DCM Add-on

3. Tasks

The task element is a tool available in the catalog (the one from iObeya or the room). Tasks configuration can be done in a catalog which is accessible in the Room settings by any room administrators.

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3.1. Configure the Tasks catalog

The Tasks catalog allows the user to :

  • Search a task
  • Filter categories by Teams
  • Import and export contents of the tasks catalog (csv file)
  • Add a category and add its tasks
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The Tasks catalog is composed of categories and each category contains tasks. To add a task, you should select a category first.

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3.2. Add/edit a category and a task

A category has the following properties:

  • A color (mandatory)
  • A name (mandatory)
  • A team which can contain:
    • A site
    • A department
    • A sub-department
    • A working area
../_images/dcm-tutorial-15.png

A task has the following properties:

  • A category
  • A color (mandatory)
  • A name (mandatory)
  • A task type
  • A duration (mandatory - a quarter of hour is the minimum duration)
  • A description (140 characters maximum)
  • A hyperlink
../_images/dcm-tutorial-16.png

Note

By default, the color of the task is the same as its category but can be changed if necessary.

3.3. Define context for your DCM tasks

A context is an extra information that you can add to your DCM tasks.

Define context for your DCM tasks via the Contexts tab in the utility DCM settings available in the Room Settings for any room administrators.

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You can also import and export contexts through an XLSX file. To download the template, click here.

After you configure the context fields:

  • You can edit DCM tasks available in the catalog and individually set up which context you want to add for each type of task.

    ../_images/dcm-tutorial-119.png

  • These fields are displayed in the task editor, providing text boxes for entering the corresponding value.

    ../_images/dcm-tutorial-118.png

    Warning

    Theses context fields are available only for new tasks added to your boards and not for existing DCM tasks.

  • If you export your KPIs in CSV format, the context fields are available and you can use them to categorize and refine the analysis of your DCM tasks. Inversely, you can also import your pre-configured tasks in CSV format, predefining these context fields, so that they automatically appear in your DCM tasks and are ready for use.

3.4. Use DCM Task Cards

Once the room administrator has set and added the tool to the dock, you, as a standard user, can add a task in the board in two ways:

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Simply click on DCM Task in order to open the task catalog.

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Or click on DCM Task card and then drag and drop it to the desired slot in the board to open the task catalog.

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When the tasks catalog is opened, you can:

  • search a specific task with the search bar,
  • filter by teams,
  • add tasks (20 maximum).

Note

If you simply click on DCM task to open the task catalog, the selected tasks appear in the middle of the board.

If you drag and drop DCM Task card:
  • Selected tasks are placed in the board along the x axes, with a small shift between them along the x axes. The task with the shortest time slot is displayed above, and the one with the longest time slot is displayed below. All selected tasks are visible.
  • If you add a task to the board several times, these tasks are displayed overlapping each other.
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You can move them anywhere you want on the board. Unlike standard iObeya elements, DCM Task cards don’t stick between each other. You can easily manipulate DCM Task cards.

The same functionalities as a standard iObeya element are available: move, reorder, duplicate, preview the element, display information, send to exchange zone and send to the trash.

However for each task, a specific duration time is set by the room administrator; you can not resize the Tasks like activity cards in a planning board. A DCM task cannot be locked. An additional entry Task details in the contextual menu allows to view details of the task.

3.5. Rendering

The task displays these properties: color, name, description, hyperlink & comment:

../_images/dcm-tutorial-20.png

Sample of a task with light color

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Sample of a task with dark color

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Sample of a Break time task

3.6. View task details

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Click on Task details in the contextual menu to access the task details.

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The first part displays properties of the task:

  • Task type (Normal, Added value or Break time)
  • Category name
  • Task name
  • Task description
  • Category team (Site, Departement, Sub-department, Working area)
  • Hyperlink
../_images/dcm-tutorial-24.png

The second part displays state information of the task:

  • Status
  • Planned task
  • Resources
  • Task duration changes
  • Move
  • Backlog
  • Pause

3.7. Edit a task on the DCM board

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With this dedicated entry in the contextual menu, you can edit the task.

You will be able to add/edit the description and resources (2 maximum) of the task.

A resource can be:

../_images/dcm-tutorial-26.png