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VIP Task Manager Professional Video Guides

VIP Task Manager Professional Video Guides
   
Home  » Products  » VIP Task Manager Pro  » Tutorials  » Video Guides
Presentation

VIP Task Manager video presentation covers basic features of the program so that users can understand how it works in a couple of minutes.

  • Group tasks
  • Sort tasks
  • Filter tasks
  • Plan projects
  • Duplicate templates
  • Schedule events
  • Set recurrence
  • Make notes
  • Attach files
  • Get notifications
  • Exchange comments
  • Create workflows
  • Add fields
  • Generate charts

Projects

Project management video guide demonstrates one of the possible ways how VIP Task Manager can be used to manage a project throughout its life cycle:

1. Initiating

  • Form project team
  • Add project description
  • Attach project documents

2. Planning

  • Create project WBS
  • Estimate project time & cost
  • Allocate project resources

3. Executing

  • Execute project tasks
  • Get project notifications
  • Discuss project challenges

4.Closing

  • Make project reports
  • Save project as template
  • Move project to archive

5. Monitoring

  • Monitor project KPIs  
  • Build project charts
  • Track project completion

Schedules

Task scheduling in VIP Task Manager is quick and easy. You will learn how to use Calendar views and Date Navigator panel. The guide highlights the following:

1. Set schedule

  • Views
  • Users

2. Plan schedule

  • Scheduling
  • Rescheduling

3. Track schedule

  • Navigator
  • Filters

Collaboration

Collaboration guide shows basic features of VIP Task Manager in the context of collaboration between manager and employees:

1. Planning

  • Creating Projects and Tasks
  • Assigning Tasks to Employees
  • Scheduling Tasks on Calendar
  • Adding Notes to Tasks

2. Tracking

  • Monitoring Tasks Progress
  • Getting Task Notifications
  • Making Comments on Tasks
  • Attaching Task Reports

Task Recurrence

Task Recurrence feature lets users plan daily, weekly, monthly and yearly recurring tasks. This video guide illustrates how to set recurring tasks on both Task List and Calendar view of VIP Task Manager Professional.

1. Recurring Tasks on Task List view.

  • Set recurring tasks
  • Complete recurring tasks
  • Roll up recurring tasks
  • Set reminder for recurring tasks
  • Remove task recurrence

2. Recurring Tasks on Calendar view.

  • Set monthly recurrence
  • Set weekly recurrence
  • Set daily recurrence
  • Set time period for recurring tasks
  • Set date range for recurring tasks

Templates

Templates functionality helps to minimize efforts of users at creating new typical tasks, processes and projects. This video guide demonstrates how to create and duplicate Templates in VIP Task Manager Professional.

1. Task Template:

  • Create Task Template
  • Set Resource for Task Template
  • Set Notes for Task Template
  • Duplicate Task Template
  • Check Resource and Notes

2. Process Template:

  • Create Process Template
  • Set Workflow for Process Template
  • Set Assignment for Process Template
  • Duplicate Process Template
  • Check Workflow and Assignment

3. Project Template:

  • Create Project Template
  • Set Start/Finish Dates for Project Template
  • Set Permissions for Project Template
  • Duplicate Project Template
  • Check Start/Finish Date and Permissions

Filters

Filters are used to display the tasks that meet definite requirements or hide the tasks that don’t fit certain parameters. This video guide helps users to learn how to set and save various filters in VIP Task Manager .

1. Filters Panel:

  • Common Filters
  • Date Filters
  • Resource Filters
  • Custom Fields Filters
  • Preset Filters

2. Task Group Filters:

  • Task Group Panel
  • Task Tree View

3. Quick Filters

4. Current Filter


Notifications

Notifications functionality helps to instantly inform users about changes made in tasks that reside within the area of their direct or indirect responsibility. This video guide demonstrates how to set up and use in-system and email Notifications in VIP Task Manager Professional.

1. Setting Notifications:

  • Default Notifications
  • Supervisor Notifications

3. Email Notifications:

  • SMTP Settings
  • Sending Email Notifications
  • Getting Email Notifications

2. System Notifications:

  • Sort and Filter Notifications
  • Mark Notifications as Read
  • Show Unread Notifications only
  • Find and Open Task by Notification

Comments

Comments functionality enables users to communicate with each other and discuss tasks in real-time mode . This video guide explains how to exchange and manage comments in VIP Task Manager.

1. Using tab and panel for adding comments

2. Subscribing and getting comments notifications

3. Sorting comments by date and time

4. Printing comments and tasks with comments

5. Exporting comments to HTML


Task Groups

Task Groups functionality is one of the basic capabilities of VIP Task Manager for task management and project planning. This video guide shows how to set up task groups in Task List view and Task Tree view and also how to make operations with task groups.

1. Task group settings:

  • Task Groups panel and Grid
  • Workflows
  • Resources
  • Notes
  • Attachments
  • Custom Fields

2. Task group operations:

  • Duplicate task groups
  • Drag’n’Drop task groups
  • Move task group up/down
  • Sort task groups
  • Expand/Collapse task groups
  • Filter task group
  • Move task group to archive

Custom Fields

Custom Fields functionality allows users to add task fields needed for better task management in specific business environment. This video guide shows how to create, set and use custom fields in VIP Task Manager Professional.

1. Creating Custom Fields:

  • Add Custom Fields
  • Select Custom Field Type
  • Enter Custom Field Formula
  • Set Custom Field Parameters
  • Show Custom Field Columns

2. Using Custom Fields:

  • Enter Custom Field Data
  • Show Custom Field Statistics
  • Filter Tasks by Custom Field
  • Group Tasks by Custom Field
  • Sort Tasks by Custom Field

Custom Workflow

Custom Workflow feature allows users to customize the program according to their specific business needs. This video guide shows how to create and use Custom Workflows and Custom Statuses in VIP Task Manager Professional.

1. Creating Custom Workflow:

  • Add Custom Workflow
  • Add Custom Statuses
  • Set Color of Custom Statuses
  • Set % Completion of Custom Statuses
  • Set Image of Custom Statuses

2. Using Custom Workflow:

  • Change Custom Workflow
  • Change Custom Status
  • Sort by Custom Status
  • Group by Custom Status
  • Filter by Custom Status

Permissions

Permissions function is used to allow and deny users or user groups to view, create, edit and delete tasks and projects. This video guide demonstrates how to use Permissions panel to set permissions for both users and roles in VIP Task Manager Professional.

1. Set User Permissions

  • Create User Accounts
  • Allow Users to View Tasks
  • Allow Users to Create Tasks
  • Allow Users to Edit Tasks
  • Allow Users to Delete Tasks

2. Set Role Permissions

  • Create Roles for Users
  • Assign Roles to Users
  • Set Permissions for Roles

Charts

Charts functionality in VIP Task Manager allows to show parameters of tasks and projects in graphic view. This video guide gives examples of various diagrams users can build, print and export easily.

1. Task Charts:

  • Simple Charts
  • Nested Charts

2. Project Charts:

  • Simple Charts
  • Comparative Charts
  • Customization and Print

Reports

Reports are necessary to know what has already been done and what should be done yet. This feature lets managers analyze employee performance and take corrective actions. This video guide explains how to set, print and export reports in VIP Task Manager .

1. Set Reports

  • Set report filters
  • Set report layouts

2. View Reports

  • Print view report
  • Export view report

3. Task Reports

  • Print tasks report
  • Export tasks report

Notes

Using notes in VIP Task Manager helps users to specify tasks and make projects more descriptive and understandable. VIP Task Manager features Notes Panel that lets make records and describe tasks and projects. This video guide demonstrates how to use this panel to make and exchange notes.

  1. Using tab and panel for adding notes
  2. Subscribing and getting notes notifications
  3. Changing and displaying notes format
  1. Printing notes and tasks with notes
  2. Exporting notes to HTML and MS Excel

Attachments

Attachments enable users to associate electronic documents (links and files) with their tasks. This video-guide will teach you how to use Attachments, as it explains the following:

  1. Attachments views
  2. Attachments types
  1. Attachments options
  2. Attachments settings

Task History

Task History is a feature that enables you to track changes made in a task. In this video-guide you will learn how to do the following:

  1. Make History
  2. View History
  3. Sort History
  1. Filter History
  2. Print History
  3. Report History
Playlist:
Presentation
Projects
Schedules
Collaboration
Task Recurrence
Templates
Filters
Notifications
Comments
Task Groups
Custom Fields
Custom Workflow
Permissions
Charts
Reports
Notes
Attachments
Task History

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