Plugin installed incorrectly. Rename plugin directory 'swiftmail.backup' to 'swiftmail'.
en:software:tim:todo_clients
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
en:software:tim:todo_clients [2015/11/13 10:51] jan.mayer |
en:software:tim:todo_clients [2021/07/01 09:52] (current) |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ===== General ===== | ===== General ===== | ||
| - | In TIM, there are 4 different clients which users can register for. The [[en:software:tim:rights|rights]] of single users steer the permission of access to the individual clients. In the bottom part the two ToDo-clients are dealt with, along with a detailed description of individual elements. | + | In TIM, there are four different clients under which users can register. The [[en:software:tim:roles|rights]] of single users stipulate the permission of access to the individual clients. At the bottom of the page, the two ToDo-clients are dealt with, and a detailed description of individual elements is provided. |
| - | > The two ToDo-clients require the [[en:software:tim:rights|rights]] "member". | + | > The two ToDo-clients require the "member" [[en:software:tim:roles|rights]]. |
| ---- | ---- | ||
| - | ==== Overview ToDo-client ==== | + | ==== Overview of the ToDo-Client ==== |
| {{ en:software:tim:todo3.png }} | {{ en:software:tim:todo3.png }} | ||
| ---- | ---- | ||
| - | ===== Overview elements ===== | + | ===== Overview of the elements ===== |
| ^ element ^ description ^ | ^ element ^ description ^ | ||
| - | | **1** | In this column, all [[en:glossar#tasks|tasks]] , which are deposited to the current user and his [[en:software:tim:group|groups]] without an already assigned actor, can be looked into. | | + | | **1** | In this column, all [[en:glossar#tasks|tasks]] granted to the current user and corresponding [[en:software:tim:group|groups]] without an assigned actor can be viewed. | |
| - | | **2** | In this column, all [[en:glossar#tasks|tasks]] which have been assigned to the current user or one of his [[en:software:tim:group|groups]], can be looked into. Here, tasks are displayed to which an actor has already been assigned to and which are in the same group. | | + | | **2** | In this column, all [[en:glossar#tasks|tasks]] that have been assigned to the current user or one of his/her [[en:software:tim:group|groups]] can be viewed. Here, tasks that have already been assigned to an actor and are found within the same group are displayed. | |
| - | | **3** | In this column, all [[en:glossar#process-instance|instances]] which have been initiated by the current user can be looked into. | | + | | **3** | In this column, all [[en:glossar#process-instance|instances]] that have been initiated by the current user can be viewed. | |
| - | | **4** | In this column, all [[en:glossar#tasks]] which have been finished by the current user and have **not yet** been archived, can be looked into.>> From version v.3.4.7 archived tasks are displayed, too. In [[en:software:tim:client_profile|client-profile]] it can be configurated if finished tasks of my group are to be displayed. | | + | | **4** | In this column, all [[en:glossar#tasks]] that have been completed by the current user and have **not yet** been archived, can be viewed.>> From version v.3.4.7 on, archived tasks are also displayed. In [[en:software:tim:client_profile|client-profile]] it is possible to change the configuration so that finished tasks of the group are displayed. | |
| - | | **5** | In this column you can, via the [[en:software:tim:smartform| smartform]] of a specific [[en:software:tim:process|process-definition]], look for [[en:software:tim:smartform|process-variables]] with entering the required parameters. The results are displayed in the column search results (element 6). See [[#search]] >> Attention! Does **not** work in [[en:software:tim:todo_clients#overview_todo-client|ToDo-client 1G]] | | + | | **5** | In this column it is possible, via the [[en:software:tim:smartform| smartform]] of a specific [[en:software:tim:process|process-definition]], to search for [[en:software:tim:smartform|process-variables]] by entering the required parameters. The results are displayed in the search results column (element 6). See [[#search]] >> Attention! Does **not** work in [[en:software:tim:todo_clients#overview_todo-client|ToDo-client 1G]] | |
| - | | **6** | In this tab the instances, in which the search (see element 13 and element 5 ) has found the according process-variables, are displayed. | | + | | **6** | In this tab the instances in which the search (see element 13 and element 5) has found the relevant process-variables are displayed. | |
| - | | **7** | Via a click on the user you get to the user settings in which the own user profile can be adjusted. See [[en:software:tim:user_profile_properties| user-profile]] | | + | | **7** | By clicking on the user, the 'user settings' are accessed, in which the users' own profile can be adjusted. See [[en:software:tim:user_profile_properties| user-profile]] | |
| | **8** | Here, the current user can be logged off. | | | **8** | Here, the current user can be logged off. | | ||
| - | | **9** | Here, the requested language can be chosen via a drop-down. | | + | | **9** | Here, the requested language can be chosen via a drop-down menu. | |
| - | | **10** | Here, the current [[en:software:tim:changelog|T!M version]] and revision can be looked into. The latter is decisive for the support, if an error has occured. | | + | | **10** | Here, the current [[en:software:tim:changelog|TIM version]] and revision can be seen. The latter is important for the support in the case of an error. | |
| - | | **11** | Via the symbols you can switch between the [[#ToDo-Client 1G]] and the [[#ToDo-Client]]. | | + | | **11** | These symbols are used to switch between the [[#ToDo-Client 1G]] and the [[#ToDo-Client]]. | |
| - | | **12** | Here, the [[en:glossar#process-instance | process-instances]] can be initiated, provided the current user has the according [[en:software:tim:rights]] in T!M and is stored as an initiator in the process.| | + | | **12** | Here, the [[en:glossar#process-instance | process-instances]] can be initiated, provided the current user has the necessary [[en:software:tim:roles]] in TIM and is designated as an initiator in the process.| |
| - | | **13** | Here you can search for texts/numbers in all processes (in all [[en:software:tim:process|process-definitions]] and their [[en:glossar#process-instance|process-instances]]). Relevant data here is the definition name, the instance name and the process variables. Fitting results are displayed in the search result (element 6). | | + | | **13** | Here you can search for texts/numbers in all processes (in all [[en:software:tim:process|process-definitions]] and their [[en:glossar#process-instance|process-instances]]). Relevant data here includes the definition name, the instance name and the process variables. Fitting results are displayed in the search result (element 6). | |
| - | | **14** | Via a click on this symbol you get to the property menu of the respective task in which additional information is gathered and various settings can be made. | | + | | **14** | Clicking on this symbol takes the user to the property menu of the respective task. Here, additional information is documented and various settings can be changed. | |
| - | | **15** | In this column the name/description of the task is displayed. | | + | | **15** | In this column, the name/description of the task is displayed. | |
| - | | **16** | In this column, the current actor, who is responsible for this task, is displayed. | | + | | **16** | In this column, the current actor responsible for this task is displayed. | |
| | **17** | If the task is assigned to a group it will be displayed in this column. | | | **17** | If the task is assigned to a group it will be displayed in this column. | | ||
| - | | **18** | This symbol indicates whether or not the task is an AdHoc task and if so, the symbol will be high-lighted with colour. | | + | | **18** | This symbol indicates whether or not the task is an AdHoc task If so, the symbol will be highlighted with color. | |
| - | | **19** | Here, the process of the task is displayed. | | + | | **19** | This column shows the process to which the task belongs. | |
| - | | **20** | This column shows to which process-instance the task belongs. | | + | | **20** | This column shows the process-instance. | |
| - | | **21** | These three clomuns contain index fields that can be specifically defined for individual processes. | | + | | **21** | These three columns contain index fields that can be specifically defined for individual processes. | |
| - | | **22** | Here, the task's creation time is displayed. | | + | | **22** | Here, the date and time at which the task was issued is displayed. | |
| - | | **23** | Via this symbol the menu is directly opened in which the links, which have been assigned to the task, are displayed. | | + | | **23** | Clicking on this symbol opens the menu in which task-relevant links are displayed. | |
| - | | **24** | Via this symbol the menu is directly opened in which documents can be uploaded or already uploaded documents can be looked into. | | + | | **24** | Clicking on this symbol opens the menu through which uploaded documents can be accessed. Additional documents may also be uploaded by the user. | |
| - | | **25** | Via this symbol the menu is directly opened in which notes can be added or already added notes can be looked into. | | + | | **25** | Clicking on this symbol opens the menu through which notes may be accessed. Additional notes may also be added by the user. | |
| - | | **26** | Via this symbol the smartform of the according process is opened directly in a separate window. | | + | | **26** | Clicking on this symbol opens the smartform of the relevant process (in a separate window). | |
| - | | **27** | The time indicates how much time remains until the task has to be finished. Required for this display is a registered [[en:support:cpm| process-time]]. | | + | | **27** | The time shown here indicates how much time remains until the task has to be finished. A registered [[en:support:cpm| process-time]] is required for this display. | |
| - | | **28** | Here you can, after the completion of the [[en:glossar#task]], mark it as finished. After clicking, a confirmation prompt will show up. By holding the control key it is possible to tick multiple task simultaneously. | | + | | **28** | Here a [[en:glossar#task]] can be marked as finished after it has been completed. After clicking, a confirmation prompt will show up. By holding the control key it is possible to mark multiple tasks simultaneously. | |
| - | | **29** | If a [[en:glossar#process-instance]] is selected, the according [[en:software:tim:smartform]] appears here and can be edited, before the [[en:glossar#task]] is to be marked as finished. See [[en:software:tim:smartform| Smartform]]. | | + | | **29** | If a [[en:glossar#process-instance]] is selected, the relevant [[en:software:tim:smartform]] appears here and can be edited before the [[en:glossar#task]] is to be marked as finished. See [[en:software:tim:smartform| Smartform]]. | |
| - | | **30 - 34** | See [[en:software:tim:task_properties| properties of a task]] | | + | | **30 - 34** | See [[en:software:tim:task_properties| properties of a task]]. | |
| - | | **35** | Here, having selected a task, a model of the current process will appear. The activity in which the process is currently involved is marked. Therefore, it is possible to gain an overview over the progress of the process. | | + | | **35** | Here, a model of the current process for the selected task will appear. The activity in which the process is currently involved is marked. Therefore, it is possible to gain an overview of the process headway. | |
| - | | **36** | Via this button the processed smartform is saved and at the same time the task is marked as finished. Therefore, it does not have to be ticked in the list. | | + | | **36** | Clicking on this button simultaneously saves the processed smartform and marks the task as finished. Therefore, it does not have to be ticked in the list. | |
| - | | **37** | Via this button only the changes of the smartform are saved, the task will not be marked as finished and remains active. | | + | | **37** | Via this button, only the changes of the smartform are saved. The task will not be marked as finished and remains active. | |
| ===== Search ===== | ===== Search ===== | ||
| - | If the tab **"search"** is activated, it is necessary to first chose a process definition from the list or click on the binoculars symbol. | + | If the tab **"search"** is activated, it is necessary to first choose a process definition from the list or click on the binoculars symbol. |
| - | After this is done, the according and empty smartform will open. Now the wanted search term has to be entered into the desired field. | + | After this is done a respective, blank smartform will open. Now the wanted search term has to be entered into the desired field. |
| - | If the search is carried out via the button **"submit search"**, all process-instances of the according definition are searched. Instances, in which the search term of the [[en:glossar#process-variables| process-variables]] match the searched, are displayed in the tab **"search result"**. | + | If the search is carried out via the button **"submit search"**, all process-instances of the relevant definition are searched. Instances in which the values of the [[en:glossar#process-variables| process-variables]] match the search are displayed in the **"search result"** tab. |
en/software/tim/todo_clients.1447408270.txt.gz · Last modified: 2021/07/01 09:54 (external edit)
Except where otherwise noted, content on this wiki is licensed under the following license: 2013 T!M Solutions GmbH
