Once you’ve been set up as an “agent”, you can log in and start using the Zingtree Task Manager. You can easily check for tasks that are awaiting your action, see other tasks of interest and revisit them.
Watch this video for a quick two-minute tour of Task Manager basics:
This video shows more advanced operations:
Task Manager Test Drive
Want to use Task Manager just like a real person?
Click on any operation below to learn how it works:
- Start: Begin a new task, and assign it a name.
- Take: Take over the next step of a task. Only one person at a time can move a task to the next step.
- Resume: Continue with a task that you have previously taken.
- Release: Release a task so another person can complete the step.
- Reclaim: Take back a task from someone who has taken it.
- Revisit: Go back to a previous step in the task you have permissions to act upon.
- Kill: End a task early, without following all the steps to completion.
- View Project History: See what steps have been taken previously on each project.
Opening the Task Manager
To start, open the task manager and log in from here.
The task manager appears like this:
Starting a New Project
- From Task Manager, click Start a New Project.
- Click the Start button next to a business process workflow. The Start New Project screen appears:
- Give the project a name, and click Start New Project.
You can now click through your task steps in the project.
Taking or Resuming a Task
The task manager shows you tasks which require your attention, under My Tasks Needing Action.
Click Take It to act upon the task. If you’ve already taken a task, you can click Resume to continue the task you’ve taken.
Releasing a Task
If you’ve previously taken a task, but now you want to let someone else in your group act upon it, you can Release it. In the above example, if you click Resume, your task screen will have the option to release the task via the orange Release Task button in the upper right:
Reclaiming a Task
If someone else has taken a task, and you want to act upon it and override them, you can use the Reclaim option. Here’s how to do it:
From Other Projects in Progress, click the info button to the right:
This opens the project info pop-over:
Click the Reclaim button to give yourself access to this task.
Killing a Project
Sometimes a task will get started, and it turned out to be a bad idea. Using the same process as above, you can click the red Kill button to kill a project.
Killed projects will appear under the Completed Projects tab in Task Manager.
Revisiting a Task
There may be times when you want to go back to a previous step in a project. For example, in the PC Purchase project, the manager may have declined a purchase and then changed her mind.
When a task is opened, the Task Progress accordion shows the steps taken previously. Click the brown Revisit button next to a step to go back to that part of the business process workflow.
Viewing the History of the Project
The Task Progress accordion also shows each step in the project, who acted upon it, and when (see above). You can get even more history by selecting Show Click Detail at the bottom of the Task progress area. This shows you EVERY operation on the project, not just the summary.