Lesson 17

TeamOB Task Management

Lesson 17: Task Module

Objective:

The objective of this content is to guide users through the various features and functionalities of the TeamOB Task Management System. The document covers processes such as task creation, task management, milestone tracking, project management, and syncing tasks with Google Sheets. Users can familiarize themselves with the different views (List, Calendar, and Compact) for task tracking, learn how to update task statuses, filter/group tasks, assign tasks to users, handle files, and analyze data via analytics. This content also includes steps on setting up projects, assigning users, and using task templates.

Content:

Task Management Overview:

1. TeamOB Portal Login

   • Log in to access the task management features.

   • Use either the right-click method (TeamOB Agent) or open TeamOB via a web browser (using URL and credentials).

2. Task Views:

   • List View: Displays tasks in a straightforward list format.

   • Compact View: A more condensed version of the list view.

   • Calendar View: Shows tasks on a calendar, allowing easy scheduling by date.

3. Creating New Tasks:

   • Click on the “Create Task” button.

   • Bulk upload tasks using Excel by importing a CSV file with task descriptions and uploading it.

4. Task Management Features:

   • Filter/Group Tasks: Filter tasks by user, date, or status. Group tasks by specific criteria.

   • Task Comments: Write notes on tasks from the detailed task view.

   • Reassigning Tasks: Change the assignee of a task.

   • Task Status Updates: Modify the status (In Progress, Closed, etc.).

5. Task Time Management:

   • Estimated Completion Hours: Update hours and minutes for tasks in either the list view or detailed view.

   • Moving Tasks to Another Project: You can transfer tasks between projects if created under the wrong one.

6. Milestones:

   • Manage Milestones: Create and manage milestones within projects, track their completion, and add tasks to milestones.

   • Kanban View of Milestones: View milestones visually, tracking task status and progress.

7. Analytics and Reporting:

   • Task Reports: View pie charts, task statistics, and task trends.

   • Hours Spent: Analyze the time spent on each project and by each user.

   • Weekly Usage: Quick reports on the number of tasks created, people logged in, and overall task activity.

8. Task Archives:

   • Archive tasks and files and restore or delete them as needed.

9. Exporting Tasks: Export task details to a CSV file for offline analysis or reporting.

10. Customizing Task Types: Add custom task types beyond predefined categories like bugs or development.

11. Templates: Create task templates for frequent tasks and use them for quicker task creation.

Google App Scripts Integration:

1. TeamOB Portal and Google Sheets Sync:

   • Connect Google Sheets with TeamOB via the TeamOB Task menu.

   • Create tasks from a synced Google Sheet and automatically update task IDs from the TeamOB Portal.

2. Assigning Tasks to Employees:

   • After syncing tasks, assign them to employees through the TeamOB Portal interface.

3. Project Reports and Milestones:

   • Generate project reports, view milestones, and track task completion.