Task Module
Tasks management implements the organisation's main, frequent and required activities in the form of appropriate and practical workflow. The Task module of Teamyar ERP software is the place to manage and view Tasks and tasks in different business units. As a tool for managing the organisation's processes, it provides users with facilities in the three areas of planning, execution and control. Teamyar's Task module includes two Task management systems and forms and processes management so that users and user groups can achieve the set goals by participating and sharing knowledge and advancing tasks with different levels of complexity. In the Task management system, various aspects of a job or Task, such as status, priority, human and financial resources, automatic periodic Tasks, Task dependencies, sending notifications to informers and officials, etc., are considered. In the forms and processes management system, business-related forms are designed without coding. They are provided to the organisation's people by calling the desired format. Different workflows in different organisational units are customised according to the needs of each department, and the management of people and Different working groups on a task is considered in the workflow format.
Key features of the Task module
Communication with other modules
Quality
Add documentation from the quality system in the Task creation phase.
SMS
Create a message submission form
Create an email submission form
Document
Use the form to create documents
Add documentation from the documentation system in the Task creation phase.
Calendar
Connect the created related event (calendar) to the Task
Adding documentation from the calendar system at the Task creation stage
Sale
Creation of sales invoice form, sales return, sales order and sales invoice
Product
Adding documentation from the product system in the Task creation phase
Purchase
Creating purchase invoice registration form and purchase request form
Calling the state in the purchase operation
Human Resources
Creating a loan/assistance application form
Adding documentation from the project system at the Task creation stage
Portal (site)
Display the form in the new request
Create a new request based on the defined workflow
Creation of Tasks on the site (portal) by the customer
Creating access to display part of the Task on the site (portal)
Dealing with and following up on customers' affairs through the Tasks of the site (portal)
Project
Connect to an ongoing project
Call Tasks in the project module
Calling the form in the project template
Calling the condition in the desired project
Adding documentation from the project system at the Task creation stage
Accounting
Creating a payable/receivable check form, editing a payable/receivable check, changing the status of a payable/receivable check
Calling the form in creating accounts
Calling the condition in the creation of persons
Calling the form on creating a float
Call form in creating centres
Call form in creating projects
Customer
Calling the form on the customer information editing page
Calling the form to register new details on the customer information page
Reporting
Reporting based on forms created in different modules
Reporting based on the list of Tasks with specific workflow
Reporting based on the person in charge of the stage
Task module subsystems
- Display the list of Tasks separately for each category or organisational unit
- Classification of Tasks in the list based on being the author of the Task, being responsible in the active stage of the Task, being informed on the Task, favourite (selected) Task and periodic Tasks.
- Selecting the type of information displayed in the Task list, such as subject, creation date, last modified date, workflow, etc.
- Determining different statuses for each task step according to users' needs, such as draft, approval, rejection, complete, etc.
- Creating public and confidential comments or explanations at each stage with the ability to attach forms and files
- Manage the postponement of the Task as well as set a date for the automatic closing of the Task
- Print each Task, including task information, steps and comments
- Managing the connection of several events from different calendars to each Task and determining an active event (communication with the calendar module)
- Create documents, events, projects, emails, SMS, and other items from other systems from a Task and connect them automatically (connection with documents, Task, SMS, mail, news, calendar and project modules)
- Assign a colour to Tasks to categorise and filter
- Managing the connection of customers to tasks to display the Task in the CRM system (communication with the customer module)
- A quick search of tasks based on various information such as task ID, task title and description placed by users in the Task
- Apply advanced filter to search for tasks based on all possible states of various Task information
- Create periodic Tasks based on user settings, including daily, weekly, monthly, and annual Tasks
- Changing the person responsible for the steps of the Tasks to apply the filter based on the user's needs and evolving the person accountable for the actions of the Tasks displayed as a result of the filter individually or all at once
- Transfer Tasks between different categories or units based on the filter applied by the user individually or together
- Preparing reports based on users' desired information on various graphs and data analysis, designing multiple reports on Tasks and creating widgets on the user's dashboard.
- Automatic archiving of Tasks according to user settings
- Creating and managing simple workflows and BPMN at the category level, between categories (within a unit and at the department level) and between departments (between a team and at the organisation level)
- Calling the form at any stage of the workflow
- Workflow access management
- Definition of workflow for communication with customers (B2C communication)
- Workflow definition for inter-organisational communication (B2B communication)
- Designing and managing the workflow and using different gateways based on the BPMN 2.0 standard
- Manage workflow access to create a task or Task
- Managing users and user groups as the default administrator of steps and restricting the change of the administrator of the step
- Record the history of changes applied to each workflow
- Define a default description for each step
- Managing the forms defined in the form builder tool to display and enter information at each stage
- Defining a repetitive or general form for all stages of the workflow and restricting the entry of information in it at different stages
- Determining the default form for site-specific workflows (portal) (connection with the site module)
- Defining the automatic response separately for each workflow when used on the site (portal) (connection with the site module)
- Workflow management with the ability to activate all its steps simultaneously.
- Enable/disable management of each workflow
- Definition of sending SMS or email in each of the steps (communication with SMS and mail modules)
- Using workflows in different projects to create tasks in projects (connection with the project module)
- Managing the creation of forms and previewing the document after creation or editing (connection with purchasing, accounting, SMS, mail, sales and personnel modules)
- Managing and giving access to forms to users and user groups
- Customising the default forms of various team support systems such as finance, purchase, sales, personnel, etc.
- Management of adding field types to the form, including text, number, description, date, checkbox, list and...
- Management of validation of input values of different fields
- Mandatory/non-mandatory control of data entry in various fields
- Managing and specifying confidential fields to display to users with access
- Control of editing font, colour, size and other appearance features of fields
- Controlling the number of fields placed in each line and moving fields by Drag & Drop
- Using defined forms in creating comments in all Teamyar systems