Plugin: ToDo Management

> Category:Available Plugins > JPiere - Top

• Maintainer: Hagiwara Hideaki in JAPAN (I'm sorry for my poor English. Please modify correctly if my English expressions are mistaken.)
• SPONSOR: OSS ERP Solutions in JAPAN
• License: GPLv2 - Free as in Freedom not Free Lunch
• Source: GitHub JPiere Groupware repository
• Distro: JPiere (Japan + iDempiere)
• Japanese:JPiere Groupware

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.

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".

Team ToDo

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

Create ToDo From Team ToDo process

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

• 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.

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.

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)

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.

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 dropping and dragging.

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.

ToDo Daily List

We can display ToDo a list per user