Resource Allocation

A major part of planning and managing campaigns through the Tasks module is resource management and there are a few different tools at your disposal.

Jobs Boards

Job boards provide a quick way of viewing the current state of a job, work item and corresponding tasks. All job boards are accessed through the icon in the top right hand corner of the page.

There are two types of job board: user based and status or RTM based.

In a user type job board, there are dates down the left hand side up until 7 days from today.
In the second kind of board you see all work items or tasks organised by status.

In both board types you may see both tasks (blue) and work items (white). Click an item to view that task/work item in more detail where you can assign it, change its status and more.

The colours you see behind the due dates have the meanings:

  • Red = due today
  • Amber = due tomorrow
  • Colourless = due after tomorrow

Task Schedule

The Task Schedule provides a quick overview of assigned tasks, mapping all the tasks over a certain time period for a specific team.

To access this view, hover over Work Items in the tab bar at the top of the page and choose Task Schedule.

On this screen, choose the department from the drop down in the top left. You can also choose between a 1, 3 or 5 day view and other viewing options along the top.

Use this screen to review a team’s upcoming tasks and also to adjust schedules - simply drag and drop tasks around the page to reschedule or reassign them.

You can also hover over a task to get more details or click it to see even more info on the regular task view.

Task List

Hover over the Companies tab in the tab bar at the top of the screen to see options for Task List and Calendar.

The Task list shows you a list of tasks assigned to a specific user, which is defaulted to you. You can change the sort order of the list and even choose to show completed tasks.

Task Calendar

In the same section as the Task list you’ll see a tab for Calendar which similarly shows you tasks assigned to a specific user (again, the default is you) but in a calendar view.

In addition to viewing the tasks it is possible, to reschedule them by moving them to different days.

Colour Coding

Tasks

When viewing a task on the task calendar or task schedule they abide by these colour statuses:

  • Blue = task not yet started
  • Green = task started, but not yet finished
  • Grey = task finished

Work Items

Work Items are colour coded depending on status. These colours will appear when viewing work items in a job board and when searching{{Saved Searches}} the work item list view.

Workflow Status flag Colour
Print & DM Release to Printer Green
Delivery Failed Red
Complete Grey
Cancelled Grey
On Hold Grey
Press Release Green
Delivery Failed Red
Delivery Rejected Red
Complete Grey
Cancelled Grey
On Hold Grey
Creative New  Pink
Creative Complete Green
Cancelled Grey
On Hold Grey
Email Approve and Release Green
Complete Grey
Cancelled Grey
On Hold Grey
Display Approve and Release Green
Complete Grey
Cancelled Grey
On Hold Grey
Design Production  Release  Green
Delivery Failed Red
Complete Grey
Cancelled Grey
On Hold Grey

All other work item statuses are colourless.

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