process4.biz 7.x Documentation

features description for Process4.biz

Working with Tasks

Object Context Menu

Select any data-object in repository or shape on diagram and right-click on it. There is an item “Synchronize with exchange server” in context menu. (This applies too for multiple object\shape selection). Here functions to work with tasks of selected object(s) can be found. Tasks can be created, task data can be loaded from exchange or send to exchange, and already linked tasks can be deleted from exchange.

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Sending Data to Exchange

In order for a task to appear in exchange, it should be sent there using the appropriate command from context menu. For each task not linked to exchange from p4b, an appropriate task will be created in exchange, filled with data from p4b task, and p4b task will become linked with exchange. Executor will receive e-mail to its exchange e-mail address informing it that a task was created for it from p4b. Data for each linked task will be sent from p4b task to exchange task. Command execution will affect all tasks of selected object(s).

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Getting Data from Exchange

To get data from Exchange to link with exchange tasks use the command “Refresh all tasks”. Data for all tasks of selected object(s) linked with exchange will be updated from exchange.

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Deleting Tasks from Exchange

To delete all linked tasks of selected object(s) from exchange use the command “Delete all tasks from Exchange server”. All task owners in exchange will receive an e-mail informing them that the task was deleted.

Task Creation

Various properties should be filled while creating a new task in p4b. E.g. executor (for integration with exchange e-mail in exchange server should be used), subject, task description and many other task-related properties (direct analog with task properties in exchange or outlook). Also each p4b task has the property Synch status, where the status of last synch operation is stored. It informs whether that task is not linked with exchange at all, was successfully synched, or whether synch failed on creation or data-exchange. The executor property can be filled manually (and it is possible to specify not only the e-mail but the name too – use NAME <E-MAIL> format). The executor can also be selected from the list of previously loaded contacts from exchange. To do this, use button ”…“.  In that dialog any previously loaded contact can be selected and filled as executor for task.

Viewing Tasks

In dependencies view or in the property explorer view of the modeller, a tab named Tasks exists. Switch to that tab to find the list of all tasks assigned to selected object(s) and be able to work with any single task.  Here is presented a list of all tasks of currently selected object(s) with some of their properties. By double-clicking on any task, the refresh operation on that task is executed (the data for the task will be loaded from exchange server). By right-clicking on any task (or any empty space of that view), the context menu appears, where the command for task management can be found. Two types of command exists – the command that affects only selected tasks and the command affecting all tasks in view. 

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Properties

By using the command “Properties…” , a window similar to task creation will be opened. All properties will be filled from the selected task. Depending on the settings and task status (whether it is linked to exchange or not) that data can be modified or will be available only in read mode.

Deleting Tasks from p4b

By using the command “Delete”, selected tasks can be deleted from p4b. Depending on the settings execution of this command, you can also try to delete respective tasks from exchange (linked with tasks that are currently being deleted). In this case, the executor of that exchange-task will receive an e-mail about task deletion.

Synchronize the Selected Task to Exchange

It works similarly to “Synchronize tasks”, but instead sends data of only selected tasks, while leaving all other tasks intact.

Deleting Selected Tasks from Exchange

Like all other commands on selected tasks – works similarly to the all tasks version, but only on selected tasks.

Same as Object Context-Menu Commands

All other commands are exactly the same as context menu commands of object(s) in repository or shapes in modeller.