Monday, August 3, 2009

'To Do Manager' and 'Personal To Do' items


JobOrder has an interesting area called 'Priorities'. The Priorities Area is used to store records for the Prioritizer. A Priority is an Activity that has been assigned the order, precedence, or importance in which it should be completed. Priorities can be assigned to individual resources or can be temporarily left unassigned. You can only create Priorities in the Prioritizer, but you can edit them in the Priorities area. The Prioritizer allows you to manage Priorities by resource and to reassign them to other resources.

Because Activities are always contained in a specific Job, each Priority is, by definition, always connected to a specific Job. But it can be very useful to manage simpler Priorities, not assigned to specific Jobs. JobOrder calls these 'To Do' items and allows you to assign them either to specific resources or to leave them temporarily unassigned.


To Do items are managed in the 'To Do Manager' and in 'To Do Personal' which is a simplified manager designed for use by individuals managing their own To Do list. At the top of this post is a screen shot from JobOrder showing the relationship between Priorities, Work Orders, and To Do items.

In the To Do Manager, you can display To Do lists for 2 resources and you can drag between the 2 resources to reassign To Do items. You can also drag up-and-down an individual's list to reschedule their To Dos. Although To Do items can have an optional 'Date Required', generally To Do items are performed sequentially.

To Do items are a rapidly evolving concept in JobOrder. Please email with any suggestions or enhancement requests.

Victor Siegle

JobOrder is simple.


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