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nEwZ - sCRiPTz-TEAM.iNFO _ activeCollab _ Quick Tip: Find Out What Your Team Is Working On

Added by: sCRiPTz-TEAM.iNFO Sat, 27 March 2010

As a Project Manager, or a person in charged of people management, you need to know what your team is working on. In activeCollab you can do that by using the Assignment Filters in the Assignment tool.

First of all, remember that you’ll only be able to see the assignments related to the projects you’re involved with. Regardless of the System Role you're having, Assignment tool is treating you as any other user, and will display only the assignments from the projects you're working on. So, if you wish to see list of assignments in all projects, first make sure you're among the people who are working on each of those projects.

To create a Filter that will show you the list of your Team Members' assignments, apply following steps:

  1. Go to the Assignments page and click the New Filter button
  2. Define a filter Name and a Group that filter belongs to by filling out the gaps in the first part of the New Filter form. Group is optional and can be created just by typing in the name you wish. You can use the group you have already created by writing the same name in this field. 
  3. Decide whether this filter will be available to the other users or not. We suggest you set up this filter as private, if you're the only one in charge for the people management and assignment delegation.
  4. If you wish to see assignments from all members of a specific company, select Member of a Company value for Assigned To field and pick a company that you want. 
  5. If you wish to see the assignments of an individual team member, choose the Selected User... value for Assigned To filter and choose the person you wish. 

This is basically it, but you can set additional filters as well - select specific projects (note that activeCollab will still limit you to projects that you are assigned to), status, time frame, etc.

 



Source: http://feedproxy.google.com/~r/activecollab/~3/PumrvWS7Msc/

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