<aside> 💡 The Planboard module is a supervisor page to manage employees' allocation to tasks. You can assign workers to tasks, see who is assigned to what tasks and what tasks workers are assigned to.
In this section, you will discover the steps to follow to allocate a certain employee from your department to a task.
</aside>
List of content
An overview of the different capabilities of the module: [1] Task filter panel - let’s you filter the content based on Department, Discipline, Projects, Components and more. [2] Task list - shows the list of all the tasks of your projects, and their status in your department. In here you can allocate a task to a certain employee of your department. [3] Task readiness statuses - inform you on the current statuses of Engineering, Design Changes, Material and Predecessors for that task.
🎯 This is an advanced feature, that depends on the configuration specific to your shipyard. If you have them active in your Planboard, you can learn more about them in Task readiness statuses
[4] Employee counter which is the number of employees allocated to the task / the number of needed ones. [5] Employee list shows the employee list of your organization, which you can use to allocate to specific tasks.
By default, when entering the Planboard module you will see the tasks of your department.
The displayed active tasks are sorted by their finish date.
You can use the right-column filter to filter the desired group of tasks.
You can select other departments, and/or a project, and filter by discipline, type, location, and Location type.
When selecting one or more projects, the filters column updates and you can select a certain component or structure you are working on.
In the Planboard module, you will be able to see all the tasks of your projects, and their status and allocate a task to a certain employee of your department.
This is an example of a task:
Every task shows you:
[1] The status is represented by the left-colored line, next to the icon (you can learn more in the advanced features section Planboard tasks statuses ).
[2] The name of the component in which the task is contained is shown in bold.
[3] The activity name.
[4] The organization and discipline to which the task is allocated.
[5] In the center, the project’s name is displayed. it indicates the project in which the task is contained.
[6] The list of the Task Readiness statuses, if there is any.
[7] The actual progress of the tasks.
[8] The start and end date.
[9] The complete checkbox.
[10] The Employee counter which is the number of employees allocated to the task / the number of needed ones.
The left column of the page shows the employee list of your organization.
Every employee is represented by a tile.
The list can be filtered by employee name (and in some cases also by ID number, for more information check the advanced features), just by typing part of his name in the search box of the upper part.
The list is also filtered by the discipline selected in the filter column on the right.
Another way to filter the employee list is by selecting a certain team. You can select a team, by clicking on the Team icon next to the check box.
A list of all the available teams will appear and, once selected, just the users allocated to the team, will displayed. You can check out what is a team and how to create one, in ‣ page.