Prev Next

Task Management Panel

The 'Task Management' panel is a collection of tools for managing human resources and their allocation to elements that represent tasks to be completed. Kanban diagrams can be used to visualize boards of elements, and a Gantt chart shows the duration of assigned tasks and other important views. The Allocation window is used to assign resources to elements representing work to be done. There are several searches that list a variety of useful views, such as Overdue Tasks, Tasks Starting Today, and more.

Available Facilities

Facility

Description

See also

Kanban

Click on the drop-down arrow to display a list of options for using Kanban diagrams to effectively manage tasks and work assignments necessary to construct the model and its deployable artifacts.

  • Find Kanban Diagrams - open the 'Find in Project' tab containing an executed search for finding Kanban diagrams in the model; double-click on an entry to open that Kanban diagram
  • Open Project Kanban - if a Kanban diagram has been set up with the work assignments and tasks for the overall project, open that diagram
  • Open My Kanban - if a Kanban diagram has been set up with your work assignments and tasks, open that diagram
  • New Standard Kanban - create a new standard Kanban diagram to contain active work assignments and tasks, which you can customize as required
  • New Backlog Kanban - create a new Kanban diagram to contain work assignments and tasks that have not yet been allocated to a resource
  • New Iteration Kanban - create a new Kanban diagram to contain active work assignments and tasks associated with the current iteration or sprint
  • New Complete Kanban - create a new Kanban diagram to contain work assignments and tasks that have been completed and are processing through to deployment and maintenance
  • One Stage Workflow - create a single-stage Kanban workflow diagram from a Pattern
  • Two Stage Workflow - create a two-stage Kanban workflow diagram from a Pattern, including a Backlog Kanban and an Iteration Kanban
  • Three Stage Workflow - create a three-stage Kanban workflow diagram from a Pattern, including a Backlog Kanban, an Iteration Kanban and a Complete Kanban
Kanban Features

Resources

Click on this icon to display the Resource Allocation window to assign resources to Task, Issue, Change and other project-level elements.

Resource Allocation

Gantt

Click on this icon to display the Project Gantt View, to review the breakdown of work for the project and for specific sections of the project. The display defaults to the 'Resource View' tab, but you can also select the 'Element View' and 'Report View' tabs.

The Project Gantt View

Active Tasks

Click on this icon to display a short menu of options for searching for and charting tasks within the model.

  • Active Tasks - open the Find in Project view and execute a pre-loaded search for Active tasks; click on an item to display the resource allocation details in the 'Assigned Resources' dialog
  • Chart of Active Tasks - create a chart within the selected open diagram showing the currently active tasks
  • Tasks Ending Today - open the Find in Project view and execute a pre-loaded search for tasks scheduled to complete today
  • Tasks Starting Today - open the Find in Project view and execute a pre-loaded search for tasks scheduled to begin today
  • Overdue Tasks - open the Find in Project view and execute a pre-loaded search for tasks that are now overdue
  • Chart of Overdue Tasks - create a chart within the selected open diagram showing the currently overdue tasks
Charts Allocating Resources to Work Items

Completed Tasks

Click on this icon to display a short menu of options for searching for and charting completed tasks within the model.

  • Recently Completed - open the Find in Project view and execute a pre-loaded search for recently-completed tasks; click on an item to display the resource allocation details in the 'Assigned Resources' dialog
  • Chart of Completed Topics - create a chart within the currently-active diagram showing the recently-completed tasks
  • Chart for Time Period - create a chart within the currently-active diagram showing the tasks completed during a defined period
  • All Completed - open the Find in Project view and execute a pre-loaded search for all tasks completed within the lifetime of the project
Allocating Resources to Work Items

Summary

Click on this icon to display a menu of options for searching for and charting the deployment of resources over various periods of time.

  • 30 Day Task Summary (Brief) - provide a brief summary of the tasks performed by resources over the previous month
  • 30 Day Task Summary (Full) - provide a full summary of the tasks performed by resources over the previous month
  • 30 Day Resources - search the project for tasks that have started in the last 30 days where the resource name matches (fully or partially) the text in the <Search Term>
  • 30 Day Roles - search the project for tasks that have started in the last 30 days where the role name matches (fully or partially) the text in the <Search Term>
  • 30 days grouped by resource (Chart) - create a chart within the currently-active diagram showing the tasks started during the last month, grouped by resource
  • 30 Day Task Summary (Chart) - create a chart within the currently-active diagram showing the tasks started during the last month
Allocating Resources to Work Items

Learn more