Tasks Panel and Views

Filter by Scheduled or Staffed

Summary: Filter by Scheduled or Not

Filter by Scheduled or Not

What Actions Can I Take?

Select or Deselect When Selected only those items that are scheduled or unscheduled will appear in the Tasks list.

Background

When you move a Task to a State in the Workflow that has been configured with the Scheduled property,

• It will be flagged as 'Scheduled' in the database. • The Duration, Start Date, and End Date are calculated and saved. • The task will now appear on the Gantt Chart view. And, otherwise it will not appear on the Gantt View.

Why?

To keep Runcible simple for less advanced users, while giving the kind of flexibility and power to very advanced users that no other product provides. Not all work requires scheduling. And agile methods do not require that we estimate or schedule items in the backlog. Furthermore, we wanted it to be possible to mix Agile iterations and Kanban Streams with Phases and Schedules. So we wanted to keep the unscheduled backlog off the schedule. It's one of our core goals: For every person in an organization, For every role in an organization. For every style of working. For every style of management. We help you do it your way whenever possible.

So you could easily configure your workflow like this:

Idea -> Backlog -> Scheduled(Planned Sprints) -> Sprint/Phase Backlog -> In Progress -> Done -> Closed. or Backlog -> Scheduled -> In Progress -> Done Like Jobs and Work Orders. or Scheduled -> In Progress -> Done. Like Phases or Backlog -> In Progress -> Done or To Do -> Done

(Runcible is very powerful.)

To Configure the Schedule Property

• From the Main Menu: Top-> Operations -> Configure -> Workflows. Choose Configure your workflow • Add a New State by dragging and dropping it. • Change the Stage to Scheduled. Name it anything helpful. Like "Next Iteration" or "Scheduled".

Anything moved into the new Scheduled Stage will flagged, and added to the Gantt chart, at the current date.

Hint: The Scheduled Stage is part of the Backlog Stage. This is by design. We debated whether to add it to the Tasks panel views but decided it added complexity where it wasn't warranted. Your comments and opinions are welcome on this topic.

Filter by Staffed or Not.

What's the Difference between Assigned, Scheduled, and Staffed?

• Unassigned: No one has been assigned to this task, and only its owner-creator is responsible for it - other than the workflow members. • Assigned: At least one person has been assigned to to do the work for this task - other than the workflow members. • Unscheduled: The Task has not been flagged as scheduled, and has not start or end date. • Scheduled: The Task has been flagged as scheduled, and has a start and end date. • Unstaffed: The Task is not Closed, and no Appointments exist in the future. • Staffed: The Task is not Closed, and Appointments exist in the future.

Filter by Late or Not

The Late filter displays only those items whose due date (time) has passed.