan ae WOU project List all the activities ir in write down Sending taskis by Emap E i Group tasks under eer sy al User Manual 157 VIP Task Manager Note To select several tasks simultaneously click them while holding Ctrl or Shift Gf the tasks are one by one key 16 Check data section you want to be sent with the task General task name priority task group Setting parameters for sending tasks via E Mail this task belongs to Estimated amp Actual Time Workflow Status Complete Due Date Start amp Finish Date Assignments the names of resources selected task is assigned to Attachments the types names and JP Y General descriptions of attachments of selected F Assignments task Ai Attachments Notes notes of selected task ata Notes Comments comments of selected task 22 Comments History a history of task changes Histo Tips To quickly select all data sections EE click on button T ickl ncheck all data sections click on button Also send attachments 17 Check Also send attachments option to send the files or links attached to selected task together with the task Setting parameters for sending tasks via E Mail Ed wv General h Assignments dd Attachments es Notes d Comments a E History PO
24. High w Actual Time is not empty wt Estimated T greater 0h 1 r ka By Date Date Create Apply to task range and due date w Date Last M Date Starker None Date Compl OPelative Today Obas eas gt fara Range 21 02 2008 to 21 02 2008 k d Febuary P v Show empty date M Tw TOFS By Resource Owner Assignment Oo P S Setting filter by the Date Created Date Last Modified Date Started and Date Completed fields To quickly set a filter by the Date Created Date Last Modified Date Started or Date Completed fields select Date Created Date Last Modified Date Started or Date Completed drop down box correspondingly on Filters panel To cancel filter by this field that was set earlier check None radio button To display the tasks that were or will be created last modified started or completed by definite time or during the definite period of time check Relative radio button and select required date or period of time from corresponding drop down list Y Task List Filters Current k E Ay he E Common Mame ID Status ln Progress Cancelled Friority Normal High ka Actual Time is not empty ka Estimated T greater 0h 1 r ka By Date z Date Range Today Empty date Date Create equal 19 11 2007 wt Date Last M O None Date Starker
25. I Priory Urgent o Your Company aor Projects 15 Develop promotion pan age VIP Team Pre 19 Test Beta version EP New Product Priorky Highest gal New Site LaL 16 Analyze al the risks Daily work 25 Analyze al the risks Drag amp Drop column headers to group tasks VIP Task Manager Start Up 23 2 4 3 Applying Filters After your employees or your team members received notifications about tasks assigned to them and started working on their task they can update the tasks Once they made any changes in tasks you will receive notification about that as the task owner so you will be able to track your company progress The program allows users to track Tasks status of accomplishment time left till deadlines actual time spent etc Database may contain thousands of Tasks so we strongly Task Groups B 7 ed recommend all the users to apply filters that help to focus on actual T oP e tasks 3 r Filter You can set filters for a certain Task Group you or your team is Fie fourCompary Name O working on at the moment Shige Marketing 0 iar Agressive 3 Direct i e Select a Task Group in Task Groups panel e P P5 p Eher Sales 0 US Market e Click on Set Filter button gA Worldwide E on Products Filters panel is a powerful tool to display tasks with a certain names Y Task List Filters DEJ numbers statuses priority date range owners and assigned My eS r
26. LASS nipa EENE EOR EERS 127 How TO cteate now TASK MONEE orsina EE E RE EEEa S 139 How to place the task to archive and return it back suusunsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn 142 How to duplicate Me ASK iina hnne EEA EEA EEEE AEE EEEE EE REE 143 How to create links to the tasks from other applications ccccccceeeeee cesses ee eeeeeeeeeeeeeeeeneasneeeeeeeeseseeneanaeaaseeeeeeeeseasenanes 144 How t make graphic reports ONG tasks sisirin nae aE A AE EEE nde sanseauayenisebuekenaadbaacaeys 145 How to Send the tasks Dy email miini annn ces ueanssusetsecaatiwsesanasbeainicannssaecainaciasedes sapteasatanatnetenteuateeatdeinwabmawtened 150 How to SENG notifications Dyemak s csceccc ccs cessed cess sire sess uensceccuctansseacteedsapenaniie AEAEE sakateabimauataudevamiesmasmecabuaaweceubeteenes 163 How to import irom MS OU OM sis sicticsssict a setncc nde accutas aaa aaa A AES A a A A 164 How to assign a task to its owner by Ce Tay acess cdc oes acess earedunayeacusnsaunncubenesacissencinhsicth denunieaiavaveanbeineesnsaabiavineiaks 168 How to make HTML or RITE reports o tNe 1aSKS eeeeeeeeeeeeeeeeeeeeenenanseeeeeeeeesnnenaeaasnaseeeeeeeeseaenonanaasaeseeeeseeaeananaanans 169 Aad GC e eee me ee eo E en meer cane meer Siena ae 172 HoW tO create CaS HCD sises eaaa EAEEREN deh an be EAEE aie enh ne name ENNA ERASER R EEEE 172 MOW CO SOLTA SK OTOU siai aE E aE EE E DEEE ESE 173 EA E e
27. M Task Groups Iv Motes Delete M Attachments Iv Notify Events Reset Grants M Resource Assignment i Comments dz Comments d ttachments 3 Resource 4ssignment io Task history e Double click on Comments splitter allows to display or hide comments entry field VIP Task Manager User Interface 66 Comments a ES cant do this task now i Comments if x s rn JF i WR 1 u E ee IY To close the panel click on button at its right bottom corner To make the panel auto hidden click on button at its right bottom corner To maximize the panel click on El button at its right bottom corner To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 67 3 9 Resource Assignment Panel Resource Assignment panel features tools for creating editing and deleting resources and assigning them to tasks By default Resource Assignment panel is located at the right bottom part of application window nal ru resins t es ee ee ee r T ee a t r Lapeer penar Lra lll mO N ce nL ae 38h 15m Zz e Ed k group 1 Department Job title g Started Administrator M JohnDoe nko O O E Trei i ij Ernst Weizvestny Development g Started Joe Black tink a Attachments Resource Assignment Task histor Started Attachments Task history Tips v To display or hide Resource Assig
28. Pie diagram COMPLETE Quantity GB John Doe E Paul Smith gt Notes Comments co Task history d Attachments GE Charts Resource Assignment The following table describes each of the Charts Toolbar buttons ee Print out the diagrams Preview the diagrams create and edit your own print design Select the field for creating the first diagram Total Amount Select the field for creating the second diagram Select the type of calculation that should be displayed on the diagram E Add or remove buttons to Chart Toolbar Tips v To display or hide Charts Toolbar use main menu command View gt Toolbars gt Charts VIP Task Manager Standard User Admini File WESA Tools Help Panels j we Filters Task List Columns j we Task Groups ia a Attachments jed v Notifications sg w Resource Assignment Customize v To move Charts Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need VIP Task Manager User Interface 85 Charts p a Complete Quantity Avera _ Data Levels es v To take Charts Toolbar out its default location and vice versa double click on it Charts Data Levels paul smth Jp Resource al Double click 9 Complete Avera Customization zone Customization zone is located under Charts t
29. Preview Cards Charts Preview Caption Ford Eiter Bar United States On Every Page Caption CRD SE Quattro al i lw Headers Land Rover ars G4 Challenge ROVER lw Footers Z Title Properties Es Cancel Apply 3 In Format Report dialog on Behaviours tab check corresponding option if you want to print only selected task expand all groups or set report size equal to visible print region alternatively right click on the page and select Fit To Page from drop down list or select main menu command Format gt Fit To Page Preview the settings in Preview window at the right part of Format Report dialog or click on Apply button to see the full screen preview VIP Task Manager User Manual 132 4 Format Report view Behaviors Formatting Styles Preview Cards Charts Preyicu Selection 7a CD lW Process Process Selection Mites wedi Expanding a eee Be oF Jw Auto Width m Title Properties 4 In Format Report dialog on Formatting tab check corresponding option if you want to print one group per page or select required style from Look and Feel drop down list if you want to change it Preview the settings in Preview window at the right part of Format Report dialog or click on Apply button to see the full screen preview Format Report View Behaviors Formatting Styles Preview Cards Chart
30. Resource really needs to Task Change Finish time receive The Resource can check Notification types Task Change Name himself when he starts using the software Serna n EA Edit Resource Ome Task Change Complete Task Change Due Date Task Change Estimated time BIBIEE e Select Notifications tab o Check appropriate Event Types a Ok e Click OK You will be asked if you want to create a personal folder for each new TaskGrous GQ user Click Ok if you want to Your employees or team members can Teee use these Task Groups to manage their own tasks or any small tasks that 2 ee don t have to be in the common Task Groups This will help youavoida 9 K mess in Task Groups panel and Task List view Each user can easily set e e filter to see Tasks in his personal Task Group and in common Task 2 o Groups ex Marketing Sales etc but not in a personal Task Group ofa Stage 2 0 certain John Doe If you want to know how to set filters see in Step 5 e Stage 3 0 Tracking and Reporting oe r Dally Paton ion Eob Marli Faa Phil Collinz Start Up 10 VIP Task Manager 2 2 Step 2 Planning 2 2 1 Planning Tasks All users granted Permission to create edit and delete Tasks and Task Groups can take part in planning company activity using Task List Task Tree and Calendar view If your company workflow supposes that only managers may plan work for the staff the
31. Sans sw 20 wo b OF Task 42 Review the items on the critical path ig Started 1g Started a Started I Notes Comments fa Attachments Resource Assignment a Task history VIP Task Manager User Interface 57 Y To take Notes panel out its default location double click on its tab Mote pA i Comments d Attachments 2 Resource 4ssignment a Task history To return Notes panel to its default location double click on its title Comments a 7 ag Notes F r S a E y a m E Faj H F Microsoft Sans 20 w E E Try to find tasks where you can pull forward start dates i 22 Comments dl Attachments 2 Resource Assignment oe Task history Notes Toolbar By default Notes toolbar is located at the left top part of Notes panel a7 g Try to tng tasks where you can pull forward start dates Add a new note to task VIP Task Manager User Interface 58 Add or remove buttons to Notes Toolbar Tips v To display or hide Notes Toolbar use main menu command View gt Toolbars gt Notes ll Motes Ele Company eal Attachments ail 1 Getting Skart Y v Notify Events 4 v To move Notes Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need VIP Task Manager User Interface 59 Hrs om s amp gla
32. Scaling Preview Top 12 70 mm a Bottom 12 70 mm Left 12 70 mm Right 12 70 mm Header 6 35 mm Footer 6 35 mm Restore Original Center on page Cancel 4 In Page Setup dialog on Header Footer tab enter left centre and right header and footer titles or select predefined information from Predefined Functions box set headers and footers font background vertical alignment Click on Print button if you are ready to print CA Page Setup Page Margins Header Footer Scaling Header Font 8 pt Tahoma Background Mo Fill Header Title right Header title left Header tithe center Footer Font 8 pk Tahoma Background Mo Fill Footer title center Footer title right Footer title left Vertical Alignment Predefined Functions e o ma amp fl a cm 5 In Page Setup dialog on Scaling tab enter percentage page scale of normal size by checking Adjust To radio button and selecting required value in corresponding entry field with the help of up down buttons To divide your task list into required amount of pages lengthways and in width check Fit To radio button and enter required values in corresponding entry fields using up down buttons Click on Print button if you are ready to print VIP Task Manager User Manual 137 EA Page Setup Page Margins Header Footer Scaling f Adjust To j normal
33. al Comments d Attachments Task history Resource Assignment Toolbar By default Resource Assignment toolbar is located at left top part of Resource Assignment panel VIP Task Manager User Interface 69 Resource 4ssignment le E39 Department Job title John Doe unknown Unknown O Ernst Neizvestny Development Joe Black unknown d Attachments 2 Resource Assignment AE Task history The following table describes each of the Resource Assignment Toolbar buttons Edit selected resource s Delete selected resource Add resource information fields to Resource Assignment panel Add or remove buttons to Resource Assignment Toolbar Tips v To display or hide Resource Assignment Toolbar use main menu command View gt Toolbars gt Resource Assignment VIP Task Manager Standard User Admini Toolbars Task List _ _ Panels j ve Filters Task List Columns j iv Task Groups ms G Motes wf Attachments Notifications oy o Developing pro Resource 4ssignment 5 Starting pro s Comments v To move Resource Assignment Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need Resource 4ssignment F Ivan Susanin VIP Task Manager User Interface 70 v To take Resource Assignment Toolbar out its default location and vice versa double click on it Resour
34. button to see the full screen preview Format Report Wie Behaviors Formatting Styles Preview Cards Charts Options Presse Marifactirer Data New e United Eangdom Title Properties VIP Task Manager User Manual 134 7 In Format Report dialog check Title Properties button or use main menu command Format gt Title if you want to name the report in Report Title dialog select whether your title will be on each page or only on first one from Mode drop down list on Text tab enter required title on Properties tab set title colour font and alignment Format Report Wie Behaviors Formatting Styles Preview Cards Charts Options Preview R7 Visible Cars yi Mamac taar Dala Max Line Count 5 p Hame Logo BMW Termary Ford United States udi Title Properties Report Title Mode n Every Top Page ext Properties h W Transparent Color F Fant 14 pt Times Mew Roman Bold Adjust on Scale Alignment Horizontally Center Vertically Center Restore Defaults Cancel VIP Task Manager User Manual 135 8 Click Ok To set up page properties open Print Preview window and use following steps 1 Open Page Setup dialog by using main menu command File gt Page Setup Page Setup button on Print Preview toolbar or rig
35. ceirauesiesusestete susan cers ceucecwecueestcuseseeseneuesusedecuusescstesetecevessseevevssesace 31 Mie og a ee nee eee ee eee oe ee eee eee on eee a eens 33 A Task GROUP Sie ANON usien a REE Eas 41 5 Fillers Panelis o a 46 INES AU ONS PANG E 51 7 Notes AN areas tec wae ae cesses cere sete aitmcisinee cui saute eben ence vec beu nce eteaeee ue eeesexesendsre caueesdeanceseesasetecsectiease 56 8 Comments carcasses sett sce seca sa teeter a sone encceecewecenedoeeucetcecgeucetedesueceecseutoswacetescaseediceaueecaees 61 9 Resource ASSIGNIMNGIIE Pale lasi aaRS aia 67 10 PRAGA Ne Neste cee attest cate cca eet ae asic cise seniors be cena w ee eantieani eae senesiieeciieenesteeensscudeveceacateee 72 MA Task ALON Fe A cesta ees ate ticbcts tee eaten a petietde E 77 12 Charts At cathe cesta werent hercein cin ce dude aatdast enon cineuats e ttaecnsentwaueaacien did qnqesieasadiesnteneaedcuuwedusdaswenuaatacetesatas 82 Part IV User Manual 89 SS eee ciee eee scree see ce sce cote einen ea OE a e E 89 How to create a NEW NASM acrior E AEEA RA ia AAR 89 FIOW TO COU TASK siener iae E Ea 90 How to delete CS isco sachets AE E x aAA 91 HOW to SGU CHANGES TASK DIMOY sa sssiintce 2s cnantessnsabanicadtanspaceaeccusecnedsinnetnaneanantSncknnnncs kenaanessadanarsaeswiaiepanssnnacdinaisanncniaieansasehnk 92 VIP Task Manager Contents HOW to SEU CI ANGE CASK OTOU cE R EE AE E 94 How to set change task Estimated or Actual tim 0 0 00 c
36. create and edit your own print design oO VIP Task Manager User Interface Print out comments grid contents Switch comment panel layout from horizontal to vertical and vice versa TE Sort the comments in ascending order of the date F Sort the comments in descending order of the date E Ctrl B Set text bold font z Ctrl I Set text italic font Ctrl U Set text underlined font Alt L Set text left alignment Alt C Set text center alignment Alt R Set text right alignment Enter the text in form of bullet list E Decrease text font size one point Increase text font size one point a l Set text font size Set text font color Add or remove buttons to Comments Toolbar Tips Y To display or hide Comments Toolbar use main menu command View gt Toolbars gt Comments VIP Task Manager Standard User Admini v Task List Panels j Ww Filters Task List Columns j w Task Groups rica Nokes ne Attachments w Notifications i v Resource 4ssignment Fhe Orders E Tesi VIP Task Manager User Interface 64 v To move Comments Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need Comments DEJ Task 16 Make your project planning checklist v To take Comments Toolbar out its default location and vice versa double click on it
37. describes each of the Task List Toolbar buttons Ce e eee Le Ce O ee E a nes aes button is available if Manual Move the task one position down button is available if Manual sorting button is activated Refresh the tasks on Task List grid Always expand all task groups when the tasks are grouped by any column Expand all task groups Collapse all task groups None hide tasks notes and custom fields Note as plain display tasks notes as plain text on Task List grid Note as RTF display tasks notes as RTF on Task List grid VIP Task Manager User Interface 34 w a Select the columns that will be visible on Task List grid EE E a Add or remove buttons to Task List Toolbar Tips v To display or hide Task List Toolbar use main menu command View gt Toolbars gt Task List VIP Task Manager Standard User Admini SESA Tools Help Panels Columns v To move Task List Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need VIP Task Manager Standard User Administrator DataBase task File wiew Tools Help he e amp oF tl Gle E air 6 Task Groups on Task List al 4 EJ Ed Current filter Task Group is any of 2 Ser Da d io cg G wA Drag a column header here to group by th v To take Task List Toolbar out its default location
38. down lists on Charts toolbar Charts Sum T 4 If the tasks are grouped by any field you can display the sum minimum maximum quantity and average value for task field on the diagrams Select required operation from corresponding drop down list on Charts toolbar Charts 5 Select required type of diagram from the drop down list in the right upper part of Chart panel Ln Column diagram Customize Chart Ee Bar diagram Line diagram b Area diagram Pig diagram _ Ben Complete 6 Click on Customize Chart button check those diagrams that you want to display and uncheck the rest ones From Sort by drop down list select the field you want the diagram to be sorted by and VIP Task Manager User Manual 184 click on the button nearby to select the type of sorting ascending or descending Customization Series Data Groups Options J price P complete K price le j Select Data Groups tab drag data level that you want to hide and drop it to the empty space on Data Groups tab To display data level that was hidden earlier drag it on Data Groups tab and drop it where you need on Data Levels box a Complete se Cuantit eS P 2 Y Customization m Series Data Groups Options jata Levels Status DefaultiIn Progress j PE a l A Pity select value hor Motes k Comments a Task history A At
39. drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it Ber Company 0 Normal 0h 0m John Doe Joe 19072007 17 44 3 Planning o iE E Comments ting Starter ting Started ting Started ting Started v To take Comments panel out its default location double click on its tab VIP Task Manager User Interface 62 Comments DETS John Doe at 24 05 2007 13 52 Shall I put off my previous task Ww Notes al Comments r Attachments EN Resource 4ssignment a Task history ai To return Comments panel to its default location double click on its title Attachments Doubleclick gt et Comments k Administrator at 12 04 2007 13 02 A Please do this task as soon as possible wt OAA ee PTEE e amp m B I Tp EDL 8s vy Yes E Motes dl Attachments a Resource Assignment ce Task history Comments Toolbar By default Comments toolbar is located in the middle of Comments panel above the comments entry field Comments DEJ Administrator at 17 04 2007 13 02 Please do this task as soon as possible John Doe at 12 04 2007 13 03 cant do this task now The following table describes each of the Comments Toolbar buttons Ctrl S Add new comment to task comments section ix a Cancel the changes in Notes entry field a Preview comments grid contents
40. drop down list in New Task dialog while creating a new task Hew Task Comments Watch List i Histon i i ica Reminder et Ey Resources mese EET re Complete DatetTime Start Time Finish Time ine 7 JE aE To change task priority use one of the following ways 1 Open Edit Task dialog and select required priority from Priority drop down list Edit Task 103 Comments d gt watch List oo History Reminder Resources E Attachments DatetTime Start Time 25 04 2007 v peo DalDay Finish Time 257042007 w ETE EE 30 E a v VIP Task Manager User Manual 93 2 Select required task and click on Decrease Priority Increase Priority buttons on Task List toolbar amp VIP Task Manager Standard User Administra File View Tools Help e eye Et lal Task Groups o Decrease Priority Shift Ctrl Down a o gt ia Te 3 Right click on required task on Task List grid and select Decrease Priority Increase Priority from drop down list pe Mew Task Ins k W a Edit Task F4 t a iy Delete Task Fis sure Duplicate Ctrl D w al Increase Priority h Shift ctr U0p We Decrease Priority SniFk Ctri Down eb Mannal Saortinn Crrl4n VIP Task Manager User Manual 94 4 1 5 How to set cha
41. drop it to required resource on Resource Assignment panel Form a group of project managers ria 15 be In Progress p val The savo3 2007 ook y meeting wth al concer r a a Toy esS Defin ma paiaf200 Make the cals 0 4E Oroit ex Defining The 18 06 2007 Discuss the marketing olan i 0 Paver 2 Defining The 114 0642007 drac 0 gum bt ice A ssagnimert B john Doe a Lipirea O ivan Susann pads C Emst Netzvestry Dewelopmer A Joe Back iz iC Paul MeCartney Develegmer WB Notes Be Comments 2 Resource Assignment ge Task history li VIP Task Manager User Manual 107 4 1 14 How to attach files or links to the task To attach files or links to the task use the following steps L 2 3 4 Open New Task or Edit Task dialog Select Attachments tab Q Click New attachment button or press Ins In Edit Attachment dialog select File or Link from Type drop down list to attach files or links correspondingly Enter file path or link URL into URL entry field or choose required file manually by clicking on button Enter required description to the attachment in Description entry field Click Ok 7 es a E N Note Comments l i Histor General f Reminder Description Edit Attachment URL C Anco
42. may start with Draft Status when task is outlined but not scheduled assigned communicated etc Then it becomes Created i e scheduled assigned to Resource and Notification of it is sent to all concerned When the Task is being handled by assigned Resource it has In Progress Status Sometimes it may be Cancelled When the Task is Completed by assigned Resource it can be Verified by Owner or Supervisor Each company has its own workflow so you can create your own Task Statuses edit or delete those set by default Edit Workflow Como Created In Proges v Cancelled Menu Tools gt Edit Workflow VIP Task Manager Start Up 8 2 1 2 Setting Resources Your company resources may include any human resources available ex employees partners contractors etc 1 e all concerned however we advise you to add only people users who will use the program in the LAN Resource Assignment le Ed i te W rie 15 Hold a meeting with all concerned Department Job tithe Administrator John Doe Unknown Unknown Ivan Susanin guide guide Erst Neizvestny Development Developer Joe Black Unknow E E SS Notes Comments io Task history di Attachments Resource Assignment Click on New Resource button General tab allows you to enter some Resource information such as name e mail department job title address and phone number If a
43. new task workflow To create new task workflow use following steps 1 Select main menu command Tools gt Custom workflow VIP Task Manager Standard User Ac a Options Fi ar Task Groups orm rask ost E cal Fa 2 Click on New Status button on Edit Workflow dialog toolbar or press Ins key Edit Workflow New Status Ins Ache mplete relat Complete Notification PML statu Color Craft LI Off None a Created On Created M In Progress On Open Sa Cancelled On Cancelled BM Completed 100 On O k a Sen 2 3 In Create Status dialog enter new status name and check Complete option if you want to connect task status with of task completion To connect strong value with this status check Strong value radio button and select required value from corresponding entry field using up down buttons or keyboard To connect the range of percentages with this status select Range radio button and required percentage range from corresponding fields To set a font colour for this status select required colour from corresponding drop down list of find it in Color drop down box To set font image for this status BMP 16x16 pixels right click or double click on Image box and find required image file In case you import a database from VIP Team To Do List you can associate the Status with the one from VPXML Status list by selecting required V
44. of pop up or the time period before Start Finish or Due Date and then select the Resource s to be reminded of the Task Mew Task Ei Mote a d gt watch List a History i General Resources d Attachments 1 Reminder At 10 10 2007 Before Start Time Ww Start Time DueDate h Select Reminder tab and set Reminder New Task __ amp Note General Reminder Histo dl Attachments E gt watch List 2 Resources 22 Comments i Reminder Oat 10 10 2007 Before Start Time Ww wt wt Resources Administrator Backstreet boys Emst Neizvestry C Ivan Susanin Joe Black John Doe Kirkorov Ley Tolstoy Madonna Paul McCartney Ringo Star Check Resources to be reminded of the Task VIP Task Manager Start Up 18 2 3 Step 3 Communication 2 3 1 Sending amp Receiving Notifications The program can automatically send notifications to all concerned with the task In case you don t want a task notification to be sent automatically you should select a status where notification mode is turned off like Draft Status see Setting Workflow Notifications can be sent each time there is a change in the task
45. of the task in ID entry field on Filters panel click on Apply Filter 9 button on Filters toolbar or press Shift Ctrl T keys Common Mame Current ka jevelop a business case SY Filters Task List a ma by r ee 2 s Apply Filter For Task List ShiFEpCEI T le Ea GA E Hr amp 4oply Filter For Task Lisk Shifk Ctrl T VIP Task Manager User Manual 117 Setting filter by the Status field To display the tasks with definite statuses select required statuses from Status drop down box on Filters panel click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys ojo oo Press button to select everything and a button to clear Setting filter by the Priority field To display the tasks with definite priorities select required priorities from Priority drop down box on Filters panel click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys ojo oo Press button to select everything and aa button to clear Y Task List Filters B By Date Current Aa he Wa r Common Mame ID Status In Progress Cancelled o0 m oe L Draft re Created E Date Range 3 Cancelled Date Create s LJ Completed Date Last M C Verified Date Starter Date Compl Actual Time Estimated T
46. or right clicking on the diagram in series 8 Print out required diagram or preview it and create your own print design by clicking on Print or Preview button on Charts toolbar correspondingly Charts gt price None ss Mn B Print Data Levels Priority Normal H Complete 40 00 HABEIS VIP Task Manager User Manual 188 4 3 Resources 4 3 1 How to create a new resource There are several ways to create a new resource 1 Click on New Resource button on Resource Assignment toolbar Resource Assignment ht resource ae Name 2 Right click on Resource Assignment grid and select New Resource from drop down list Mame E Ley Tolstoy F _ John Doe EM New pesource Kirkorov p Edit Resource 3 Double click on Resource Assignment grid VIP Task Manager User Manual 189 4 3 2 How to edit a resource There are several ways to edit a resource 1 Select required resource and click on Edit Resource button on Resource Assignment toolbar Resource 4ssignment Edit Resource Name 2 Right click on required resource on Resource Assignment grid and select Edit Resource from drop down list John Doe E Mew Resource Kirkorov AE Rare Rarkekreek howd e gt Delete Beecnirce 3 Double click on required resource on Resource Assignment grid Tip To edit current resource setting select main menu comm
47. rename it if you want VIP Task Manager Start Up 6 Edit Folder WP General 2 Resources Note Watch List Taklit Grows BFE tim Ke oR es Tes ious Task List Groups DEJ of ep Ta ma z w E Select Task Group Click on New Group button Enter Name of Task Group and click OK If main Task Groups are not enough you can create sub groups the same way you created main ones Edit Folder fx General 2 Resources ii Nate y Watch List of of Fa Ge Eig Company E iar Company ior Departments iar Projects e Departments e Projects coo ald aa Clients ion Clients Select a Task Group Click on New Group button Enter Name of Task Group and click OK Another important thing you should do is to create personal Task Task Grous E7 g Group for each team member They use these folders to manage ge e w minor tasks ex the tasks they should do to complete the tasks assigned to them by their manager By default no one else except lt of ot fa oe i for that particular user will be able to see his or her Task Group and 5 e Pa tasks in it Let s not do it now as there is an option to create these 7e a pane o Task Groups automatically when adding new users see Setting A Stage 2 0 Resources oa Stage 3 0 o Tom dons w Dally Paton w Bob Marli K w Phil Collinz VIP Task Manager Start Up 7 Task workflow
48. s attributes like Name Priority Status Due Date Start Time Finish Time Reminder Attachment Note etc Notifications panel displays received notifications which are checked for each Resource individually in Notifications tab of Resource dialog see Setting Resources gt Notifications DEJ Date Created Creator 1814 Ordered a march 15 2006 10 58 4M Administrator 1797 All the songs should be about love 6 1 6006 10 58 4M Administrator 1780 Try to omit the rhymes tonigh so right miss kiss 6 1 62006 10 56 4M Administrator 1763 Leave more music writing for outsourcing 6 15 2006 10 55 AM Administrator 1746 Reduce time to 2 minutes for a song 15 2006 10 57 AM Administrator 1729 Translate songs into native languages 6 15 2006 10 47 AM Administrator Notifications panel at the left bottom of the screen Notification panel allows users to mark selected or all the Notifications as read E gt Notifications Notifications Mark all As Read Shift ctrl 0 Date Created Date Created I 1848 Wants to take part in the orchestra 8 1 5 7006 11 00 AH I 1848 Wants to take part in the orchestra 871572006 11 00 AM 1814 Ordered a march 015 2006 10 58 4M 1814 Ordered a march 6 1 6006 10 58 4M 1797 All the songs should be about love 67 6006 10 58 4M 1797 All the songs should be about love 67 6006 10 58 4M 1780 Try to omit the rhymes tonigh so right miss kiss oT 5 2006 10 56 AM 1780 T
49. sendor ma 12 07 2007 1E3654 John Doe l Getting st L Jorn berre Task has been deleted Re Ringe St 84 Get the business case approved by senior ms 12 07 2007 LEZES2 John Doe 1 Getting st O Madonna Due dale 6 DO gt a rekor ov 84 Get the business case approved by senior mi 12 07 2007 12k John Doe 1 Getting St m Lew Tolto Task was created Ekaa 82 Get the business cose approved by senior mu 12 07 2007 ZHI John Doe 1 Getting St 4 O Comments a oO Tips v To display or hide Notifications panel use main menu command View gt Panels gt Notifications a Comments a Dlannina memes v To move Notifications panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it z g Make a Gantt chart to 3 Planning The ie In Progress ep Horm Estimate hows mach tim Es Planning The we In Progress Lo tea berry z Date Created ce approved by senior me 12 07 2007 ear ae S Comments qe Task history Aata et n oeras End D VIP Task Manager User Interface v To take Notifications panel out its default location and vice versa double click on its title Ser ews Date Range 3 i 18 Group tasks under 3 Planning The D Created a sate etl 23 ao Tien 3 Planning The ah created o Date Create ve It r Doub e a r Data Last M a is i click J 3 Panning The Completed E 3 By Rescerc
50. size i pagers wide by 10 tall You can display thumbnails in the left part of Print Preview Window using Show Thumbnails button on Print Preview toolbar main menu command View gt Thumbnails or Ctrl U keys If you want to adjust the page to print visible region click on Shrink to Page button on Print Preview toolbar Using Background button on Print Preview toolbar main menu command Format gt Background or Ctrl K keys you can change page background colour Change the scale of your pages with the help of Zoom 100 Zoom Page Width buttons Zoom drop down list on Print Preview toolbar or Ctrl Ctrl o keys correspondingly You can also display one two four or multiple pages on the screen using Whole Page Two Pages Four Pages Multiple Pages buttons on Print Preview toolbar or Ctrl 1 Ctrl 2 Ctrl 4 keys correspondingly The same options are available if you right click on the page and select Zoom drop down list Left click on the page allows to decrease its scale from 100 to 50 and vice versa Widen to source width Ctrl W or corresponding field of Zoom drop down list in right click contextual menu allow to adjust the scale to your screen to display the whole pages To go to the first last or previous next page use corresponding buttons on Print Preview toolbar or Home
51. staff should be denied the permission to create Tasks in Task Groups Mew Task When you name a task be specific but don t go into details you can describe in Notes see below You can change Normal priority set by default to the more suitable Lowest Low High Highest or Urgent Fe eee a Priority Noma v Task Group 1 Geting Stated v Estimated Time Actual Time Comments dS watch List o History Reminder 2 Resources dl Attachments Due Date Datet Time Enter Name of the Task New Task Comments d gt Watch List oe History fe Reminder S Resources il Attachments Date Time Select priority of the Task VIP Task Manager Start Up 11 You should assign the task to a certain Task Group or sub Group When planning a task we recommend you to set Status Draft which Notification mode is disabled so you can edit it without sending or getting Notifications Mew Task ci Note W General JE Comments i t R eminder Watch List Resources d Attachments Priority Homa v Estimated Time Actua Workflow Defaut Statuz e History ask Group i 3 Planning The Project Que Date io 4 Monitoring The Proje 22 ig John Doe 1 Date Time Double click on Task Group
52. to import tasks from VIP Team To Do List software product e Import from Outlook allows to import tasks journals contacts and appointments from MS Outlook e Print allows to print out Task List grid e Print Preview allows to preview Task List grid create and edit your own print design e Exit allows to exit the program Inside View menu the following options are available VIP Task Manager Standard User Adminis Eile WEVA Tools Help Toolbars gt EA ia Task List panels v Task List Filters j iv Task List Groups a o gt G le Ww Notes v a Attachments 1 Getting 5 S tall we Notifications je 2 Defining The v Resource Assignment or 3 Planning Thi ye T l Columns ij Ger Company Comments e Toolbars option allows to display hide and customize Task List Toolbar and Toolbars of corresponding Panels e Panels option allows to display or hide corresponding Panels Columns option allows to display or hide columns on Task List grid Ga 4 Monitoring We z P ihih A o fe 5 Closing mE Task histbry ion John Doe Customize am Lean Siisarin ee I VIP Task Manager User Interface 32 Tools menu Inside Tools menu the following options are available VIP Task Manager Standard User Administ e Custom workflow option allows users to create edit and delete their own task statuses File View Tools Help Fi u
53. 1 29 How to make graphic reports on the tasks To make graphic report on the tasks use following steps 1 Set filter to display required tasks 2 Group the tasks by required fields 3 Go to Charts panel 4 Select required fields for the diagrams from the corresponding drop down lists on Charts toolbar Charts A p I a ma 5 If the tasks are grouped by any field you can display the sum minimum maximum quantity and average value for task field on the diagrams Select required operation from corresponding drop down list on Charts toolbar Charts 0 gt Complete o Sum fe None Estimated time Actual time Complete total E Bar diagram x Line diagram h Area diagram e Pig diagram T Complete 7 Click on Customize Chart button check those diagrams that you want to display and uncheck the rest ones From Sort by drop down list select the field you want the diagram to be sorted by and click on the button nearby to select the type of sorting ascending or descending VIP Task Manager User Manual 146 Customization m price P complete Select Data Groups tab drag data level that you want to hide and drop it to the empty space on Data Groups tab To display data level that was hidden earlier drag it on Data Groups tab and drop it where you need on Data Levels box Ss Complete Quantity Customizat
54. 173 4 2 2 How to edit task group There are several ways to edit task group 1 Select required task group and click on Edit Group button on Task Groups Panel toolbar je Task Groups on Task List E 42 E Ea Come Edit Group 1 Getting Started oe 2 Defining The Pre majs Planning The 238 40 Manitnrina The F 2 Select required task group and press F4 key 3 Right click on task group on Task Groups panel and select Edit from drop down list gt Task Groups on Task List E 2 E S e ee amp E o Company 0 89 A Develop PME arne O e o2 De t Filter 3 Pla Es dor eo 4 Mec Ge New Task Ins Paa 5 Cle Fy EP John New Ctra E on Ivan the ion Ernst f fA 1 0 G Delete SF VIP Task Manager User Manual 174 4 2 3 How to delete task group There are several ways to delete task group 1 Select required task group and click on Delete Group button on Task Group panel toolbar Task Groups on Task List E E e Company Delete Group 1 Getting Stated 9 9 2 Select required task group and press Delete key 3 Right click on task group on Task Groups panel and select Delete from drop down list Task Groups on Task List E 22 3 E OO amp p on eee einer cece ma 7 Sek Filter WEF one o 4 ig New Task Ins den a q0 New Ctrlt G p on Dupli
55. 5 j Mormal Hold tt Manual Sorting Ctrl o E E Make o e4 Normal Discus i orma Hold a Change Status Hold Filters 7 Make Clear Shift Ctrl R O Groups Always Expand To change the status of several tasks simultaneously select each of them while holding Ctrl key and change the status using one of the ways mentioned above VIP Task Manager User Manual 99 4 1 8 How to set change task Due Date To set task Due Date check Due Date option and select required date from Due Date drop down list in New Task dialog while creating a new task Alternatively enter task Due Date using the keyboard Ej Hew Task gt Note 2 Comments 2 watch List b History D General 67 Reminder 3 Resouces Attachments Pity Nomai Task Group 8 Planing The Project Estimated Time 0 minutes a Actual Time 0 minutes Workflow Status 3 Created v Complete O Due Date Date T ime Start Time Finish Time Edit Task 103 gt Watch List J Comments Resources W General 99 Reminder Hame Prioritize planned activities Friority amp Normal v Task Group v Actual Time fr minutes Estimated Time fl minutes Workflow Status j Draft Complete 0 E t Due Date Apr
56. 8 4 Monitoring Oh Om Administrat O a O sure someone can_ fl Created 23 4 2008 4 Monitoring Oh Om Administrat Administrat 1 t5joa 2008 4 Monitoring Oh Om Administra fine action points a created at Normal 22 04 2008 4 Monitoring oh Om Administrat isjos2o08 Monitoring h Om Administrat o 8 Reporeithe costor tne ai created 0 noma 22 0 2008 4 Monitoring oh Om Administrat o Reporbprogressatthe ie Created 0 noma 22 04 2008 4 Monitoring oh Om Administrat 5 a a 0 Normal 22 04 2008 a 7 ee ae el ri Eea VIP Task Manager User Interface 41 3 4 Task Groups Panel Task Groups panel features tools for creating editing and deleting task groups and subgroups on Task List view By default Task Groups panel is located in the left part of the Task List view under Task List Toolbar VIP Task Manager Standard User Administrator Dat File view Tools Help O amp Ge o 1 p L5 i HEE o Task Groups on Task List B Mio a ce eg S o Company yg 1 Getting Start 9 9 og 2 Defining TF 15 15 gp 3 Planning The 28 23 jg 4 Monitoring Z1 21 yg 5 Closing Dowr 10 10 i Mame write project definition Define areas be Describe what each Think who should be in o John Dos d Form a group
57. Chooser i Align Left d 0 Align Right ress li 5 Align Center ress 25 of ha Best Fit d 0 Best Fit all columns VIP Task Manager User Manual 116 4 1 20 How to filter tasks Tasks can be filtered by any task group by several ways 1 Double click on required task group on Task Group panel 2 Select required task group and click on Set Filter button on Task Group toolbar El Set Filter any Task Groups on Task List view Eg 1 Getting Started 2 Defining The Project F 3 Planning The Project ion 4 Monitoring The Project 5 Closing Down id 10 John Doe l l ion Ivan Susanin O 0 3 Right click on required task group and select Set filter from drop down list Task Groups on Task List view 4 Ed oo amp of o Sa E or Company 0 59 ion Siete on 2 Des mae or 3 Pla 25 4 Mol gs New Task Ins ko lt 4 5 Clo 10 amp Johni o New Ctrl G j Ivan 10 gt Edit 0 Setting filter by the Name field To display the tasks with definite names or Y Filters Task List le E containing definite words in their names enter required name of the task or required words in Name entry field on Filters panel click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys Setting filter by the ID field To display the tasks with definite id number Common ID Starus enter required number
58. E QM tmt n w T no ren hee the boundanes of your project what should and shou included This will help you define the v To take Notes Toolbar out its default location and vice versa double click on it Notes entry field a eee How to upgrade to the latest version 11 Dhiaga Hee babat warid of thet appbssion 2 Save op fle pomene F A haed folder and urap l re ae EF y ji a hope the apple ton on each PE m a patent hi iritsi the istest vemm on eah FPE hom a chaed bokje 5 Fesai sach PE i tha netpecs E Siml ie appesi on the hit PE 7 Update he dalah Heep oppinsion ni gulpas back up pou oki dyiababg Thy backing up popes may Lakus porra ima po pisace do mot shel ha proces 1S Sia the applicator on other computers in ira rewah Right click on Notes entry field allows to carry out following operations SNSNON NS AN Tips Undo last operation Redo last operation Cut selected text Copy selected text Paste selected text in required place of Notes grid Delete selected text Select all text re a eee Be pect a How to upgrade to the latest version i Darica thes debe 2 Save np iiey pi 3 Cire the apk 4 inaia the lateat vers d fokcher 5 Aetat each PC mit i Start the application od i Pi oe Ek Up pE old datate Tike Ekra agp Peete fey Lhe piety Layee e Double click on the space near Notes panel s toolbar allows managing toolbars commands and pro
59. HEE ea cod Position AC Default a Mone 35 Left 30 oof Top E O Complete O Right D Quantity u O Bottom 10 w Alignment 5 lf Default oD Start ore cad Orientation ee ee ir gt Notes 2z Comments b Task history d Attad Ammen User Interface 87 VIP Task Manager Data Levels block allows to plot the diagrams for various values of the particular task fields by which the tasks are grouped on the grid Status Default in Progress H Priority Norm Ss Complete select value 25 00 40 00 h 50 00 4 H nity Data Levels Complete The order of drill down diagrams can be changed by Drag amp Drop method The level of displayed data can be changed by selecting required field on Data Levels box ee ee r E ATO A Data Levels Stal Hla gare A Normal H Complete 25 00 Yo H Data Quantiby Charts field Directing the cursor at the field of the diagram allows to watch the screen tips with the name of the field and the number of the tasks with each field value Left click on the diagram allows to display the diagram of the following level right click allows to return one level up EE 25 00 Priority Normal Hoata Quantity Data Levels Status Default In Progress Quantity For 25 00 is 45 Tips e To close the panel click on 4 button at its right bottom corner e To m
60. In Progress y Print Preview ShiFE Ctri P Ln Identify activities that have ae Completed Print Ctrl F l Prioritize planned activities g In Progress Export view To Excel Make a communication plan 8 Created Export view To HTML 2 Select data sections that should be printed with the task in Data sections box General task name priority task group this Report options task belongs to Estimated amp Actual Time Workflow Status Complete Due Date Start amp pegs Finish Date Assignments the names of resources selected task is assigned to f2 heh Shed 2 Comments onl History S M Notes has Attachments the types names and descriptions of attachments of selected task ATF format Notes notes of selected task O HTML format Comments comments of selected task mplates Defaut OOO ow History a history of task changes 3 Set RTF format radio button VIP Task Manager User Manual 129 4 Click Build report button Report options Data sections e General 2 Wi Assignments da Attachments ei Motes A TML format Report options Data sections i General a F Assignments d Attachments gt Notes RTF format HTML format i a Comments Ey 7 ry ned History gE r Comments pE 4 on History T Build apart h You can preview Task List view create your own print design usin
61. L 2 Right click on required task group on Task Groups panel 3 Select Restore from archive from drop down list Task List Groups l Ed aa oe oS a m r zr E Fa Company lt Set Filter Restore from archive h gt Expand All VIP Task Manager User Manual 179 4 2 8 How to duplicate the task group To duplicate the task group use following steps 1 Right click on required task group on Task Groups panel and select Duplicate task group from drop down list Task List Groups le E 3 5 oF o gt G is on Purchasing Set Filter d Reset Filter i 4 e New Task Ins wm R i eae o o Mew Ctrl G gal d Edt thg I ee Delete wee F Ho Duplicate bask group es 2 Open Task group drop down box select task group where you want to insert duplicated task group and click Ok Select task group Task group O sear calf e ae 6 oe Ps 8 S Copy permis Sie Company T reel Getting Stegted ae 2 Defining cam 24 on 3 Planning The Project Shige 4 Monitoring The Proje va 3 Check Start date option select Start date or Finish date from drop down list and select required date from corresponding drop down box For example you select Start date and some task of duplicated task group has 01 10 2007 Start Date 03 10 2007 Finish Date and 04 10 2007 Due Date When you sel
62. Mail Eg Assigned resources for task only Custom list The list contains only resources who have e mail apes EE Am foo address in E mail field Em joo John Doe F Madonna Ivan Susanin Lev Tolstoy Ernst Neizvestny _ Backstreet boys Paul McCartney Klinton Ringo Star Additional e mail list mnent tyahoo com salesdepartment yahoo com J 22 Click Next button VIP Task Manager User Manual 160 Setting parameters for sending tasks via E Mail Eg Assigned resources for task only Custom list The list contains only resources who have e mail address in E mail field John Doe Madonna Ivan Susanin Lev Tolstoy Ernst MWeizvestry Backstreet boys Paul McCartney Klinton Ringo Star Additional e mail list ment yahoo com salesdepartment yahoo cam 23 Select required template from Templates drop down list This template defines the view of outgoing message Mester header Message footer Note e You can create your own templates go to the folder with VIP Task Manager product by default it s path is C Program Files VIP Quality Software VIP Task Manager Standard and put them into lt XSLT folder After that your templates will be available in Templates drop down list of Setting parameters for sending tasks via E Mail window VIP Task Manager User Manual 161 24 Enter the header of e m
63. Open New Folder or Edit Folder dialog 2 Select Watch List tab 3 Select required resources 4 Click Ok Mew Folder Tips of To quickly select all resources in the list click on Check All button oo To quickly clear the list of supervisors click on 9 Uncheck All button VIP Task Manager User Manual 178 4 2 7 How to place the task group to archive and return it back In archive mode you can t make any changes with the tasks and task groups To place task group to archive use following steps 1 Right click on required task group on Task GP Task List Groups oe Groups panel Tegel 2 Select Move to archive from drop down EA Purchase list A Sek Filter Ger M Reset Fil an ESE HEEF e New Task Ins Eh Re amp Figs Ore e Edit gases Delete y Task List a Insert copy of task group Current lls Duplicate task group Common Name z Custom Fields options ID g Status ey Move Down oy Sort alphabetically Actual Til Estimate Move to archive he By Date o Expand all After that selected task group will disappear from your task tree To return it from archive use following steps 1 Select main menu command File gt Archive mode VIP Task Manager Standard wiew Tools Help Change User Edit User Profile z name i N group Export wiew To Excel Export wiew To HTM
64. Outlook options Import into 3 Planning The Project we Import uncompleted tasks only Divide tasks into groups Tasks Journals etc O Bhorrt import tasks that were imported before Don t import contacts that were imported before Outlook groupes _ Import tasks Import journals Import appointments Import contacts w 8 Check Don t import tasks that were imported before and Don t import contacts that were imported before options not to rewrite the tasks and contacts that imported earlier VIP Task Manager User Manual 167 Import Outlook options Import ite 3 Planning The Project w Import uncompleted tasks only Divide tasks into groups T asks Journals etc Dont import attachments D on t import contacts that were imported before Import tasks Import journals Import appointments Import contacts 9 Check the data groups from Outlook groups section to import from Outlook tasks journals appointments contacts and click Ok button Import Outlook options Import into 3 Planning The Project Import uncompleted tasks only Divide tasks into groups T asks Journals etc Dont import attachments Don t import tasks that were imported before Don t import contacts that were imported before Outlook groups Import tasks Import journals i Import conta
65. P WatchList r History JE w General fe Reminder S Resources di Attachments Name VIP Task Manager Purchase i O Priority Task Group 1 Getting Stated Estimated Time Actual Time Workflow Defaut Due Date 10 10 2007 wt F Dates Ti 4 October F 4 2007 F ateg Time Start Time Finish Time Check Due Date and select a calendar date VIP Task Manager Start Up 16 If a Task should begin at a certain time and finish at a certain time you can set Start and Finish Date and Time Mew Task JE 5 i 2 watch List History Comments Name VIP Task Manager Purchase o O Pricrity Task Group 1 Getting Stated Estimated Time Actual Time Workflow Due Date _ f 1071072007 Ww Reminder 2 Resources d Attachments Dated Time Stark Time 10 10 2007 sz S OA Day October P 4 2007 P I 29 30 31 1 2 3 4 Edit Reccurence Event time Start 00 00 2 End 00 00 Duration Recurrence pattern Daily Every day O Weekly Monthly O Yearly Every weekday Range of recurrence Mo end date Stark 3 5 2007 Ww C End after occurrences End by 3 5 2007 w Cancel Remove recurrence Click on Recurrence button and set recurring Task VIP Task Manager Start Up 17 If you want to remind yourself or your team member of a Task you can define the exact time
66. PXML status from corresponding drop down list To turn on the notification mode for this status select On from corresponding drop down list or Off vice versa Assign ID number for this status using Value entry field and up down buttons Check Active option if you want your status to be active and click Ok VIP Task Manager User Manual 140 Create Status x Name My Status W Complete 4 Strang value Right click on nae pa Poe VPSML Status Created Notification On Value 0 a a M Active ie Ok a Cancel To edit status select it and click on Edit Status button on Edit Workflow dialog toolbar or press F4 key Edit Workflow ete relat Complete Notification PML statu Color Image Draft C Off Hone D Created g On Created In Progress On Open a Cancelled On Cancelled Completed 100 On k cie Mon e ee To delete status select it and click on Delete Status button on Edit Workflow dialog toolbar or press Del key Edit Workflow Delete Status Del Name mplete relat Complete Notification PML statu Color Image Draft None ma x Created Oz Created se In Progress 1 99 Open a Cancelled Canceled ER KAKARA amp a a Completed 100 Ok On 3 bal bs To replace status select it and click on Status Move Up Status Move Down buttons on Edit Workflow dia
67. Resource is a user of the program you should grant check Login Name Emst Neizvestry Permission set a password for Resource to log in Sl motorolachkaG mail ru The Resource can change this password later when he or she starts using the software If a resource can be assigned to a Task you should check Job title Developer Assignment Permission If a Resource is allowed Be Was to create edit and delete other Resources you should check Administration Permission Edit Resource A General 6 gt Notifications gt watch List Department Development Unknown Phone 74152855 Set password e Enter Resource information e Check or uncheck checkboxes e Click OK Login e X Cans Permissions VIP Task Manager Start Up 9 Notifications tab lets you choose the types of Notification this particular Resource will receive if Cae 2 Noticsions DASSE he or she is associated with the Task somehow The a z _ Resource is either Owner or Assigned to the Task By default all types of Notifications are checked so the Resource will receive Notifications each time Eeen EL any attribute of the Task is changed In practice the a Ue Task Change Attachments Resource will need to receive only some of these Es f Task Change Comments Notifications for example when the Resource is assigned to the Task or when the Status of the Task is changed so it is better to check only those types of Notifications the
68. Task Manager Standard Interface Sn E E ET Lae E ae ee an il nanam i maaa aan noe 1 a Main Menu provides access to main features of the program 2 _ 9 Toolbars contain commands specific for given panel 3 Panels feature various tools for managing tasks task groups or resources 4 Task List Grid displays tasks as rows and their properties as columns VIP Task Manager User Interface 31 3 2 Main Menu Main Menu consists of File menu View menu Tools menu Help menu File menu Inside File menu the following options are available e VIP Task Manager Standard View Tools Help ehang User Edit User a Archive mode Edit m Sie of rook task group Export View To Excel Export View To HTML Import PsML Import From Outlook E Print Print Preview Ctrl F shift Ctrl F Exit View menu e Change User allows to login to the program under administrator or other user account e Edit User Profile allows to edit user information like Job Title E mail Phone etc e Archive mode allows to show the tasks that are placed in archive e Edit name of root task group allows to change the name of root task group only if you login under administrator account e Export View to Excel allows to export Task List grid to MS Excel e Export View to HTML allows to export Task List grid to HTML e Import VPXML allows
69. VIP Task Manager VIP Task Manager Contents Part Introduction 4 t Whatis VIP Task MANAG osinn A OE E A 4 Part Il Start Up 9 T LPR S NN e E een Ye Snes an EnS pees See c nas emt neerney tear aemere 5 SCHUNG WOrKHOW sissors i a E E a a AN 5 SEUNG RESOLUCOES ssrrnenEn iE Ea E A EA aE ARNa iR 8 2 DDZ PP eNews EE Ra eerie beaten Ra 10 Planning Tasks socra aeee aeaaea E Ea ea aaaea EEr E eeaeee Eea Eaa aS 10 Planning Fe OU a scc EEE aeaa 14 Planning TIME sapii aaa aE a aaaea arae aaaea Eae 15 3 SED o COMMUNICIUOD sasaaa T a Eaa 18 Sending amp Receiving Notifications ccccccccccessseeeeseeeeeeeeeeeeeeeeeeeeeeeenesnenaneeeeseseeeeeesesnsasseneaneeeseeseeaeseseseessaseaeesenesanones 18 4 Step 4 Management amp Tracking cccccescceccssesseeeceesseeeeeesseeseessseeeseeeesseeeeoesseeseenseeeeoeenseeseoeessens 21 Changing Prhoriiy and ORO i isses aa Eaa AAE AAEN EEEa Eaa AARE 21 Sorring and GE OUI NENG iscsi A i Eaa Na Eai aa AORE EA AAEREN 22 APPIVNO FINIS wepasceeysantiees tre eeneueyetecctonsuisn win anaonead R E EREE EEE E 23 Wac MLISE Se cue ialeeeaicuanasbestnauasuneessabiaudsauvecaseieseustawedabsuaussiucaueeeeese 24 SLOD o E E E eaaemepennaeee 25 Customizing VIEWS ciiin aAA AAA EE ER R 26 S EMRE Or O e E E sexeedecateeeusccalwecssdudens 27 EXC E A 27 PERRAG eeaeee aS ESE Ea AAEE Eea Eaa EEA 28 Part Ill User Interface 29 T MECE SUNA eee eee ee eee 30 2 Main Menu occtctecse ene etoceisciec sewee sce twe see
70. You can use RTF editor to support the task with related instructions or details that will be displayed in Notes panel at the bottom when the task is highlighted Also you can format the text s font name size color style etc e Select Note tab e Enter Text e Format Text e Click OK dove Xe Mew Task 3 Comments watch List fe Reminder a History Resources dl Attachments Name VIP Task Manager Purchase o O Priority Noma Task Group 1 Getting Stated Estimated Time Actual Time Workflow Defaut ge In Progress g Cancelled ae Completed Mew Task wi General SS Note Comments N Attachments a History Reminder 2 Resources gt watch List 7 VIF Task Manager Professional Edition is a chent server soltware tor team collaboration based on access permission Authorized users can strmultaneously access the common database through Local Network LAN to see add and edit certain tasks it they are grunted appropriate perrmissions It is the best solution for planning scheduling sharing tracking and reporting tasks appomtments projects and any company activities in small and midsize business government and non government institutes non profit and educational organizations VIP Task Manager Start Up 12 You can attach a Link or a File to the task If you A ask F select Link it will connect the task
71. a Print Ctrl F cs Print Preview Shift Ctri P Exit Look in 6 VIP Team To Do List My Recent Documents Desktop Type YEXML File Date Modified 10 09 2007 13 55 Size 55 8 KB My Documents File name vip_export_file r e My Network Files of type WIP ToDo Line amp ML vps Cancel Places Open as read only VIP Task Manager User Manual 127 4 1 24 How to print out the tasks There are several ways to print out Task List view 1 Select main menu command File gt Print enter print settings in Print dialog and click on Print button Printer Hame E Wiwinserver Samsung ML 1710 Series x Properties View Tools Help Change User status Ready Network VIP Task Manager Standard Type z i Edit User Profile Ype Samsung ML 1710 Series where USBO01 Archive mode j Comment Export View To Excel Edit name of root task group Brice E S E Export view To HTML Page range Copies fe all Number of Pages All Import WPML f Current Page Number of Copies Import From Outlook f Pages jl i Collate Copies Se Pree Sh EC EEE Enter page number andor page ranges 2 separated by commas For example 1 3 5 12 1 z 3 Exit Fage Setup Preview Cancel 2 Right click on Task List grid and select Print from drop down list enter print settings in Print dialog and click on Print butto
72. ail into Message header entry field Message footer 25 Enter the footer of e mail into Message footer entry field Setting parameters for sending tasks via E Mail Templates Default st we Message header New tasks Message footer 26 Click Send button VIP Task Manager User Manual 162 Setting parameters for sending tasks via E Mail Templates Default xslt s Message header New tasks Message footer Please do it at soon as possible VIP Task Manager User Manual 163 4 1 31 How to send notifications by e mail To send notifications of task changes by e mail use following steps 1 Enter SMTP settings 2 Open New Resource or Edit Resource dialog 3 Select Notification tab Edit Resource we Generali Notifeations jZ Watch List Hame E Mail Department guide O Jobi guds o r mn Address Unknown Phone 9685241 Set password Permissions Login Assignment Administration 4 Check Sending notifications by Email option and click Ok button Edit Resource Notifications E gt watch List Event Types Task Change Actual time Task Change Attachments EA Task Change Comments Task Change Complete TY Task Change Due Date H Task Change Estimated time E Task Change Finish time V Task Change Name
73. ake the panel auto hidden click on button at its right bottom corner e To maximize the panel click on button at its right bottom corner e To return the panel to its default position click on corresponding button again e Double click on the space near Charts panel s toolbar allows managing toolbars commands and program options via Customize window VIP Task Manager User Interface 88 i Customize ros leimat ht VIP Task Manager User Manual 89 4 User Manual 4 1 Tasks 4 1 1 How to create a new task There are several ways to create a new task 1 Click on New Task button on Task List toolbar VIP Task Manager Standard Use File View Tools Help ghew Task Ins bn Task List E 7 EQ A Ea Sa E 2 Press Ins key 3 Right click on Task List grid and select New Task from drop down list Wess Lose f UIIPIELe LU pro Ee vce ee Delete Task Fa vce Duplicate Chrl D G Increase Priority ShiFt Ctrl Up ss s Decrease Priority Shift Ctrl Down Mannal Sorkin eI 4 Double click on Task List grid empty space VIP Task Manager User Manual 90 4 1 2 How to edit a task There are several ways to edit a task 1 Select required task and click on Edit Task button on Task List toolbar VIP Task Manager Standard User Adm File View Tools Help eleje oo a7 tH F Ta Edit Task Fa ask Li
74. allows to carry out following operations on Task List 2008 Grid gt Replace selected column where you need VIP Task Manager User Interface 39 rorty Jue Date jay Actual Time TimeLeft De slete Priority Due Date Due fte s ime Li E Normal 48h Om 7254h cr Se A Pars BS am mo a ea mon P Normal 27 03 2008 7230h 12m 28 x P Normal 27 03 2008 Oh 10m 7230h 12m 28 P Normal 28 03 2008 48h Om 7254h 12m 28 gt Group tasks by selected column ve Taa Drag a column header here to group by that column Status cdaplete Priority List all the activities in Created 0 Low 2 Estimate how mach time gin Progress 10 noma 2 fidentfy activities that Completed BEBEN normai 35 Appoint a team member Completed iii a ioh E 18 Grouptests under sl createc gili Make your project be In Progress lt Urgent Left click on Current filter box allows to temporarily reset or apply current filter I on fader here to group by that column Status Complete I Created Mame Mame Priority List all the activities in r i gt i Eo Set a realistic deadline T Created E Group tasks under w Created Ne Curent Filter fis any of i4 Monitoring The Projecti Drag a column header here to group by that column ID Status we Info 76 ge Draft Appoint someo
75. and File gt Edit User Profile VIP Task Manager Standard User mis View Tools Help Change User t Edit User Profile Bg VIP Task Manager User Manual 190 4 3 3 How to delete a resource There are several ways to delete a resource 1 Select required resource and click on Delete Resource button on Resource Assignment toolbar Resource Assignment Pr it ai oo Delete Resource Mame Lev Tolstoy 2 Select required resource and press Delete key 3 Right click on required resource on Resource Assignment grid and select Delete Resource from drop down list Mame John Bo New Resource VIP Task Manager User Manual 191 4 3 4 How to sort resources Resources can be sorted within any column on Resource Assignment Panel with the help of left click on column header To change the direction of sorting left click on this column header again Mame Department Klinton Marketing Pi M Ley Tolstoy Fea mere o Madonna Team Member Paul McCartney Development F Ringo Star Team member VIP Task Manager User Manual 192 4 3 5 How to set task changes notifications To set task changes notifications use following steps Open New Resource or Edit Resource dialog Select Notifications tab Select required fields to be informed about Click Ok ae an a Edit Resource
76. and vice versa double click on it VIP Task Manager Standard User Adn File wiew Tools Help Created In Progress s Nrarmal Hinh 1 VIP Task Manager User Interface 35 Task List grid Current Filter Task Group is any of 3 Planning The Projects Drag a column header here to group by that coluron Mame Status gt Make your project te In Progress amp 17 16 1 w Complete Priority Due Date Estimated Time Owner Finish Date Assigned Task Group i 5 18 03 2008 2h Om Administrat 13 03 2008 John Doe 3 Planning The List althe activitiesin pl created 04 03 2008 Oh 30m Administrat 18 03 2008 John Doe 3 Planning The as oe under I Created High 18 03 2008 Oh 45m Administrat 18 03 2008 3 Planning The a Completed M E High 19 03 2008 Sh Om Administrat 18 03 2008 3 Planning The Btimatehow much time gin Progress I o ormal_ 25 03 2008 hom administrating The A penty activities that Completed B normal 25 05 2008 Oho Administrat S Planing The Oooo O zO Prttize planned In Progress B 25 Urgent 1103 2008 Oh Som Administrat 11 03 2008 John Dos 3 Planning The o 5 _ Mate a communication i created o noma 18 03 2008 ah Om Administrat Pain The A myotafulisk aB created ow Boh 2oyosy2o08 hom administrat Planning The O 5 Apotateammenber Completed MMM EX Hohest 25 03 2008 oh Om Administrat 8 Planning The iter your project for
77. anning The Project Shige 4 Monitoring The Proje 21 E Lek ht Import appointments Import contacts 5 Check Import uncompleted tasks only option to import only the undone tasks Import Outlook options Import into 3 Planning The Project we vl Import uncompleted tasks only A Divide tasks into groups Tasks Journals etc Don t import attachments Don t import tasks that were imported before Don t import contacts that were imported before Outlook groups Import tasks Import journals Import appointments 6 Check Divide tasks into groups Tasks Jornals etc option to import the tasks journals appointments etc into corresponding task groups in the same form as they are in Outlook Task Manager automatically creates Tasks Journals Appointments etc task groups If this option is not checked tasks journals etc will be placed into selected task group VIP Task Manager User Manual 166 Import Outlook options Import into 3 Planning The Project Import uncompleted tasks only Don t import attachments Don t import tasks that were imported before Don t import contacts that were imported before Outlook groups Import tasks Import journals Import appointments Import contacts 7 Check Don t import attachments option to import the data from Outlook without attachments Import
78. arts mj Eg price Mone Min w Customize Chart hil Colunn diagram O price Normal Highest Left click on Select value drop down list to select one of the values of Priority field that the tasks of selected task group have or click on the corresponding diagram for this value For example you select Low priority and in that way you diagram the values of price field for each value of Complete field of the tasks with Low priority 4g 4 Charts a Data Levels Eaten eclact val roleto Dai Customize Chart idl Column diagram i price None OR EER Complete price VIP Task Manager User Manual 186 Charks le 7 E w Mone Min 5 Complete Customize Chart O price 70 010 io By selecting definite value of Complete field from corresponding drop down list or clicking on the diagram for this value e g 10 00 you will diagram the price value of the tasks that have selected Complete value 10 00 oe price t None Min W r W Emai select value 10 00 110 00 50 00 n Data OR price For 10 00 is 4 10 00 o 50 00 gag Ser bce w hin DB price Cisis the plan VIP Task Manager User Manual 187 You can return to required data level by selecting corresponding field on Data Levels box
79. ask List Columns j ca v Task Groups e Company iF Planning projec F Laan pro Y To move Notifications Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need Notifications S a saele ef d ewer vl ee Title Date Created v To take Notifications Toolbar out its default location and vice versa double click on it This Week Ww VIP Task Manager User Interface 54 Notification grid Title Date Created Creator Task group 4 85 Get the business case approved by senior manage 12 07 2007 13 37 71 John Doe 1 Getting Task was created E 6 Get the business case approved by senior manage 12 07 2007 13 36 58 John Doe 1 Getting F Task has been deleted 80 Get the business case approved by senior managi 12 07 2007 13 36 55 John Doe 1 Getting Task has been deleted 83 Get the business case approved by senior manag 12 07 2007 13 36 54 John Doe 1 Getting Task has been deleted 84 Get the business case approved by senior manage 12 07 2007 13 29 52 John Doe 1 Getting er Left click on column header allows to sort notifications in ascending or descending order by selected column
80. at 28 03 2007 11 45 Priority Normal gt Urgent Administrator at 28 03 2007 12 08 New Assignments John Doe Be 4 dz Comment a Task history d Attachments a Resource Assignment The following table describes each of the Task History Toolbar buttons Print out Task History contents Preview Task History contents create and edit your own print design B Add or remove buttons to Task History Toolbar Tips v To display or hide Task History Toolbar use main menu command View gt Toolbars gt Task history VIP Task Manager Standard User Adminis File WEYA Tools Help ae Toolbars i Ea Task List Panels i p Task List Filters Columns i p Task List Groups el m F E ep x Motes EH 5 w Attachments oL a A Defining The wf ena Assignment a ee 3 Planning Thy ae 4 Monitoring g Jeh Doe p lan SSA v To move Task History Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need VIP Task Manager User Interface 80 Task history P Task 16 Make your project planning checkli Administrator at 28 03 2007 10 58 i Due date 3 22 2006 gt 3 18 2008 Administrator at 28 03 2007 11 45 Priority Mormal gt Urgent v To take Task History Toolbar out its default location and vice versa double click on it Task histo
81. cate task group In confirmation window click Ok if you want to delete this task group or No if not Contirm re vou sure you want to delete all 1 selected task groupisi 2 All tasks within selected task groupis will be removed tog VIP Task Manager User Manual 175 4 2 4 How to add notes to task group To add notes to task group use following steps 1 Open New Folder or Edit Folder dialog 2 Select Note tab 3 Enter required notes into note entry field 4 Create your own note design using Note toolbar 5 Click Ok Edit Folder Note 2 gt watch List B 7 oE E M E Make sure that you defined project s purpuse outcome value potential problems responsibility budget authority deadlines Ea Tip e To insert current date amp time into the notes position the cursor in the required place of Notes panel and press F5 key VIP Task Manager User Manual 176 4 2 5 How to sort task groups To move task group select required task group on Task Groups panel and click on Move Down Move Up buttons on Company 1 Getting Starte ior 2 Defining The Pre or 3 Planning The VIP Task Manager User Manual 177 4 2 6 How to assign the resource to receive notifications of task group changes To select the supervisors for task group use following steps 1
82. cc ji niin nnn nn nnn nn linn ini nnin niin 96 HOW 10 SCUCK ANGE TASK SAIS eE E a santas 97 HOW to SCUCIANGES task Dus Data aides caaceessnnssibacaisentacwusanasedinndsnaneswatanekwatesunennrs ENAR EEA RAEE RAAE Ri 99 How to S Lchange task CONT i iniaiaiai NaN A HARA 100 How to set change task Start and Finish Date cccccece eee 101 HOWTO SPI TASK FOCUREGIICG i coctcctess tensa taictaes cascnd sa tiscci E E EE E 102 HowTo SECU TASK FORE gsc sectunaeedenentnesscnnmnnianeincsinsciennasenddisainannasnunaasuauedsanianae R Ea Eana 104 How to assign the task to particular reSOULCe S eeeeeeeee cece cess eeeeeee eee nese eeeeeeeeeneeeae seas eeeeeeeeseeessaeeeeseeeseeeseeneaeenennees 106 How to atach MNES OF inks 1G TAG AAS noina EAE ARAE EAEE PAEAS AERAR REREN 107 How toadd notes TO me NAS i rian EEE REE anette haan eas 109 How to add comments 10 Te Task sinana ERA AA ERE ENEE ERRARE ENNER REEN EE RERE EEN ERER ENRERE AAAA EE ANERER R ERRENA 111 HOW tO UAC CASI EUS niini EnaA E EE n EE EERE EREE REAA EEEE EEEE REE AER 113 HOW TOGON ISKS senri EEE A E EE AEEA EAE EE EE 114 HOWTO OUD OORS a E 115 aoaia e E eds Ss E A E A E E T nas E A E E E E E E E E E A TT 116 HOWTO GX DOM IAS K o E E E E EE 124 How to Sel task changes LEG AIMS m ssiinenieknnnnn neenak ninin KAERAREN REAR A E EA EHARA EE Raia HEERA AARMEN ARKEEN A HEARNE 125 HOW LO MIMD OU TASES iE annaamuenuiscns poause nbusiuainebwesseonnsntinahuanneesssancians 126 How CO PAN OUNO
83. ce 4ssignment Les ME ai e lei Mame Administeako pP Double click F Ringo Star Madonna Kirkoroy Ley Tolstoy E aN E cok Leche DEEE E E E E Resource Assignment grid D Mame Department Job title C Administrator John Doe Unknown Unknown C Ivan Susanin guide guide Ernst Neizvestny Development Developer Joe Black unknown T C Faul McCartney Development Developer C Jonh Lennon art singer C Ringo Star Team member singer a ne Mame Job title 4 F Ringo Star inger C Lev Tolstoy riter C Madonna inger C Klinton resident F Ernst Neizvestny developer Faul McCartney developer C Administrator Joe Black unknown e Right click on Resource Assignment grid allows to carry out following operations v Create a new resource v Edit selected resource v Delete selected resource v Delete all preset filters is available only for administrator eani a John Doe saaiisaiiiiiieii fos New Resource Ivan Susanin Ernst Meizvestnyi Edit Resource Joe Black ey Delete Resource Paul McCartney _ gt Delete all preset filters Ringo Star By dragging columns header border you can change columns width selected column VIP Task Manager User Interface 71 Name b Department Y Job title BE Lev Tolstoy Team member writer C Madonna Team Member si
84. click on it while cursor has its crosshair status drag and drop it wherever you need Filters Task List Prcurrent Common Mame ID v To take Filters Toolbar out its default location and vice versa double click on it Date Range Date Create equal 19 11 2007 Date Last M Date Starker Filters Fields Right click on Filter fields allows to carry out following operations S Task List Filters nE v Select and apply existing filter to Task List grid v Apply new filter to Task List grid Current w S be i i i v Set automatic applying filter a E o o v Clear current filter Common v Delete current filter Name Filters Curent vV Save current filter ID Status i Apply Shift Ctrl T Priority SF Automatic applying filter Actual Time Estimated Ti By Date a Date Range is By dragging columns header border you can change columns width VIP Task Manager User Interface 50 Y Task List Filters My Filter wy Ww Hr E Status ln Progress Canc Priority Normal High Actual Time Estimated T By Date Date Create Date Last M Date Starter Date Compl Chainer Tips e Double click on the space near Filter panel s toolbar allows managing toolbars commands and program options via Customize window o Goals or Products Y Task List Filters Droa 3 My Filter ee Ry g IS Common Appoint someone to b
85. cts Cx 10 MS Outlook asks your permission to access its e mail database Check Allow access for option select time interval from drop down list and click Ok button VIP Task Manager User Manual 168 4 1 33 How to assign a task to its owner by default You can set the program to automatically assign newly created task to its owner This will work only for task groups that don t have default resource how to assign a default resource to tasks within certain task groups To assign a task to its owner by default use the following steps 1 Go to main menu command Tools gt Options VIP Task Manager Standard U File View Suit ES Help fe oe i ae Options fi 2 Check Assign task to owner by default option and click Ok button Options Attachments bes Global Hotkeys A Task List and Tree C Automatically load program on windows startup Sounds oes Run program minimized Minimize to tray Cissa task to owner by default 5 i VIP Task Manager User Manual 169 4 1 34 How to make HTML or RTF reports of the tasks To make HTML or RTF reports of the tasks do the steps below l from drop dow
86. dow Ouantity se Avera _ Ce Paul Smith H Data Customize Chart Pie diagram COMPLETE Quantity O John Coe P Paul Smith IE Notes ea Comments oe Task history la Attachments as Charts p Resource Assignment Tips v To display or hide Charts panel use main menu command View gt Panels gt Charts VIP Task Manager Standard User Admini File view Tools Help Toolbars Fa I Task List Groups T Columns T Task List Filters ga ee G S Motes ial Fo Company 2 Comments Planning projet a Resource Assignment E Developing pre ee o Starting proje E Task hie v To move Charts panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it VIP Task Manager User Interface 83 Date level EERE fou Smith H Dota i aes Be Commons il Ts etry il tacts B chars B Resource Asmat v To take Charts panel out its default location double click on its tab Charts opa i ile Motes 2 Comments la Task history la Aktachments A Resource Assignment a zid og Charts Toolbar By default Charts toolbar is located at the left top part of Charts panel VIP Task Manager User Interface 84 Charts a 2 ES i Complete sf Quantity Avera Data Levels Resource Paul Smith Customize Chart
87. e Mame Toolbars lh Menu I Task List Al Task List Filters lf Task List Groups W Motes k Attachments W Notifications Reset IY Resource Assignment Il Comments W Charts Il Task history e To close the panel click on H button at its right bottom corner e To make the panel auto hidden click on button at its right bottom corner e To maximize the panel click on El button at its right bottom corner e To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 51 3 6 Notifications Panel Notifications panel displays notifications of changes in task properties By default Notifications panel is located at the left bottom part of application window gt By Resource i Wibe da 3 Pinning The a Cheater l BF igh ey re f ee ee l ak a id as BSA Mobificatiores Bza Resource Assy at aoe SF a a nh ba 1 h F r 16 Tile Cute Created Creator Task groum je AS Get the business case approved by senior mn 12 07 2007 123721 John Doe l Getting St IE Adnnareste 4 Task was created ee o John Doe 6 Get the business case approved by senior mar 12 07 2007 1336 58 Jobin Dae l Getting St Ip lvan Sus Task has been deleted AE Ernst waste 80 Get the business case approved by sendor ms 12 07 2007 1 36 55 John Doe l Getting st fl J joe Mik Task has been deleted Pad Moca 83 Get the business case approved by
88. e keyboard Using up down buttons set Start and Finish time Check All Day option to set only date without time Ae Mew Task Comments watch List D History p z fy Reminder Resources i Attachments All Day Recurrence a Cancel 1 E 7 6 13 14 15 1 20 21 22 23 24 25 26 Es 29 30 31 T 2 E a Coe y To change task Start and Finish Date of already existing task open Edit Task dialog of this task and repeat the actions mentioned above VIP Task Manager User Manual 102 4 1 11 How to set task recurrence To set task recurrence use following steps l pA 3 In Edit Recurrence dialog use up down buttons or keyboard to set task start and finish time or select n Open New Task or Edit Task dialog Check Date amp Time option and click Recurrence button required task accomplishing duration from Duration drop down list Set task recurrence interval Daily Weekly Monthly Yearly Every Weekday or enter required day interval Set task recurrence start date using Start drop down box or keyboard Set task recurrence finish date it may be unlimited after required number of recurrences or exact date Hew Task 22 Comments 2 Watch List a History 6 Reminder Resources G Attachments Due Date m m DatetTime Start Time 2F 08 2007 Finish Time VIP Task Manager User Manual
89. e a a a Planning The ah Created a suc ific athans E ii Crate Created a 65 Get the business cose approved by senior ma 12 07 2007 Pear Task was created e a TA Comments gi Task hanory a Notes 0 Permesions U Resource Assignment Notifications Toolbar By default Notification toolbar is located at the left top part of Notification panel Notifications E 7 Ed Creator Task group 85 Get the business case approved E 12 07 2 John Doe 1 Getting Started Task was created 6 Get the business case approved by 12 07 2 1 Getting Started Task has been deleted 80 Get the business case approved E 12 07 2 1 Getting Started Task has been deleted 63 Get the business case approved E 12 07 2 1 Getting Started The following table describes each of the Notifications Toolbar buttons Check for new notifications Mark highlighted notification as read Mark all notifications as read ty Show only unread notifications VIP Task Manager User Interface 53 Show notifications of highlighted task Show notifications description E Open task of highlighted notification Find task of highlighted notification Set notifications filter by date created EE Add or remove buttons to Notifications Toolbar Tips v To display or hide Notifications Toolbar use main menu command View gt Toolbars gt Notifications VIP Task Manager Standard User Admini Panels d B a T
90. e created 0 Normal 28 03 2008 thom Administrat Pleming The Make aGanttchartto yin rogress Bs nomal 24 03 2008 oh om Administrat __ 9 Pleming The 8S Mekeamlestoneplnfor i created o noma 25 08 2008 Oh Om Administrat van Susanin _ 3 Planning The 3 Checktheprojectbythe in Progress M Normal 27 05 2008 oh om Administrat S Planning The 3 F 7 Mame ID Status Draft mh Mew Task Edit Task F4 i Delete Task F Duplicate Chri D Roll up recurrence task ae Change Status or Increase Priority Shift Ctrl Up iis Decrease Priority p Shift Ctrl Down Filter Sorting Move to archive dA Groups Always Expand _ Expand all Collapse All Sending taskis by Email Export Printing 35h 15m gt Create a new task gt Edit selected task gt Delete selected task gt Make a copy of selected task gt Create next recurrence of the task gt Change the status of selected task gt Increase selected task priority gt Decrease selected task priority gt Select and apply existing filter to Task List grid gt Clear all filters on Task List grid gt Move selected task one position up in Task List grid gt Move selected task one position down in Task List grid gt Activate manual sorting of the tasks gt Move selected task s to archive gt Always expand all task groups when the tasks are grouped by any column gt Expand all task groups when the tasks a
91. e from archive from drop down list Drag a column header here to group by that column Duplicate Filter menns harass Fernand VIP Task Manager User Manual 143 4 1 27 How to duplicate the task There are two ways to duplicate the task 1 Right click on required task on Task List Task Tree or Calendar grid and select Duplicate from drop down list 2 Select required task and press Ctrl G keys Discuss action TE mm ig New Task Ins FY Call the mana oe Edit Task 4 l Attend ii Delete Task Fa i Dh tim F r iF onr o Faol a Change Status d User Manual 144 VIP Task Manager 4 1 28 How to create links to the tasks from other applications To place links to the tasks in other applications use following steps 1 Open the application where you want to create a link e g Microsoft Word Excel Outlook or other mail client In the place where you want to insert the link create a hyperlink that has following form 2 viptm tid lt task ID gt e g viptm tid 10 Edit Mail Message gt john yahoo com Fm_UrlLink Message Edit Search Format Utilities Spell Checker Pri jahn yahoo com bnkname ce Subject Attention Style Courier New gt E f Internal links Hi John Please pay attention to this task It sho Joe B gt 5 Engish Stream HTML only i VIP Task Manager User Manual 145 4
92. ect new start date e g 03 10 2007 task finish and due dates will be postponed for the difference between new and old start dates In our example new finish date is 05 10 2007 and new due date is 06 10 2007 The same situation is with all tasks of duplicated task group VIP Task Manager User Manual 180 4 Click Ok Select task group Task group Start date we Start date Finish date VIP Task Manager User Manual 181 4 2 9 How to insert the duplicate of the task group To insert the duplicate of task group use following steps 1 Right click on required task group on Task Groups panel 2 Select Insert copy of task group from drop down list ie Task List Groups Ge 7 g PIFI Eom lige Purchasing le or Purchasin 2 8 Set Filter oe By Pri ea By Su Reset Filter i By De e New Task Ins Eha Requisitio 5 P Quotation p gt New Chrl G i oe Orders Edit SSS Gg Delete Y Task List Filters Insert copy of task group current ka b H l D ain Duplicate task group 3 Open Task group drop down box select task group that you want to copy and click Ok The Project on 3 Planning The Project a 4 Monitoring The Proje v Ok Ee 4 Check Start date option select Start date or Finish date from drop down list and select required date from corresponding drop down box For example
93. ede N a A E E 174 How to add notes to task groUp sssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnmnnn nnmnnn nnn nn nnmnnn nnmnnn nnmnnn nnmnnn 175 How to sort task GOUS oar cecc ees peh ce ace cece acien pice sete cuaantinu ae auessaseutanencuceu au usabsieueassenaisnnseauabsanstaneesnectstackeeesusacecesensaas 176 How to assign the resource to receive notifications of taSk groaup CHanQes 2 cccceeeeeeeeeeeesseeeeeeeeeeeseseeeeeeeneenees 177 How to place the task graup to archive angd return it DACK 0 ee ee ee ee ee eee eeeeeeeeae aaa ee ee eeeeseeseeeeaaeeeeseseseeneananeenees 178 How to duplicate the task COUN aac c ses ssetee ce sendectenetb excanaaoenieganonceusencesnenetdenancaaoenscunsnindescaussnecedeaceniidbeansaneesneteniis 179 How to insert the duplicate of the task Qraup ceceeeee eee eerste enna nee 181 How to assign default resaurce s for the task QrOUP cccceeeeeee cece eee ee ee ee ee seen ee eeeneaeae aaa ee eee eee eeeeseaeeeeeeeeseseseeneaeaneenees 182 How to make graphic reports an the task GrOUp sees cece eee ee ee ee eee eeeeeeee eee ee sees eeeaeeeeeeeaeea aa eeeeseseseeneanansaseeeeeeseseaeennees 183 2 RCS OU CO Saat ete cece sats sere ew ete ete sese nt sev natant vee a see ietastnesusesdecaest waniesd seiecsiedueveenneecedesssseutsevescseuneets 188 How to create a MGW TOSOUEO sis isscsaiccontns cus cnsnacascnstedauecnacecssaseectulessunnceossessuscnsnssneactnateusesaeckeseu
94. elect History tab in Edit Task Dialog ones at 03 10 2007 17 54 Edit Task 145 2 General fe Reminder Resources Attachments Note Comments A gt Watch List History e List of changes Administrator at 03 10 2007 17 53 Task was Created Received In Seo ee 0 00 s Apprav edic ount 0 J L IL i Avg Consolidation TA z D 0 Cash 0 00 gt Credit Cards 0 00 o Bank K Transfer 0 00 gt IsApproved 0 2 IsDelivered 0 gt x T VIP Task Manager Start Up 26 2 4 6 Customizing Views Users can customize the Task List view by adding columns from the list or removing columns they don t need Drag a column header here to group by that column Murmber Mame Priority Status Complete Start Date Finish Date Due Date TimeLeft 4 Sort Ascending Highest In Progress 15 8 25 2006 10 00 9 2 2006 12 00 4 Sort Descending Fon Cancelled ag 11 00 8 31 2006 12 00 0 2 coups ThsFidd Namal Dra 6 21 2006 10 00 6 21 2006 12 00 18 21 2006 1d 6h 56m sae wis 8 22 2006 1 00 PI9 7 2006 12008 0 Normal 8 21 2006 9 30 A 8 21 2006 10 30 rete tom et OET ee a e 1000 Remove This Column Peace esa a at ot a sd hn Aion Right gh so right m oe EEE 10 30 5 2005 1 OOP am E AAEE E La a slejas zoor ajaizaaon _pestre cols pesa aeeoe
95. elected attachment Delete selected attachment Open selected attachment ANN SN Save selected attachment to your hard disc Description Type Link Cilmy if Link tts ffBay Link description of co learn it to teach acquaint yoursel By dragging columns header border you can change columns width Type Mame H Description Link Cim projectconmmunication plan doc description of communication plan i Link http www taskmanagementguide cam learn it to teach yourself to manage your time f Link http jw taskmanagementsoft com 7 acquaint yourself with these products 7 Tips e Double click on the space near Attachments panel s toolbar allows managing toolbars commands and program options via Customize window VIP Task Manager User Interface 76 High 19 03 2008 Sh Orn Administrator John Doe 26 02 2008 17 53 E Hiob SOs 008 gb 45m Administrator Joho Doe 26 02 2008 17 53 Customize 26 02 2008 17 53 AIRTEL 26 02 2008 17 53 a a Tece 26 02 2008 17 53 Task List 26 02 2008 17 53 i Task List Filters Iw Task List Groups lv Notes I Attachments W Notifications a W Resource Assignment W Comments lw Charts I W Task history Toolbars 26 02iene z oe Task History a Attachments 4 Resource Assignment e To close the panel click on button at its right bottom corner 22 Comments e To make the panel auto hidden click on b
96. ent W Comments W Charts Ez ion Payments E h Suppliers Y Task List Filters Current Ww Common Mame ID Status a Priority e To close the panel click on button at its right bottom corner e To make the panel auto hidden click on button at its ri ght bottom corner e To maximize the panel click on El button at its right bottom corner e To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 46 3 5 Filters Panel Filters panel features tools for filtering tasks by their properties on Task List grid By default Filters panel is located in the left part of views T Lisk all the activities i Products Hold a meeting with VIP Task Manager PL Status Created Status In Progress By Resource Owner Assignment Ea Notifications 2 oe fe aie e Sa ahn Thie Ta Tips v To display or hide Filters panel use main menu command View gt Panels gt Filters Task List DEl nM v To move Filters panel drag it and drop where you need There must be gray frame that shows panel s future location while dragging it VIP Task Manager User Interface 47 ier Goals q eae eee eee ties in work Y Task List yP gt My Filter Common snnnsansnnunsununnunsununsunsnnunnnnunnunnnnmannn annn n n n n Mie oon nnnsnnnnsnnsnnnnnnnnnnnnnnnn Hame sssnsunnan
97. er Think who Sorting Move to archive Tl mM Lr ge 2 jal Z g T mm T F Groups Always Expand Expand All I 2 CL qu 3 Th T Make vour Collapse All al List all the Write dow Sending taskis by Email Export Printing a Estimate how much time g In Progress 9 Print Preview cop eM ere Partie pred aces in mowes Mle cman ceed Export view To Excel Export view To HTML Print Preview window To create your own print design open Print Preview window and use following steps VIP Task Manager User Manual 131 1 Open Format Report dialog by using main menu command File gt Design Design Report button on Print Preview toolbar right click on the page or Ctrl D keys z Yek Forti to ae ele 3m Rebuild CbrtFS oe Desig k Clr O E Grint review a GO Page Setup EF load chao Emm bien eee 12 7 mm Tap ii he ee Page Setup E Et EEEE Options Next Page GW Last Page End hsa 2 In Format Report dialog on View tab check corresponding option if you want to display the report with column headers footers group footers or expand buttons Preview the settings in Preview window at the right part of Format Report dialog or click on Apply button to see the full screen preview Format Report View Behaviors Formatting Styles
98. esources Common Apply Filter For Task Li Hame e Choose filter settings ie Status In Progress Canc Pricrity Normal High ka o Click on Apply Filter button care hte Estimated T greater Oh 10m If you use a certain combination of filters often you can save it and B then choose it from the drop down list VIP Task Manager Start Up 24 2 4 4 Watch List If some Tasks don t relate to you directly but you need to receive notifications of them there are two ways 1 You can subscribe to notifications of Tasks assigned to certain Task Groups folders Edit Folder 1 Note 2 Watch List List of supervisors Administrator ackstreet boys mat Neizvestry CI oO fall Wan Susanin i ER ohn Doe E Leet Select Watch List tab in Edit Task Group dialog 2 You can subscribe to notifications of Tasks assigned to a certain Resources users Edit Task 65 General eo Reminder 2 Resources L Attachments Comments Watch List we History Am OO Se OO List of supervisors Administrator ackstreet boys mst Heizvestny O m lvan Susanin Joe Black JohnDoe Kirkorov Ky a Madonna o O Paul MoCattney Ringo Star o O Select Watch List tab in Edit Task dialog Kal Eal P EE Eal Eal E acu a VIP Task Manager Start Up 25 2 4 5 History You can track the history of all changes in Tasks from their creation to completion e S
99. et task changes notifications The notifications of task changes are received by the owner of the task and the persons who are assigned to this task To set task changes notifications for other employees use following steps 1 Open New Task or Edit Task dialog 2 Select Watch List tab and check the resources who you want to receive the notifications about this particular task changes 3 Click Ok button Edit Task 10 heal General eo Reminder 2 Resources Watch List List of supervisors Administrator Backstreet boys Ernst Weizvestry van Susanin Joe Black John Doe Klinton Ley Tolstoy Madonna Paul McCartney Ringo Star age Ok x A Attachments VIP Task Manager User Manual 126 4 1 23 How to import tasks If you want to use VIP Team To Do List database use following steps 1 Export task list from VIP Team To DO List software by using main menu command File gt Export gt Export To VPXML Enter database name and path in Enter a file for the export operation dialog 2 Import task list into VIP Task Manager software product by using main menu command File gt Import VPXML Find required file via Open dialog VIP Task Manager Standard l View Tools Help Change User Edit User Profile Archive mode Edit name of root task group Export View To Excel Export view To HTML C Import From Outlook
100. g several ways 1 Select main menu command File gt Print click on Preview button in Print dialog Printer Name Status Type Where Comment Print to File Page range al f Current Page Pages Samsung ML 1710 Series E Wiwinserver Samsung ML 1710 Series Properties Network Ep soe Enter page number andjor page ranges separated by commas For example 1 3 5 12 Copies Number of Pages All Number of Copies Collate Copies 1 Z E CE GH GH nsl VIP Task Manager User Manual 130 2 Select main menu command File gt Print Preview VIP Task Manager Standard Sees View Tools Help Change User Edit User Profile Archive mode Edit name of rook task group Export view To Excel Export wiew To HTML Import PsML Import From Outlook j Print Ctrl P aq Print Preview pshift ctri P 3 Press Shift Ctrl P keys 4 Right click on Task List grid and select Print Preview from drop down list Name Status a ID Info Complete F h New Task Ins Edit Task F4 i Delete Task F Develop al Make sure Dyer YjEe amp Identify all Duplicate Ctrl D Consult a F Roll up recurrence task a Change Status Define ares Increase Priority Shift Ctrl Up Describe w i e Decrease Priority Shift Ctrlt Down Filt
101. ger Start Up 5 2 Start Up 2 1 Step 1 Setting 2 1 1 Setting Workflow After you have successfully installed VIP Task Manager you can start organizing your company activity roles resources and workflow into one common database Company activities should gather logically related tasks into tasks groups Your company may have process project product client etc oriented activity so you should decide which way is better for your company Task Groups E 4 Eg Task Groups Ge 4 E3 o D7 G Gi o a o Oy TE AlS 3 et oT al a ion Company 0 aul Company i ion Production D io Start Up Project 0 Sales l D or Stage 1 0 ie Marketing 0 Stage 2 0 E unome Semice D jo Stage 3 0 o eens Support Gl Launch Project q fg Accounting T gF Stage 1 T Human Resources 0 on Stage 2 0 fo Administration U on Stage 3 0 Process oriented Project oriented Task Groups DEJ Task Groups a 2 ES ri D Gy p G Gz or of FE ao oF of FR aa co 1 co i io IBM on WalMart General Motors GF Boeing Eee Compay 4 Fa Shower Gel ion Orange Aroma Lemon Aroma or Apple Aroma r Coca Cola ion Procter amp Gamble on McDonalds o AIG I ion Shampoo For Men er For Women For Kids D OO OF oO oO Oo A D OOF fF oO oO Oo A Product oriented Client oriented The parent Task Group is created by default and has a name of the database file You can
102. gh 3 Planning The Project EF 4 Monitoring The Project ie 5 Closing Down T ee John Doe ie Ivan Susanin ie Ernst Neizvestny ie Joe Black ogy Backstreet boys le 7 ag Current filter fis any of 2 Defining The Project Assigned gt T 5g a 4 ID Mame i Assigned Administrator Joe Black 19 g fo fo fe a gia ig Me La LS 0 iS Assigned Administrator John Doe Tis 105 Hald a meeting with all concerned Hold a meeting with all concerned oO oOo Oo A e oO oOo Oo A e VIP Task Manager User Manual 96 4 1 6 How to set change task Estimated or Actual time To set task Estimated or Actual time select required time from Estimated Time or Actual Time drop down lists correspondingly in New Task dialog while creating a new task If there is no required time in drop down list enter the time in minute format using the keyboard To change task Estimated or Actual Time follow the steps 1 Open Edit Task dialog 2 Select required Estimated or Actual time from Estimated Time or Actual Time drop down lists correspondingly 3 If there is no required time in drop down list enter the time in minute format using the keyboard Edit Task 100 22 Comments 2 watch List History f Reminder S Resouces gl Attachments Mame Appoint someone to be responsible for the project quality Priority Task Group 2 Defining The Projec
103. gram options via Customize window VIP Task Manager User Interface 60 Customize Iw Task List Iw Filters Task List M Task Groups Iw Motes W Attachments M Notify Events Grants M Resource Assignment M Comments 1 start dates itarted To close the panel click on button at its right bottom corner Comments di Attachments Resource Assignment oe Task history To make the panel auto hidden click on button at its right bottom corner e To maximize the panel click on El button at its right bottom corner To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 61 3 8 Comments Panel Comments panel features tools for adding comments to task By default Comments panel is located at the right bottom part of application window 35h 15m Youp John Doe at 24 05 2007 13 52 Started Shall I put off my previous task i E a A a A Started G L Started i i je Task history Tips v To activate Comments panel select required task and press Ctrl Alt C hot keys v To display or hide Comments panel use main menu VIP Task Manager Standard User Admini command View gt Panels gt Comments Panels E Task List Groups Columns a T Task List Filters aac comments E Planning projed M pesource Assiqnmer ee Developing pra Attarhments v To move Comments panel
104. he panel click on El button at its right bottom corner e To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 72 3 10 Attachments Panel Attachments panel features tools for adding opening saving and deleting attachments By default Attachments panel is located at the right bottom part of application window 1 E Normal 2HIOR 2008 24h Om Administrator zegzizo0g 17 53 3 Planning 312h 10m J Attachments B Type Mame Description Link Cm project business case doc E File License bat g Comments e Task history P Attachments p Resource Assignment Tips v To display or hide Attachments panel use main menu command View gt Panels gt Attachments VIP Task Manager Standard User Admini File WEVA Tools Help s Toobars ce elt i tes m Panes H Task List Groups o Columns Y Task List Filters LSE F oF amp E ar Company s Motes PS Comments o Planning projer Ps Resource Assignment oe Developing pre T Starting ai i v To move Attachments panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it em Highest 6fUs 4UU6 Uh Um AH nsr Lr zeU Leis 3 Plann 0 Normal 28 03 2008 24h om Administrator 2602 2008 17 53 3 Planning 312h 10m z 3 5 es 5 ae SSSR RRR th nnn nnn nh hth nnn nth hhh hh nnn nnn
105. ht click on the page and select Page Setup from drop down list Ee Print Preview 0 View Format is Design Ctrl D Mame fe Print Preview i Design Ctrl D Tc File wiew Format Goa I Ga Load ceho EE Yo i a x OR suusa 2 La lel Save Cerl 5 k 7 5 La Margins Left 12 7 mm Top o CA Page Setup be T Options 2 In Page Setup dialog on Page tab select required paper style dimension orientation page source print order and check corresponding option if you want to print using grey shading Click on Print button if you are ready to print Ca Page Setup Page Margins Header Foater Scaling Paper Orientation Type Letter E Legal a i Portrait E Executive A4 E A5 Landscape 115 BS Folic f lt JNo 10 Envy Dimension Print Order Width 215 90 mim J m Down Fead Height 215 90 ror Bpr lt a Over then down Paper source shading gauto Select Print using gray shading Cancel 3 In Page Setup dialog on Margins tab enter required margins values check corresponding option to centre margins horizontally or vertically on page To return to margins default values click on Restore Original button Click on Print button if you are ready to print VIP Task Manager User Manual 136 OA Page Setup Page Margins Header Footer
106. iew task note section create and edit your own print design click on Print Preview button on Notes panel toolbar l l l i e To print out task notes section click on Print button on Notes panel toolbar e To display task notes as plain text under the task in Task List grid click on Preview Mode button on Task List toolbar and select Note as plain from drop down list e To display task notes as RTF under the task in Task List or Task Tree grid click on Preview Mode button on Task List or Task Tree toolbar and select Note as RTF from drop down list e To hide task notes from Task List or Task Tree grid click on Preview Mode button on Task List or Task Tree toolbar and select None from drop down list VIP Task Manager Standard User Administrator Data File Mew Tools Help Task List Groups Mote as plain h rO O S O s Note as RTF Y VIP Task Manager 111 User Manual 2 Resources watch List To add comments to the task use following steps 2 Enter the comments Edit Task 16 hell General w Reminder Note Comments List of comments Administrator at 12 04 2007 13 02 Please do this task as soon as possible John Doe at 12 04 2007 13 03 cant do this task now John Doe at 24 05 2007 13 51 It s very important bo do it right row John Doe at 24 05 2007 13 52 Shall I put off my previous task
107. ii TE John Doe 1 Getting sas V Show only unread notifications VY Show notifications of highlighted task By dragging columns header border you can change columns width VIP Task Manager User Interface 55 Title H Date Created 85 Get the business case approved by sen 12 07 2007 13 37 71 Task was created 6 Get the business case approved by seni 12 07 2007 13 36 58 Task has been deleted 80 Get the business case approved by sen 12 07 2007 13 36 55 Task has been deleted 83 Get the business case approved by sen 12 07 2007 13 36 54 Task has been deleted 84 Get the business case approved by sen 12 07 2007 13 29 52 Pon daka FR fit Sonne _ Tips Double click on the space near Notifications panel s toolbar allows managing toolbars commands and program options via Customize window Creator Task group John Doe 1 Getting SI John Doe 1 Getting SI John Doe 1 Getting SI John Doe 1 Getting SI John Doe 1 Getting SI To close the panel click on Ed button at its right bottom corner 4 To make the panel auto hidden click on button at its ri ght bottom corner To maximize the panel click on El button at its right bottom corner To return the panel to its default position click on corresponding button again oe John Dos o a 71 Set a realistic deadline ion Ivan Susanin o o o rial Erns
108. il P 4 2007 F DateTime M4 TWTFEFSS Start Time Finish Time Tips To quickly select today s date click on Today button in Due Date drop down box To clear Due Date entry field click on Clear button in Due Date drop down box User Manual 100 VIP Task Manager 4 1 9 How to set change task completion To set task completion enter required completion value in Complete entry field using up down buttons in New Task dialog Mew Task g Comments 7 a ter Reminder workflow Status g In Progress Due Date DateTime Start Time Finish Time Alternatively enter required completion value using keyboard To change task completion value open Edit Task dialog of the required task and repeat the actions mentioned above Note e When task completion value is changed from 0 to 1 this day date appears in the Date Started column e When task status is changed to Completed its finish date automatically appears in the Date completed column VIP Task Manager User Manual 101 4 1 10 How to set change task Start and Finish Date To set task Start and Finish Date use following steps while creating a new task 1 Open New Task dialog 2 Check Date amp Time option 3 Select required date from Start Time and Finish Time drop down boxes or enter it using th
109. ing on the diagram in series 9 Print out required diagram or preview it and create your own print design by clicking on Print or Preview button on Charts toolbar correspondingly Data Levels Priority Normal H Complete 40 00 fa Data VIP Task Manager User Manual 150 4 1 30 How to send the tasks by e mail To send the tasks by e mail use following steps 1 Go to Start gt All Programs gt VIP Quality Software gt VIP Task Manager Standard gt Database Manager i Urirstal Mozila Firefox whi Sal a a b m Cantos Bude 4 gt Aerobi Distiller 7 0 WO Adobe dionobat 7 0 Profesiucnal 2 Select SMTP tab in Database Manager window Database Manager General Database ED ai Default parameters _ Hast Company Username sysdba Password po A Database Path jo C Program Files VIP Quality Software s 3 Check Enable E Mail sending option Host Port 5e RA Default 25 Authentication User Password Check every Sender Name Sender E Mail poly VIP Task Manager User Manual 151 4 Enter host name of your SMTP server into Host entry field Database Manager General Databases Enable E Mail sending Authentication User Password Check every Sender Name Sender E Mail 5 Enter SMTP port into Port entry field
110. ion x jata Levels Status Default In Pro ress Priority i L amp Pr rity select value t sa Mor Notes JE comments alt Task history Jd attad Select Options tab and set required appearance for diagram legend title and customization zone If you want value hints to be shown while directing the cursor to the diagram check corresponding option on Options tab or uncheck it otherwise Customization Position a Default lf Mone lf Left A Top sof Right ce Bottom oF Alignment a Default boo 1 Noes End gt Orientation Default w VIP Task Manager User Manual 147 8 Data Levels option demonstrates the order of the diagramed fields To change their order drag required field s title and drop it where you need on Data Levels box Charts 4 p i price t None Min Charts _ el om price None Min Data Les vo ie select value H Data B Low For example the tasks in your list are grouped by Priority and Complete fields In Data Levels box you will see the same sequence of fields You want to make a diagram per Price field By selecting Priority field in Data Levels box you will diagram price priority relation the value of Price field for each value of Priority field Charts le E price Mone g Mn
111. log toolbar or press Ctrl Up Ctrl Down keys VIP Task Manager User Manual 141 Edit Workflow Status Move Up fChri Up Active Name olification PML statu Color Image Craft None a x Created Created i o ln Progress 1 99 O Open o E Cancelled Cancelled BM i Completed 7 100 On gir Ok zy VIP Task Manager User Manual 142 4 1 26 How to place the task to archive and return it back In archive mode you can t make any changes with the tasks To place task to archive use following steps 1 Right click on required task on Task List grid 2 Select Move to archive from drop down list Drag a column header here to group by that column Status Complet e New Task Ins Edit Task F4 i Delete Task F Duplicate Ctrl D Foll up recurrence task a Change Status i Increase Priority Shift Ctrl Up s Decrease Priority ShiFt Ctrl Down Filter Sorting Move to archive Ate Aho Caen sed After that selected task will disappear from your Task List To return it from archive use following steps 1 Select main menu command File gt Archive mode VIP Task Manager Standard Tay view Tools Help Change User Edit User Profile Archive mode be dit name oF todt task group Export View To Excel Export View To HTML 2 Right click on required task on Task List grid and select Restor
112. ming E verbode has dream doc l Alternatively drag required file on your PC and drop it to required task or use the following steps to attach files or links to the task l 2 3 Go to Attachments panel Click i New attachment button on Attachments toolbar In Edit Attachment dialog select File or Link from Type drop down list to attach files or links correspondingly Enter file path or link URL into URL entry field or choose required file manually by clicking on button Enter required description to the attachment in Description entry field Click Ok VIP Task Manager User Manual 108 Hew Attachment URL C Ancoming E verbode has dream doc zh Om B 7g ey cl F o Task 16 Make your project planning checklist Task group ER Mame Description Link Ciimy projectiproject checklist doc Link http wai kaskmanagementsoft com or Motes E Comments il Atkachments Resource Assignment CE Task histor c To edit attachment select it and click on Edit Attachment button or press F4 key To delete attachment select it and click on Delete Attachment button or press Del key To open attachment select it and click on a Open Attachment button double click on this attachment or press Ctrl O key e To save attachment to your hard drive select it and click o
113. n Mame Status ka TEA g hew Task Ins Make gt Edit Task F4 ai ie Delete Task F Duplicate Chrl D a Change Status gt Increase Priority ShiFk Ctrl Up it e Decrease Priority Shift Ctrl Down Specifi Filter 7 Think v Sorting Move to archive Write d Sending taskis by Email vol oe al xportiFrinti i ene aoe Export Printing rr Print taskis Estimate how much time E gt In Progress c Print Preview Shift Ctrl P Identify activities that hawe ve Completed Prioritize planned activities g In Progress Export view To Excel Make a communication plan J Created Export View To HTML VIP Task Manager User Manual 128 3 Press Ctrl P keys To print selected task s follow the steps below 1 Right click on Task List grid and select Print task s from drop down list Specify Think w Ensure Form 4 Hald a i Group ti Describ gt Decrease Priority Shifk Ctri Down Status Info _ Complete 1 a gt New Task bt boe d Jc E gp Edit Task S re G Delete Task Fa al 8 Duplicate Ctrl D 5 Ki ll l Fecir rence Ca g j Change Status Define gf Increase Priority Shift Ctrl Up Filter b Sorting Move to archive a 15 B iw cle Be 5 17 0 Sending taskis by Email Export Printing Print taskis F hi n Estimate how much time fe
114. n Save Attachment File button or press Ctrl S key VIP Task Manager User Manual 109 4 1 15 How to add notes to the task To add notes to the task use following steps 1 Open New Task or Edit Task dialog and select Note tab or go to Notes panel 2 Enter the notes 3 Click Ok button in Edit Task dialog or Apply button on Notes toolbar t Reminder Resources di Attachments cg v Make a standard business case template it will save your time in the future N OR Motes a 7E m m j B r U E E B Paria mis Mie F _ Tas Apply Cbrl 5 riti ze PESTLE Oa DE Make a standard business case template it will your time in the future OS Notes Comments i Attachments Resource Assignment io Task history Tips e To insert current date amp time into the notes position the cursor in the required place of Notes panel and press F5 key VIP Task Manager User Manual 110 Hotes i Ed F Y A eo eB Tas 26 FIr yous prefect fOr slippi Make sure that you linked tasks in the correct order and didn t overlooked any dependencies iz my Th Microsoft Sans SW Be Hotes d3 Comments i Task history pt Attachments Resource Assignment e To create your own text design use Note tab toolbar in Edit Task dialog or Notes panel toolbar e To prev
115. n list Status il aa Ins Make sul G Edit Task F4 EREN amp Delete Task F Identify Duplicate Chri o Consult aip cis tis i hata ie Change Status Define a Increase Priority ShiFE Ctrl Up Describe Decrease Priority Shift Ctrl Down Specify Fiter Think wH Sorting Ename E EES Form ag Hold a m on ins Always Expand Make yo List all tH Write do Sending taskis by Email 1 son I kinti Group tal E pat EiFrinting Right click on required task on Task List Task Tree or Calendar view and select Print task s Complete Priority Due Date E ka Highest 12 03 2008 highest 13 03 2008 PO Hoh 12 03 2008 b E Highest 13 03 2008 14 03 2008 pei E Highest 3 p Mormal 2 e Mormal En B Highest 2 B Mormal A E Lowest 2 Norma be Normal 3 Urgent 18 03 2008 k ea Low n4jo3 z008 gu taskis h A nici mej i Estimate how much time g In Progress 10 Print Preview Shift Ctril P Identify activities that el Completed Ses fea Print Ctrl F prortie planned fe In Progress a 25 Export View To Excel Make a communication Created g Export view To HTML 2 Check required data sections that will be included into the report General task name priority task group this task belongs to Estimated amp Actual Time Workflow Status
116. ne to be Boot Meteo soneonecan x Draft Choose the type of A r a 35 Created Agree monitoring and 25 04 2008 A W l Mame l Due Date VIP Task Manager User Interface 40 Grid footer Right click on Task List grid footer under particular column allows to carry out following operations Watch total value of selected task property where it makes sense Watch minimum value of selected task property where it makes sense Watch maximum value of selected task property where it makes sense Watch the account of the tasks that are displayed on Task List grid Watch average value of particular task property where it makes sense Hide all values from the footer under selected column gt gt gt gt gt gt Current Filter Task Group is any of 4 Monitoring The Project Drag a column header here to group by that column Status Complete Priority DueDate TaskGroup Estimated Time Owner Finish Date Assigned a rag 4 a amp Reerecords ofthe il created 30 04 200 a hase thetyne of fafil created 29 04 2008 4 Monitoring oh Om Administrat 0 4 Monitoring Administrat Doa Adminstrat Aree mentoring and sl created 25 o4j2o08 4 Monitoring hm Administrat Have a formal approval fl created sofosjzone 4 Monitoring gh Om administrat __ Armonk someone tobe el created 08 0 2008 Monitoring hm Administrat a Review the project created tejos 200
117. nge task group To set task group select the name of required task group from Task Group drop down box in New Task dialog and click Ok button while creating a new task Mew Task JE Comments 2 watchList e History Reminder Z Resouces di Attachments a jefining The Project g The Project 4 Monitoring The Proje 22 22 C Due Date 5 Closing Down i 1 e Ivan Susanin C DatetTime m oN cael To change task group follow the steps 1 Open Edit Task dialog and select the name of required task group from Task Group drop down box 2 Click Ok button Edit Task 100 2z Comments gt Watch List D History _ Reminder PF Resources l Attachments Hame Appoint someone to ore the project quality Estimated Time Actua Workflow Default oe bef png The Project Priority 4 Monitoring The Proje 22 22 C Due Date 5 Closing Down io 10 aseoa o007 w John Doe 1 1 g Ivan Susanin 0 D atetTime Start Time 25 04 2007 12h Finish Time 25 04 2007 g 1500 v Alternatively use drag amp drop method to replace the task from Task List grid to required task group on Task Groups Panel VIP Task Manager User Manual 95 e Task Groups on Task List view gh eA cs oy ot eS kd Fee Company 1 Getting Started ie 2 Defining The Project i
118. nger O Kinon o OO Metig president Lag Ernst Neizvestny ian Development Developer ag Paul McCartney EEN Development Developer Adeninicke akrar Tips e Double click on the space near Resource Assignment panel s toolbar allows managing toolbars commands and program options via Customize window Planning The a rs sted l gas l owca Loin 008 Oh Om Administrator Customize Ed 2008 24h Om Administrator Ee EEEE EEEE 2008 oh Ori Administrator Ea Oh Om Administrator van Susanin T Toolbars Oh Om Administrator Task List Joe Black Task Tree Rename Resource List Mew Calendar Delete Oh Ora John Doe 2903 2008 Joe Black Oh Or John Doe 2903 2008 Joe Black Oh 10m Administrator Filters Task List John Doe T Ul 0 0 0 0 0 0 Dy ukk kk kk kaka kaka aa Filters Task Tree Reset a Filters Calendar Oh Orn JohnDoe Joe Black John Task Groups JohnDoe Joe Black Jahn Task Groups on Calendar view an th Om John Doe i Motes Oh Or John Doe 2O03 2008 Joe Black Attachments m M ER Notify Events Roles Sa Double Department Job title F a Backstreet boys Ernst Neizvestny Development Joe Black unknown Permissions 2 Resource Assignment d Attachments a Task history e To close the panel click on amp button at its right bottom corner e To make the panel auto hidden click on button at its ri ght bottom corner e To maximize t
119. nment panel use main menu command View gt Panels gt Resource Assignment VIP Task Manager Standard User Adminis File WEYA Tools Help Toolbars d Panels d E Task List Groups Columns d ki Task List Filters E oe G E Motes Ber Company 2 Comments 7 a o Planning projec ie Developing pre TE aa ja Starting pro amg Resource Assignment be Pel achat Tack Ricker ik Attachments v To move Resource Assignment panel drag it and drop where you need There must a be gray frame that shows panel s future location while dragging it VIP Task Manager User Interface 68 Task group 1 Getting Started a Mame Department Job title C Administrator A hnoo ink Unknown SO an susenin ide ide CO Ernst Neizvestny Development Developer O eak Qk Sa aa ge Motes a d Attachments 2 Resource Assignment i Task history 1 Getting Started 1 Getting Started v To take Resource Assignment panel out its default location double click on its tab Resource 4ssignment aE a Lo Dah a a ET Department Jt Developer unknown a Eg Task history Resource Assignment To return Resource Assignment panel to its default location double click on its title gt i id id Double click JF a iy h h T w T Mame Department Job title me S Administrator CO E a E all Ernst Neizvestny Development gt Notes
120. nn hhh hhh nnn hah hhh hh nnn nnn ahhh hhh nnn nnn nnn AAPELI EEATT EIEEE EEIEIEE ttn nnn nent hhh nnnmnananta tnt ic g a in ci ii r 5 Task 1 Develop a business case for the project i Pie dia Type Hame Description I Link C my project business case doc E File License tut ez Comments i Task history Attachments 2 Resource Assignment v To take Attachments panel out its default location double click on its tab VIP Task Manager User Interface Attachments DEJ Description To return Attachments panel to its default location double click on its title mgl ewe wy e ea e eae ke e y e ee e a B E ___paeee l zeros 71533 Perina E Resource Assignment 7 fia fie 2 ee al Attachments Name A Description E a project business case doc Attachments Toolbar By default Attachments toolbar is located at left top part of Attachments panel Attachments Mame Description Ciim projecticommunication plan doc D EE http iem taskmanagementguide com o dik http Saw taskmanagementsoft com The following table describes each of the Attachments Toolbar buttons Add a new attachment to selected task VIP Task Manager User Interface 74 Edit selected attachment Delete selected attachment Open selected attachment hy Save attachment to your hard drive Add or remove buttons to Attachments T
121. nnnnnnnnnnnnnnnnunnnnnnnnnnnnnnna usnunnnnnn nM Bite scccccccennessnesesnnsecsennsen ID Statys Priority Mor Actual Time m Date Range el Date Create equal 911 200 Hold a meeting fith all Seas Date Last M ee _ VIP Task Manag Purchase Date Starter snnnsunnnsnnsonnnsansnnnnsnnnnnnnsnnnnsannn f ansnnnnnnn s A ASe meer eee reer eee rer Date Compl By Resource Owrer Assignment a ee or Joe Black gt 53 oo Backstreet Task List Filters gt My Filter Ty E 2 Fa AS J O By Resource Filters Toolbar VIP Task Manager User Interface 48 By default Filters toolbar is located at the top part of Filters panel My Filter 4 p The following table describes each of the Filters Toolbar buttons Select and apply predefined filter Apply filter for Task List grid Clear Task List filter Save current filter Delete current filter Set automatic applying filter og Add or remove buttons to Filter Toolbar Tips v To display or hide Filters Toolbar use main menu command View gt Toolbars gt Task List Filters VIP Task Manager Standard User Adminis Toolbars F B Task ah aa Task List Filters p Panels Columns r Task List Groups iat we lsleed ar FANIA VIP Task Manager User Interface 49 Y To move Filters Toolbar move mouse cursor to its left border left
122. nseeiessanssnetbinaiesocssascutaacouend 188 How to odit a TESOULCE saison cs cise cndeaaavceduei cece awed sian ee akaa ladvcbaitenendven venicedireiavavienvesvanssudauiivesdsdendtlevdanvisteloneisteiants 189 How VO delete GOS OMEG Gi riroraa eani rE EEEE EE EA erea EEEa 190 eA oE pg LT a e e E E E E E E ise 191 How to set task Changes notifications 0ccc iii i ii i eee eee 192 VIP Task Manager Introduction 4 1 Introduction 1 1 What is VIP Task Manager VIP Task Manager Standard Edition is a client server software for team collaboration without any restrictions All users can simultaneously access the common database through Local Network LAN to see add and edit all tasks It is the best solution for sharing tracking and reporting tasks within the team easily and quickly VIP Task Manager Professional Edition is a client server software for team collaboration based on access permission Authorized users can simultaneously access the common database through Local Network LAN to see add and edit certain tasks if they are grunted appropriate permissions It is the best solution for planning scheduling sharing tracking and reporting tasks appointments projects and any company activities in small and midsize business government and non government institutes non profit and educational organizations Thank you for choosing VIP Task Manager We sincerely hope you enjoy our program VIP Task Mana
123. nst Neizvestny 6 Joe Black Group tasks under 3 Planning The Created i 18 03 2008 Oh 45m Administrator 18 03 2008 John Doe Backstreet boys Write down 3 Planning The Completed A Hi 19 03 2008 5h Om Administrator 18 03 2008 John Doe E AF T S MA FS TT ee A Y Filters Task List E nate mul on E m Planning The mAn 7 DLO h Current ME Bar g identity activities that 3 Planning The Completed M Normal 25 03 2008 Oh Om Administrator Make a communication 3 Planning The Created Normal 18 03 2008 Oh Om Administrator Filter your project for 3 Planning The a Created Normal aainatanna 24h fim Administrator v To take Task Groups panel out its default location and vice versa double click on it Task Groups on Task List View GJ 22 E oe Ivan 5 i o Ernst Joe Bl Backstreet boys Task Groups Toolbar By default Task Groups toolbar is located at the top part of Task Groups panel o Task Groups on Task List view E 48 Eg A W 1 Getting Started 9 op 2 Defining The Proj 18 og 3 PlanningTheP 28 ope 4 Monitoring The Pr 21 a 5 Closing Down 1 P John Doe EP Ivan Susanin EF Ernst Meizvestny Joe Black be ier Backstreet boys l Li D 2 A A amp j lt VIP Task Manager User Interface 43 The following table describes each of the Task Groups Toolbar buttons A Move selec
124. ntry field if needed and click Apply button Database Manager General Databases SMTP Enable E Mail sending Host smtp aol com Fort Authentication User Fassword Check every Sender Mame Sender E Mail VIP Task Manager User Manual 154 10 Enter your name into Sender Name entry field It will be added to the message Database Manager General Databases Enable E Mail sending Host smtp aol com Port 567 5 Default 253 ar Authentication Login ka User jones Passmiord peer Check every Sender Name Sender E Mail 11 Enter your e mail address into Sender E Mail entry field It will be added to the message to From field Database Manager General l Databases SMTP Enable E Mail sending Host smtp aol com Port 587 4 p Default 25 r Authentication Fassword ele Check every 10 gt ieai min Sender Name Jones Smith Sender E Mail smith adl com J VIP Task Manager User Manual 155 12 Click Apply button Database Manager General Databases SMTP Enable E Mail sending Host smtp aol com Port 587 1 gt gt Default 25 Authentication User jones Password ett Check every 10 4 al Sender Mame Jones Smith Sender E Mail smith aol com
125. of w Ivan Susanin 0 a F th al t 3 a Ernst Neizvestr 0 Pee eee i T Filters Task List Keep records of the current w OY hy KS Choose the type of Cece saat an Pe pancedoacant ace laa oer inchoinr o a a e o a a be sam oneecioonen Agree monitoring and E E EE E E Tips v To display or hide Task Groups panel use main menu command View gt Panels gt Task List Task Groups oe Purchasing gE Comments e Purchasing Prei ag I Resource Assignment BA o Mena H ee v To move Task Groups panel drag it and drop where you need There must be a gray frame that shows panel s future location while dragging it VIP Task Manager User Interface 42 j Current filter is anpa 3 Planning The Project Drag a column header here to group by that column Name Task Group Status v Complete Priority V Y DueDate W Estimated Time Owner W FinishDate Assigned 1 Getting Started 6 2 Defining The Proj Make your project 3 Planning The p In Progress 5 amp Urgent 18 03 2008 2h Om Administrator 18 03 2008 John Doe 3 Planning The P Prioritize planned 3 Planning The g In Progress 25 o Urgent 11 03 2008 Oh 50m Administrator 11 03 2008 John Doe 4 Monitoring The Pr Appoint a team member 3 Planning The Completed 26 03 2008 Oh Om Administrator 5 Closing Down John Doe Ivan Susanin Er
126. oolbar Chart a 22 FS i Order ID w Quotation ID Averay _ me Resource select value Customize Chart hil Colunn diagram O Order ID E Quotation ID Administrator T F TI Io niece WE __ L E ir e el biete Silom cb ese e te mA L oo ee Il E A E A 95 a E A E O AE E EA EN On the right of the Customization zone there is an option that allows to select column bar line area or pie type of the diagram Cokyron diagram Coin diagram Bar diagram os Line diagram b Area diagram OE SS Left click on Customize Chart button allows to display or hide diagrams sort the data on the diagram Data Levels Resource select value Customize Chart VIP Task Manager User Interface 86 in ascending or descending order display or hide Data levels and set the appearance of the legend titles and Customization zone F customization a Fd Charts Series Data Groups gt eal Complete w P C Complete H Quantity Snes select value Data Levels O Complete D Quantity kif gt Motes as Comments a Task history 70 Attachments aa Charts E Resource 4ssignment f Complete Cuantik yr esa s Customization x hor Notes Comments a Task history N Attac Charts Complete Quantity Customization EE Series Data Groups ss
127. oolbar Tips v To display or hide Attachments Toolbar use main menu command View gt Toolbars gt Attachments VIP Task Manager Standard User Adminis Panels Columns E Company Attachments i Plannina oroied Notifications A v To move Attachments Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need Type Mame Link CAmy project business case doc v To take Attachments Toolbar out its default location and vice versa double click on it B 42 g Resource Assignment 7 gt i N Attachi i Hame act business caze doc VIP Task Manager User Interface 75 Attachments grid Task 23 Make a communication plan and communicate it with all concerned Type Mame Description Link Crlmy project communication plan doc description of communication plan AER aw kaskimanagementguide com learn it to teach yourself to manage your time http fiv taskmanagementsoft com acquaint yourself with these products Left click on column header allows to sort resources in ascending or descending order by selected column Type Descriptio Link nny projecticommunication plan doc tink ttp Tanan taskmanagementguide com Link tro wiv Faskmanagementsort com Right click on Attachments grid allows to carry out following operations Add a new attachment Edit s
128. ority Normal High ka Actual Time is not empty ka Estimated T greater 0h 1 r w By Date J Date Range Today Empty date Date Create equal 19 11 2007 wt Date Last M O None Date Starter Date Compl Relative Toy OO w ODae saua sv t8etiveno7 v By Resource Owner Assignment l Mi on Oo to mo bi Mi H 2 i am Then click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys VIP Task Manager User Manual 122 Setting filter by the Owner field To filter tasks by the person by whom they are assigned select required resources from Owner drop down box on Filters panel click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys Date Last M By Resource Owner Assignment Department E Administrator Backstreet boys oO Ernst Neizvestriy van Susanin L Joe Black Lev Tolstoy C Madonna ia Paul McCartney C Ringo Star Setting filter by the Assignment field To filter tasks by the person who they are assigned to select required resources from Assignment drop down box on Filters panel click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys By Resource OWNer Kirkorov Ley Tolstoy s Assignment w OO m C Unassignment L Administrator Backs
129. pany Normal ee Daily Work 3 3 6 Meet the development department Z Norral gt Fie View Tools Help ae ce amp Ge Task Groups DEJ Move Down Ctr Donn ao B o O Gp e A Mur Mame Priority L Monitor positions in Google For main key words Normal LLL G Your Companr g Projects i analyze webste traffic Normal n VIP Team Pre 4 4 3 Call US resellers High ion New Product 4 4 4 Call bo DVD box producer Marmal New Ste LaL 2 Call to Advertsing Company Normal ier Daily work 3 3 6 Meet the development department MHormal Click on Manual Sorting and Move Up button VIP Task Manager Start Up 22 2 4 2 Sorting and Grouping You can sort tasks within any columns and group tasks by one or several columns to use your To Do List more effectively VIP Task Manager Standard User Administrator DataBase 197 168 0 9 C Pra gt File View Tools Help ri e ee t fl Sia E sW Drag a column header here to group by CE Task Groups El z g oe amp E i Your Company 0 26 ri Projects L il 19 Test Beta wersion io g a 4 4 Analyze al the risks 4 A Urgent Highest Highest Kets Product 4 Analyze al the risks gp Mew Site Lar sig Daily Work 3 Click on any column header to sort tasks f e N x L CY zi Ca Task Groups p a ep oY Mumie
130. ra F A rer TT k 4 i e Options allow users to edit various program settings like _ EE cure Global Hotkeys maximal size of attachments loading rogram on Windows Start Up etc oF oF at Si m Company n a i 53 irene Help menu Inside Help menu the following options are available AVE a E E a Peseta Help option allows users to make an acquaintance of File View Tools program features and solve problems that appear when ee E Hep working with the program e D Lie L iH A Paea C i e About option allows users to get information about product i Task Groups or i version and software company Home Fage 2 Go oe i e Home page option allows users to open product home page Enter license information a consany ces in default Internet browser Sor See ae A ellie e Enter license information option allows users to enter the path to license file in order to register the product vg 1 Getting Start 9 9 io 2 Defining Tt 15 15 write project definiti Define areaz he VIP Task Manager User Interface 33 3 3 Task List View Task List Toolbar By default Task List toolbar is located at the left top part of Task List view VIP Task Manager Standard User Administrator DataBase fff File wiew Tools Help Eoc acr dd st 1 S a Task List Groups a Ee Drag a column header here to group by that column The following table
131. re aoe GE leo send attachments P VIP Task Manager User Manual 158 18 Click Next button Setting parameters for sending tasks via E Mail wd iv General h Assignments di Attachments i Notes 22 y Comments ank History 19 Check Assigned resources radio button to send selected task to the resources assigned to this task The list contains only resources who have e mail address in E mail field The list contains only resources who have e mail address in E mail field Madonia lvan Suzanin Ley olstou Ernst Nervestny Backstreet boys Paul McCartney I kinton Amgo Stat 20 Alternatively select Custom list radio button and check resources for sending e mail VIP Task Manager User Manual 159 Setting parameters for sending tasks via E Mail Ed Assigned resources for task only ie Custom list Y The list contains only resources who have e mail address in E mail field John Doe Madonna Ivan Susanin Lev Tolstoy Ernst Nezvestriy Backstreet boys Paul McCartney Klinton Ml Ringo Star T Rs ae Tips aja To quickly select all resources click on button To quickly clear resource list click on HH button 21 Enter additional e mail addresses selected task will be sent to into corresponding entry field Several e mail addresses are separated by comma or semicolon Setting parameters for sending tasks via E
132. re grouped by any column available if Always expand is not activated gt Collapse all task groups when the tasks are grouped by any column available if Always expand is not activated gt Send the tasks by e mail gt Print out selected task s VIP Task Manager User Interface 36 gt Preview Task List grid create and edit your own print design gt Print out Task List grid gt Export Task List grid to Excel gt Export Task List grid to HTML Column headers Right click on column header allows to carry out following operations on Task List Grid aft ity Due Date Al E jz mAs ort Descending eee igh 19 03 20 lear Serta F Admir ormal 20 03 20 12m Admir Group By This Field rgent 15 03 20 12mm 4dmir Group By Box rgent 11 03 20 12m Admir ormal 18 03 20 E Footer 12m Admir armal zrl SroumF maer 12m Admir J opioa zo Remove This Column 12m ddmir oral 2sio3 200 le Field Chooser 12m Admir ormal 25 03 20 Alignment ay Admir ormal 18 03 20 Align Left 12m Admir igh 26 03 20 Align Right a Admir ormal 2410320 Align Center 12m Admir HII Oo a Lal cr al or hh E cL 3 ormal eolosf2ol ormal 27 lOs 2O Best Fit fall columns gt Group tasks by selected column gt Display or hide the space above Task List grid that allows to group tasks using drag amp drop method gt Sort tasks in ascending order by selected column gt
133. ry Administrator at 28 03 2007 1 Start gt 3 18 2008 10 00 AM Tips e Double click on the space near Task History panel s toolbar allows managing toolbars commands and program options via Customize window d gt Urgent 11 03 2008 z Customize Normal 18 03 2008 High 20 03 2008 f Toolbars D E Highest 26 03 2008 e f Mormal e ta w i W Task List e Double Task List Filters Task hist click A M Task List Groups _ 4 W Motes Task 16 MAR Pt iM Attachments _ ill i Notifications Ta a _ a Pe j M Resource Assignment Administrator at 28 03 2007 W Comments Due date 3 22 2006 gt 3 15 20 Charts Administrator at 28 03 2007 M Task history Priority Normal gt Urgent Administrator at 28 03 2007 New Assignments John Doe Notes Comments b T e To close the panel click on button at its right bottom corner VIP Task Manager User Interface 81 To make the panel auto hidden click on button at its right bottom corner To maximize the panel click on El button at its right bottom corner To return the panel to its default position click on corresponding button again User Interface 82 VIP Task Manager 3 12 Charts Panel Charts panel displays field s values of the tasks in the form of diagram By default Charts panel is located at the right bottom part of application win
134. ry to omit the rhymes tonigh so right miss kiss oT 5 2006 10 56 AM 1763 Leave more music writing for outsourcing 6 15 2006 10 55 AM 1763 Leave more music writing for outsourcing 6 15 2006 10 55 AH 1746 Reduce time to 2 minutes for a song 15 2006 10 57 4M 1746 Reduce time to 2 minutes for a song 15 2006 10 57 4M 1729 Translate songs into native languages 6 15 2006 10 47 AM 1729 Translate songs into native languages 6 15 2006 10 47 AH Select a Notification and click on Mark As Read Click on Mark All As Read Also users can filter Notifications to display those you haven t read yet or display only those Notifications that belong to a highlighted Task VIP Task Manager Start Up 19 Notifications Notifications Show Unread Only Date Created 9 Order more country music 8 15 2006 11 30 AM 1848 Wants to take part in the orchestra 871572006 11 00 AM 1763 Leave more music writing for outsourcing 6 15 7006 10 55 AH 1729 Translate songs into native languages 6 15 2006 10 47 AM 1729 Translate songs into native languages 6 15 2006 10 47 AH 1712 Order more country music 6 15 2006 10 46 AH Show Notifications of Highlighted Task Date Created 9 Order more country music 6 15 2006 11 30 AH 1712 Order more country music 6 15 2006 10 46 AH Click on Show UnRead button Click on Show Notifications of Highlighted Task When users activate Notification De
135. s Look and Feel H aon E yeee SS UltraFlat m ES Refinements F en W Transparent Graphics F ic Display Graphic As Text W Flat CheckMarks Suppress Background Textures Consume Selection Style Pagination iw By Toplevel Groups One Group Per Page Title Properties 5 In Format Report dialog on Styles tab check Use Native Styles option if you want to change VIP Task Manager User Manual 133 report style select required object from corresponding list and select its Font Colour and Texture using corresponding buttons Return to its default settings or save new style using Restore Default and Save As buttons correspondingly Preview the settings in Preview window at the right part of Format Report dialog or click on Apply button to see the full screen preview Format Report Wiew Behaviors Formatting Styles Preview Cards Charts a Preyien Use Native Style mn ard Row Caption ontent ontent Even Rows ontent Odd Rows 58 Chattro Restore Defaults Save As Style Sheets Y Mews Title Properties 6 In Format Report dialog on Preview tab check Visible option if you want to print task notes and Auto Height option to set line auto height Preview the settings in Preview window at the right part of Format Report dialog or click on Apply
136. s VIP Quality Software VIP Task Manager Professional and put them into XSLT folder After that your templates will be available in Templates drop down list of Report options window VIP Task Manager User Manual 171 5 Click Build report button Report options Data sections wl General 22 V Comments A Assignments on History Attachments gt Notes O ATF format VIP Task Manager User Manual 172 4 2 Task Groups 4 2 1 How to create task group There are several ways to create new task group 1 Click on New Group button on Task Group Panel toolbar P Task Groups on Task List E 32 3 3 PlanningThel 28 28 4 Monitoring The F 22 2 2 Press Ctrl G key 3 Right click on Task Groups Panel tree and select New from drop down list jo Task Groups on Task List E 32 amp co op Sa Bg oH Company Te 1 Getting St l i Reset Filter P 2 Defining ma 3 Planning T gt Mew Task Ins je 4 Monitoring cs Closing Do i few an Ctrl 3 JohnDoe 97 i In New Folder dialog on General tab enter task group name into Name entry field Open Task Group drop down box select required parent task group from task group tree and click Ok Mew Folder E ior Company Planning project E Developing project R oe va VIP Task Manager User Manual
137. s in Central Park Normal Draft 0 gar 5 Boost sales in Alaska Normal In Progress 70 7 Correlate song price with oil price Normal Verified 100 io d 9 Order more country music High Created ij Do 9 Boost sales in Alaska Normal In Progress 70 y 10 Translate songs into native languages Norrral In Progress 5 VIP Task Manager Start Up 28 2 5 2 Printing Users can print Task List view to present reports take to do lists out of office etc Ee Print Preview File View Format Go sgeun sgu 8 YFA S226 B amp B 8 ms i gt i Margins Left 0 5 Top 0 5 Right 0 5 Botkor 0 41 Header 0 1 Footer 2 Time Limited Offer 4 Send songs by e mail dill Mormal Draft 0 8f21 2006 11 30 8 21 2006 1 00 P ajzijz006 1d 5h 49m Direct Tom Jons Number Mame Priority Status Complete Start Date Finish Date Due Date Time Left Folder Assigned 1 Destroy competitors records Highest In Progress E 15 8f25 2006 10 00 9 2 2006 12 00 4 Agressive Michael Jacksan Burn em all 2 Buy all the radio airtime Low Cancelled B26 2006 11 00 6 31 2006 12 00 Agressive Michael Jacksan 3 Sell songs Free of charge Urgent In Progress E Hs al2if2006 idSh49m 4gressive Michael Jacksan Attach texte to the letters VIP Task Manager User Interface 29 3 User Interface VIP Task Manager User Interface 30 3 1 Interface Summary Getting familiar with VIP
138. scription they will be able to see the Types of Notifications they are subscribed to and changes that took place in Task attributes such as Status Assigned Resource Start and Finish Date Priority etc If they want to see the Task on the list they can highlight it there by click on Find task button Notifications DEJ G for Date Created Creator 1848 Wants to hE J 5 6 15 2006 11 00 AM Administrator Status Draft gt Created Start gt 8 25 2006 Finish gt 872572006 Hew Assignments Tom Jons Estimated Time 30m 3h m Actual Time 30m gt 2h Om 1814 Ordered a march 15 2006 10 58 4M Administrator Due date gt 6 25 2006 12 00 AM Click on Show Description button Notifications DEJ 3 fel Ga a g zh Find task s Title Creator Task group 2 testi 1 19 2uind task i Administrator Marketing Estimated Time 0h Om gt 2h m 4 test2 1 19 2007 1 25 PM Administrator Development Mew Assignments test Task has been created Click on Find Task button Making Comments This feature let users add comments to tasks The program automatically saves the name of the user that made the comment and time when the comment is made Start Up 20 VIP Task Manager e Double click on a Task Edit Task 16 j ed General eo Reminder A Resources A Attachments e Select Comments tab SS Note Comments ds Watch List i History e En
139. sk Groups grid allows to carry out following operations VIP Task Manager User Interface 45 Task List Groups a7 v Set filter to display tasks of selected task groups Gh Gp Gc of of v Reset filter ge GS A Z v Create a new task assigned to selected task group eae v Create a new task group Je v Edit selected task group v Delete selected task group g gt New Task Ins v Insert the copy of task group into selected task group a a E v Make a copy of selected task group higa oP Edit ae ie es v Move selected task group one position up in Task Tree eee A v Move selected task group one position down in Task EHE 3 Tree ee vV Sort subgroups alphabetically within their task group ey v Move selected task group to archive Sort alphabetically Fd Expand all task groups yx v Collapse all task groups TEA N v Refresh Task Tree SO Collapse all E Comma z Refresh hame Tips e Double click on the space near Task Groups panel s toolbar allows managing toolbars commands and program options via Customize window er Task List Groups q Double click Ss pa oP G i mm a lg Purchasing Gip Purchasing Plans F TD Oo i T o Toolbars F er 5 C i H 5 I Eig Orders Eh Invoices lv Task List lw Filkers Task List lf Task Groups W Motes lf Attachments lv Notifications Reset W Resource Assignm
140. st E 3 E c ee G 2 Select required task and press F4 key 3 Right click on required task on Task List grid and select Edit Task from drop down list sscase y iCompleted A vri je d T h oje gee Delete Task Fa Eat FNE Duplicate Ctrl D L Me D Increase Priority Shife Ctrl Up h Decrease Priority Shift Ctrl Down i a a I l 4 Double click on selected task on Task List grid VIP Task Manager User Manual 91 4 1 3 How to delete a task There are several ways to delete a task 1 Select required task and click on Delete Task button on Task List toolbar VIP Task Manager Standard Us File View Tools Help oo Task or Delete Task FS fy s LEI E L rm 2 Select required task and press F8 key 3 Select required task and press Delete key 4 Right click on required task on Task List grid and select Delete Task from drop down list tention ten ll LD WS Hea LUT IEE f Duplicate W Increase Priority ShiFk Ctrl Up we Decrease Priority Shift Ctrl Down a Pu E In confirmation window click Ok 1f you want to delete this task or No 1f not Confirm e Are you sure you want to delete all 1 selected taskis ed VIP Task Manager User Manual 92 4 1 4 How to set change task priority To set task priority select required priority from Priority
141. t 0 minutes w 20 minutes 30 minutes Que Date Date Time Start Time 12 All Day Finish Time 25 04 2007 v 15 VIP Task Manager User Manual 97 4 1 7 How to set change task status To set task status select required status from Status drop down list in New Task dialog while creating a new task Mew Task Comments Watch List a History f Reminder Resources g Attachments Estimated Time Actual Time Que Date Ae rai 3 Created JB In Progress C DateTime g Cancelled Completed Start Time M Verified Finish Time To change task status use one of the following ways 1 Open Edit Task dialog and select required status from Status drop down list Edit Task 103 x S Note 2 Comments B WatchList 3 History 2 General o Reminder Resources gl Attachments 9 Dratt S Complete E Diratt 3 Created MB In Progress g Cancelled Completed 18 00 JAllDay 2 Right click on required task on Task List grid and select required status from Change Status drop down list VIP Task Manager User Manual 98 35 New Task Ins ssl re Edit Task F4 ks to Highest oon Delete Task Fg Bo Yo Normal per Duplicate Chrl D Iss Ho S Normal T 30 Yo Highest an Increase Priority Shift Ctrl Up Normal lil s Decrease Priority Shift Ctrl Down i eU Lowest a 1
142. t 4drministrate thom AE Align Right adrninistr ate Align Center a inistrate a Best Fit 4drministrate Oh 10m Best Fit all columns administrate 2006 0068 43h Om 7254h lam 26 03 2007 10 52 Administrate gt Display or hide Task List Grid footer gt Display or hide Task Group footers Attachment Department Estimated Time Finish Date HA im 71A7h 127m SARIN 1057 Sdrninistratine VIP Task Manager User Interface 38 ne W Time min ole Sort 4scendin hOm 7254 A 7 Sort Descending ey 5h Orn ay fos 2o07 Clear Sorting h Om 7062 4 05 2007 ihom 7014 Stoup By This Field 4105 2007 j Group By Box Lh Orn m E fa Sos 2007 e Last Mor adnclannc 4 OS Foo pea ETE Footer Tee gt Align left selected column P zE Grou ee a gt Align right selected column gt Align center selected column Jh Om Remove This Column 05 2007 gt Set selected column best fit Jh Om GH Field Chooser 3 05 2007 gt Set all columns best fit Jh Om oe e 5 05 2007 Jh Orn la 4 05 2007 Jh Om E Align Righ 5 05 2007 Jh Om Align Center 505 2007 Jh Om Fa Best Fit 5 03 2007 5 05 2007 Jh m 7230 Best Fit fall columns Left click on column header allows to sort tasks in ascending or descending order by selected column ate w Actual Time 2 Time Left 2008 6678h 12m adr Oh 10m 7230h 12m Adr Drag amp Drop method applied to column header
143. t Neizvestny 3 Planning The af Draft 72 Set a realistic deadline 3 Planning The gr Draft ist all the activities in 3 Planning The ae Draft Customize aSrite down 3 Planning The g In Progress Toolbars Commands Options Toolbars M Resource List lw Calendar Delet i Filters Task List W Filters Task Tree Reset lw Filters Calendar lw Task Groups W Task Groups on Calendar View lw Nokes ist all the activities in Prioritize planned ake your project roup tasks under ake a communication Planning The 3H Created Planning The ie In Progress Planning The In Progress Planning The 3 Created W Attachments M Notify Events IW Roles Department g gill 28 5 Motifications Fa el tae Se G z oP ay This Month ay Title Date Created 85 Get the business case approved by senior mz 12 07 2007 13 37 71 Task was created 6 Get the business case approved by senior mar 12 07 2007 13 36 58 Task has been deleted I 80 Get the business case approved by senior mz 12 07 2007 13 36 55 Task has been deleted fi 63 Get the business case approved by senior m 12 07 2007 13 36 54 Task has been deleted 84 Get the business case approved by senior mz 12 07 2007 13 29 52 Dua dake 76 102700 Creator John Doe John Doe John Doe John Doe John Doe 3 3 a a 3 Planning The
144. ta gnr Select Options tab and set required appearance for diagram legend title and customization zone If you want value hints to be shown while directing the cursor to the diagram check corresponding option on Options tab or uncheck it otherwise Customization Series Data Groups Options Legenda 3 Position O Default 2 None Left D Top O Right oF Alignment C7 Default 1 3 A End a Orientation Default l l io O Bottom VIP Task Manager User Manual 185 7 Data Levels option demonstrates the order of the diagramed fields To change their order drag required field s title and drop it where you need on Data Levels box Charts ak i price None oMa ow _ ist price BB one Bl F Data Levels Compere 10 00 C con SD sl an k a Sais Low si E For example the tasks in your list are grouped by Priority and Complete fields In Data Levels box you will see the same sequence of fields You want to make a diagram per Price field By selecting Priority field in Data Levels box you will diagram price priority relation the value of Price field for each value of Priority field Ch
145. ted task group one position down in Task Tree Add or remove buttons to Task Groups Toolbar Tips Y To display or hide Task Groups Toolbar use main menu command View gt Toolbars gt Task Groups VIP Task Manager Standard User Adminis Eile ae Toolbars d lt Task List P Panels d Filters Task List Hee Tools Help Columns C E i co c Motes Jo Bo y Attachments 1m esa w Motifications v To move Task Groups Toolbar move mouse cursor to its left border left click on it while cursor has its crosshair status drag and drop it wherever you need VIP Task Manager User Interface b Task Groups on Task List view E 42 64 P SO G o Company oo 1 Setting Started oo 2 Defining The Project o 3 Planning The Proj 4 Monitoring The Proje je 5 Closing Down John Doe oo Ivan Susanin oo Ernst Neizvestny je Joe Black oo Backstreet boys 2 Defi q 15 3 Plar Double 28 4 Mon click 2 5 Clos w T a o John D L o Ivan st Se k l 0 op Ernst H a o o gP Joe Bd A 0 D Backstreet boys 0 0 Task Groups Tree Leal o Company O ogy 1 Getting Started ti o 2 Defining The Projet 23 7 w 3 Planning The Proje 29 4 Monitoring The Pro 21 o 5 Closing Down 10 o John Doe ii j o Ivan Susanin a Ernst Neizvestny BEEE Right click on Ta
146. ter Comments List of comments Administrator at 12 04 2007 13 02 e Click Ok Please do this task as soon as possible John Doe at 12 04 2007 13 03 cant do this task now John Doe at 24 05 2007 13 51 It s very important to do it right now John Doe at 24 05 2007 13 52 Shall I puk off my previous kask E VIP Task Manager Start Up 21 2 4 Step 4 Management amp Tracking 2 4 1 Changing Priority and Order VIP Task Manager allows you to manage your company or your team Tasks as a to do list It is very useful and powerful time and task management tool for prioritizing sorting grouping tasks Setting priority and order for tasks in the list to focus on main things is the easiest and the most effective way to improve productivity and achieve more goals much faster VIP Task Manager Standard User Administrator DataBase 197 168 0 9 C Pra VIP Task Manager Standard User Administrator DataBase 197 168 0 9 C Pra gt File View Tools Help Pe eelee tT HS aae i Task Groups Ao is a fa GF ur G Z E or Your Compan Select a task click on Increase Priority button Mur Mame Priority L Monitor positions n Google For main key words Normal 0 ae eo ge Projects lu taffi L Normal GE VIP TeamPre 4 Call US resellers High amp New Product 4 4 Call to DVD box producer 2 Normal ie New Ste Lav 2 o 5 Call ta Advertsing Com
147. ting left click on this column header again 2 Right click on column header and select Sort Ascending or Sort Descending from drop down list 55 S 755 55 5S 735 Mormal Mormal Highest Normal J Lowest Mormal Normal Mormal Mormal Normal Mormal OR amp Daa Can can Sa E or aa Cher Sotho Ord mn aaen mn mort ain oma agya EF arma Jya Foe Foes 4 OHIDIN Remm This Column a aya P Fisk hoa oma Ea Algamert amra yE Align Lett ho mya Ankh oma ange An Canter ome sana E 4 Eek Fit onal 27 03 20 Beet Fb al columns lem Jackie 12m chi Jem jdm 4m acre Tam advir 12m chor Tam Adm 12m achir Jari Adrnir 12a chor To clear tasks sorting right click on column header and select Clear Sorting from drop down list Tasks can be sorted manually using following steps 1 Right click on Task List grid and select Manual Sorting from drop down list or click on t button on Task List toolbar or press Ctrl O key 2 Select the task you want to replace Right click on Task List grid and select Move Up Move Down from drop down oS list or click on J buttons on Task List toolbar or press Ctrl Up Ctrl Down keys L New Task aps Delete Task Duplicate oll gE Change Status Increase Priority Filter Sorting Status ka Ctrl D Shift Ctrl LUp gt
148. treet boys i Ernst Neizvestny C Ivan Susanin O Paul McCartney E Ringo Star VIP Task Manager User Manual 123 Setting filter by the Department field To filter tasks by the employee s department select required departments from Department drop down box on Filters panel click Ok and click on Apply Filter button on Filters toolbar or press Shift Ctrl T keys By Resource CEF kirkorow Lew Tolstoy Assignment wt Department oo a ov ide Show empty field Yes No man Check Yes radio button to view the tasks with empty Department fields or No button vice versa e To save the filter click on Save filter as button e To clear the filter click on Clear Filter button or Ctrl F9 e To delete current filter click on Delete filter preset button e To automatically apply filter click on Automatic Applying Filter button VIP Task Manager User Manual 124 4 1 21 How to export tasks There are several ways to export Task List views to MS Excel or HTML 1 Select required view select main menu commands File gt Export View To Excel or File gt Export View To HTML enter export file name and path in Export File Name dialog VIP Task Manager Standard A view Tools Help Change User Edit User Profile Archive mode Edit name of root task group Export View To Excel
149. tus In Frogress Cancelled Friority Normal High ka Actual Time is not empty w Estimated T greater 0h 10m wt By Date 3 Date Range Date Create Apply to task range only Date Last M O None Date Starter Relative Date Compl Yesterday Date Today Tomorrow O Range Last Week Last Month Last ear This Week This Month This ear Next Week Next Month Next ear By Resource Owner Assignment v Show e Y Task List Filters G Current Common Mame ID Status In Progress Cancelled Friority Normal High ka Actual Time is not empty ka Estimated T greater 0h 10r ka By Date T Date Create Apply to task range and due date x Date Last M Date Starter O None EEN ece a Dat orin EEE Show empty date By Resource 21 02 2008 w Owner Assignment ed 26 2 20 29 d Febmuay P 4 2008 F VIP Task Manager User Manual 120 To display the tasks with Due or Start amp Finish Date from required time interval check Range radio button and set required period of time with the help of drop down time boxes If you want to display the tasks without Due or Start amp Finish Date check Show empty date option Y Task List Filters Current m p ar e W Common Mame ID Status In Progress Cancelled Friority Normal
150. ue Date h VIP Task Manager User Manual 105 5 Select resources to be reminded about this task from Resources drop down box To quickly select owner resource click button to quickly select resources this task 1s assigned to click ofo oo button to quickly select all resources click button to clear all fields of resource list click 4 button Mew Task gt Note e i Watch List a History al General ie Resources l EN Attachments Reminder L Administrator C Backstreet boys C Emst Neizvestry LI Ivan Susanin Joe Black L John Doe C Kirkorov l Me Tolstoy C Madonna C Paul McCartney IL Ringo Star T To cancel task reminder uncheck Reminder option VIP Task Manager User Manual 106 4 1 13 How to assign the task to particular resource s To assign the task to particular resource s use following steps 1 Open New Task or Edit Task dialog 2 Select Resources tab 3 Select resources you want the task assign to from resource list Mew Task Pee el Comments EE re ia i at History 4 fe Reminder Resources ere Hame Administrator OE a a O _ Emst Neizvesty 00 Fl Joe Black I JohnDoe r K Jintor ir oe Fl Paul Mclartney Fl Ringo Star Alternatively drag required task and
151. utton at its right bottom corner e To maximize the panel click on El button at its right bottom corner oo or a a oo oo a oo Planning Planning Planning Planning Planning Planning Planning Planning Yanning E 7 E a a e To return the panel to its default position click on corresponding button again VIP Task Manager User Interface 77 3 11 Task History Panel Task History panel displays changes of the task and its properties By default Task History panel is located at the right bottom part of application window D E High 20 03 2008 zh Om Administrator E Highest 26 03 2008 Oh Orn Administrator 0 Gt Normal 280312008 24h On Administrator 3t2h 10m E 22 EJ Task histor T Task 16 Make your project planning checklist diagram Administrator at 28 03 2007 10 58 Due date 3f22 2006 gt 3 18 2008 Administrator at 28 03 2007 11 45 Priority Normal gt Urgent Administrator at 28 03 2007 12 08 Hew Assignments John Doe isfozizo08 17 49 3 Planning isfozizo08 17 49 3 Planning iloziz008 17 49 3 Planning Comments io Task history ia Attachments 4 Resource Assignment Tips v To display or hide Task History panel use main menu command View gt Panels gt Task history VIP Task Manager Standard User Adminis ie File GETE Tools Toolbars duces ri t E ES oo tec Groups
152. with a page in TTF Note Comments SS eee the Internet or a file stored at your PC or in a O LD General Reminder 2 Resources shared folder in the Local Network If you select File it will automatically upload a file to the database The attachments will be displayed in Attachments panel at the bottom when the task is highlighted G Mew Attachment Ins Description e Select Attachments tab e Click on Add Attachment button vo Edit Attachment URL wa taskmanagementsoft com download B Description VIP Task Manager Purchase Edit Attachment Select Link or File Edit Attachment URL C Frice List xls Description explore the priced a Cancel Select the path to file enter file description and click OK Users can easily open the files or Internet pages and save files from Database to their PC s or to shared folders of other PC s in the Local Network saving is possible only after you have clicked on OK and saved the task VIP Task Manager Start Up 13 Mew Task gt Note 2 Comments ia watch List General 46 Reminder 2 Resources Gh y ae Wi ai f Type Open Attachment Ctrl O Description Link Http Aw task managementsott Select a Link or File and click on Open Attachment New Task d Comments I ha Watch List a General ta Reminder a Resources Type Save attachment File Ctrl 5 Description Lirik Http a task managenentsott wo
153. you select Start date and some task of duplicated task group has 01 10 2007 Start Date 03 10 2007 Finish Date and 04 10 2007 Due Date When you select new start date e g 03 10 2007 task finish and due dates will be postponed for the difference between new and old start dates In our example new finish date is 05 10 2007 and new due date is 06 10 2007 The same situation is with all tasks of duplicated task group Select Group to be inserted Task group wt Finish date k 5 Click Ok VIP Task Manager User Manual 182 4 2 10 How to assign default resource s for the task group If you want all tasks of particular task group to be assigned to particular resource s by default use following steps 1 Open New Folder or Edit Folder dialog 2 Select tab Resources 3 Check Default assignments option 4 Select required resources from the list 5 Click Ok Edit Folder Administrator J ohn D oe Paul Smith VIP Task Manager User Manual 183 4 2 11 How to make graphic reports on the task group To make graphic report on task group use following steps 1 Set filter by required task group Task List Groups apax Purchasing Plans E Requisition Lists Ee Quotations Orders EH Invoices Er Payments Ee Suppliers oO aAa A A A 2 Go to Charts panel 3 Select required fields for the diagrams from the corresponding drop

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