Plugin: ToDo Management

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JPiere
OSS ERP Solutions

Overview of ToDo Management

 JPiere‘s ToDo Management allows you to manage not only your tasks and schedules but also your team member’s tasks and schedules . This ToDo Management Overview will give you an overview of the features of JPiere's ToDo Management.

What is ToDo?

ToDo are Tasks and schedules. In ToDo management, you can display tasks and schedules in a calendar or in a list. With JPiere's ToDo management, you can manage not only your own ToDo, but also those of your team members.

What is ToDo calendar?

ToDo Calendar is the core feature of JPiere's ToDo management, which plays a desktop in ToDo management. In the ToDo Calendar, you can not only view your ToDo, but also create/update them. By creating a team, you can also check the ToDo of users belong to the team in a parallel calendar view.

ToDoCalendar.png

ToDoCalendar2.png

About Personal ToDo and Team ToDo

JPiere‘s ToDo Management have two kinds of ToDo. It are “Personal ToDo” and “Team ToDo”. Personal ToDo manages the ToDo of userself. Team ToDo allow you to manage ToDo that is belong to team. In other words, You can manage ToDo requested by other people as "Team ToDo". The basic use case of JPiere's ToDo is to manage your own ToDo in "Personal ToDo" and to manage ToDo requested by others in "Team ToDo".

ToDoCalendar3.png

Team ToDo

Using "Team ToDo", you can create "Personal ToDo" for multiple users at once by process.

TeamToDo.png

Create ToDo From Team ToDo process

TeamToDoProcess.png


Type of ToDo

ToDo have three type. It are “Task”, ”Schedule”, ”Memo”.

Task

Task is ToDo that have a Scheduled End Date.

Schedule

Schedule is ToDo that have a scheduled start date and a scheduled end date.

Memo

Memo is ToDo that do not have a scheduled start date and a scheduled end date.


Install of ToDo Management

Pack In

I prepared 2pack zip files for iDempiere6.2 and iDempiere7.1. Please pack in these zip files ToDoCalendar2Pack.png

  • forJPiere6.2 … 2Pack zip files for JPiere6.2
  • forJPiere7.1 … 2Pack zip files for JPiere7.1
  • foriDempiere6.2 … 2Pack zip files for iDempiere6.2
  • foriDempiere7.1 … 2Pack zip files for iDempiere7.1
  • If you use over JPiere8.2, ToDo Management is already set up.

Pack Out

If you met error when pack in. Please get new 2Pack zip files from JPiere DB.

ToDoPackOut.png


Note.gif Note:

Pack out of JPIERE-0469-00

  • This is Mandatory to pack in to use ToDo management. This zip file include basic setting of ToDo management.
  • Line 110 :Reference Key "JP AD_User" of Parameter JP_ToDo_Member_Additional_ID at JP_ToDo_Create_ToDo_From_TeamToDo Process should change before pack out, because Reference Key "JP AD_User" do not included in packout. I recommend other User Preference if you don't use JPiere.
  • Info Window of "JP AD_User - SalesRep" Reference should be blank before pack out.

Pack out of JPIERE-0469-01

  • This is Mandatory to pack in to use ToDo management. This zip file include ToDo Category setting.
  • Reference key of AD_User_ID column at JP_ToDo_Category table should be blank before pack out.

Pack out of JPIERE-0469-02

  • This is Mandatory to pack in to use ToDo management. This zip file include Team setting.
  • Reference key of AD_User_ID column at JP_Team table should be blank before pack out.
  • Reference key of AD_User_ID column at JP_Team_Member table should be blank before pack out.

Pack out of JPIERE-0469-03

  • This is Mandatory to pack in to use ToDo management. This zip file include Team ToDo setting.
  • Reference key of AD_User_ID column at JP_ToDo_Team table should be blank before pack out.
  • Reference key of AD_User_ID column at JP_ToDo_Member Additional table should be blank before pack out.
  • Sequence 40 - Personal ToDo Reminder tab at Team ToDo widnow should delete before pack out.
  • Sequence 50 - Personal ToDo tab at Team ToDo widnow should delete before pack out.

Pack out of JPIERE-0469-04

  • This is Mandatory to pack in to use ToDo management. This zip file include Personal ToDo setting.
  • Reference key of AD_User_ID column at JP_ToDo table should be blank before pack out.

Pack out of JPIERE-0469-05

  • This is Mandatory to pack in to use ToDo management. This zip file include Groupware User Config setting.
  • Reference key of AD_User_ID column at JP_GroupwareUser table should be blank before pack out.

Pack out of JPIERE-0470

  • This is Mandatory to pack in to use ToDo management. This zip file include ToDo Gadget setting.
  • I think it will be fine to simply pack it out.

Pack out of JPIERE-0471

  • This is Mandatory to pack in to use ToDo management. This zip file include ToDo calendar setting.
  • I think it will be fine to simply pack it out.

Pack out of JPIERE-0474-01 & JPIERE-0474-02

  • This is not Mandatory. If you don't use JPiere, This pack out don't need. This zip file include Uncompleted Team ToDo Matrix Report setting.
  • Please skip this zip file pack in, If you don't use Matrix Window.

Pack out of JPIERE-0477

  • This is option to pack in to use ToDo management. If you would like to use ToDo Daily List, Please pack in.
  • I think it will be fine to simply pack it out.
  • I recommend to pack in this zip file, because I think that ToDo Daily List is very useful.

Pack out of JPIERE-0478

  • This is not Mandatory. This is Info Window of ToDo Management.
  • Reference key of AD_User_ID info column at Personal ToDo Search Info Window should be blank before pack out.
  • Reference key of CreatedBy info column at Personal ToDo Search Info Window should be blank before pack out.
  • Reference key of AD_User_ID info column at Team ToDo Search Info Window should be blank before pack out.
  • Reference key of CreatedBy info column at Team ToDo Search Info Window should be blank before pack out.



Plugin Jar file

I prepared plugin jar file at below directory. But I recommend to build from source code that is most recently.

  • jpiere.plugin.groupware/PluginJar
    • for Linux & iDempiere or JPiere6.2 is /forLinuxAndVer6.2
    • for Linux & iDempiere or JPiere7.1 is /forLinuxAndVer7.1
    • for Windows & iDempiere or JPiere6.2 is /forWinAndVer6.2
    • for Windows & iDempiere or JPiere7.1 is /forWinAndVer7.1


Source code

ToDo management is implemented as one of the features of the JPiere groupware plugin. The JPiere Groupware plugin is a typical iDempiere plugin.

ToDo-src.png

Under pluginJar folder, I prepared jar file of plugin. However, I recommend that you build from the development environment.

Detail

Menu of ToDo Management

  • ToDo Calendar (form)
  • ToDo Daily List (form)
  • Personal ToDo (Window)
  • Team ToDo (Window)
  • ToDo Category (Window)
  • Team (Window)
  • Groupware User Preference (Window)


Create/Update/Delete ToDo

In JPiere's ToDo management, anyone can be a "ToDo Creator" for other users in both "Personal ToDo" and "Team ToDo". However, only the "ToDo Creator" or the "ToDo Responsible" can update or delete the ToDo.

ToDoCreator.png


Opened ToDo and Closed ToDo

When you register a ToDo , you can choose to make it “Open" or “Close”. When a ToDo is set to “Open“, anyone can view it. If you choose “Close" the ToDo can only be viewed by the ToDo creator or ToDo Responsible.   If you want to limit the public access to a ToDo, you can use the "Organization" information. If "Organization" is set to "*", the ToDo will be open to all users, but if a specific organization is entered, viewing will be restricted to only those users who can view the data of that organization.

ToDo Calendar

The ToDo Calendar consists of the top content area, the main content area (calendar area), and the left side content area.

Top content area

This is the area where you can enter search criteria for ToDo and operate the calendar. TopContentArea.png

  • User/Contact … Select a user that you would like to display ToDo in the calendar Area.
  • ToDo Category … Select a ToDo Category that you would like to display ToDo in the calendar Area.
  • ToDo Status … Select a ToDo Status that you would like to display ToDo in the calendar Area.
  • Team … Select the team to which the user belongs that you would like to display ToDo in parallel in the calendar area.
  • Display Schedule … Display ToDo Type of schedule in the calendar area.
  • Display Task … Display ToDo Type of Task in the calendar area.
  • ToDo Calendar … Select a kind of ToDo that you would like to display in the calendar Area.
  • New Record … Create ToDo.
  • ReQuery … Refresh.
  • Day … Display One day calendar in the calendar area.
  • 5Day … Display 5 days calendar in the calendar area.
  • Week … Display weekly calendar in the calendar area.
  • Month … Display monthly calendar in the calendar area.

ToDoCalendarCustomize.png


Main content area (Calendar area)

In the main content area, a calendar is displayed, and you can switch the display to "Month," "Week," "5 days," or "Day" to visually check your to-dos. You can limit the number of to-dos displayed in the calendar according to the search criteria in the top content area. If you enter a team, you can also view the ToDo of users who belong to the team side by side. You can add a ToDo by clicking on the place where you want to add it. You can change the date and time of a registered ToDo by dragging and dropping. MainContentArea.png

Left side content area.

In the left side content area, you can display the Groupware menu at the top. Below that, there are two tabs: the Personal ToDo tab and the Team ToDo tab. In the "Personal ToDo" tab, you can check your personal ToDo schedule, unfinished tasks, and unfinished memos. In the “Team ToDo” tab, you can check the schedule of team ToDo, tasks that are not yet completed, and memos that are not yet completed. LeftSideContentArea.png


Mobile

If you display ToDo Calendar by Mobile phone, you can see left side content area only.

ToDoCalendarMobile.png


ToDo Daily List

We can display ToDo a list per user ToDoDailyList.png

ToDo Category

ToDo Category can categorize ToDo.

ToDoCategory.png

Data level of ToDo Category

There are two data level in ToDo Category.

  • Client level is blank user/contact … All user can use client level ToDo Category.
  • User level is not blank user/contact … This level ToDo category can use the user only.
  • Team ToDo can use client level ToDo Category only.

Team

Team is user group that use JPiere Groupware.

ToDo-Team.png

Data level of Team

There are two data level in Team.

  • Client level is blank user/contact … All user can use client level Team.
  • User level is not blank user/contact … This level Team can use the user only.

Groupware User Preference

GroupwareUserPreference.png


ToDo Gadget

ToDo Magement have two gadgets.

ToDo Gedget

ToDoGadget.png

Groupware Menu Gadget

GroupwareMenuGadget.png

Reminder

JPiere's ToDo Management can send Reminder. If you would like to use Reminder, please set up Scheduler.

ToDoReminderIcon.png


Reminder Mail Set up

Please create a process below.

ToDoReminderProcessMail.png

And create Scheduler. ToDoReminderMail.png


Reminder Broadcast Message Set up

Please create a process below.

ToDoReminderProcessBM.png

And create Scheduler.

ToDoReminderBM.png