Manuals Task Management: Tasks Settings Task Types

Task Types

Task Types is the area within which it is possible to report tasks. For each task type, you can set who has the authority to report the issue, who the default responsible person should be, or what context the tasks will cover.

Basic

  1. Name
  2. Project ID
  3. Enabled for Task Contexts
  4. Desktop Rights
  5. Web Access
  6. Task Custom Fields
  7. Automatic Due Date
  8. Photo Required
  9. Create on Planogram Approve
  10. Create on Report Issue in Planogram
  1. Assign to Creator
  2. Default Assignee
  3. Allowed User Groups [Assign by]
  4. Restricted Automatic Assignees
  5. Assign by Stores
  6. Assign by Categories

Watch Automatically

  1. Start Watching Automatically on Edit
  2. Watch by Creator
  3. Default Watchers
  4. Allowed User Groups [Watch by]
  5. Restricted Automatic Watchers
  6. Watch by Stores
  7. Watch by Categories

What are some examples of task types?

  • Wrong planogram implementation - a category manager can create a task for a store that has implemented a planogram incorrectly and request that it be corrected.
  • Missing product - a store can report that it does not have a product in stock that is in the planogram.
  • Broken fixture - a store can report a broken shelf and request a new one to be sent.
  • Planogram inconsistencies - a store can report to the category manager that the planogram is incorrectly drawn and not up to date.
  • Problems with shelf labels - a store is missing a shelf label or has the wrong shelf label.
  • Planogram implementation problems - the store has problems implementing the planogram because in reality the products do not fit on the shelf. So they report this problem to the head office and the head office corrects the planogram. The HQ can also ask the store to remeasure the shelf using a task.
  • Updating marketing materials - the category manager can create task to a group of stores or all stores to replace a poster with another one.

How to create a new task type?

  1. In Quant, under the Task Settings / Task Types section, click on the New button.
  2. Then set the properties in the properties panel on the right.

Creating a new task typeTask Types properties

Basic

Name

Fill in the name of the task type - the area that each of the tasks will cover. 

Wrong planogram implementation

Project ID

A unique ID is created for each task. To quickly identify the tasks and know which task types they are, fill in the project ID here. Subsequently, the individual tasks that will be created under that task type will contain this text in the ID.

The ID for a bad planogram implementation is POG. The first task created will have the ID POG-1, the second POG-2.

Name and ID

ID of the project 

Enabled for Task Contexts

Here you set where the task type can be reported. 

A task with a bad planogram implementation should only be able to be based on the page with the specific planogram or on the page with the specific implementation photo, so that it is clear which planogram or photo it is.

The task can be reported in different places on Quant Desktop and Quant Web. Depending on which page we are on, we will be prompted with the task type that can be set up.  Task ContextContext Store

Context Implementation PhotoA task type can have multiple contexts enabled. For example, if a store reports a problem with broken fixture, it can report it when it is on both the planogram page whose fixture is broken and the page with the fixture.

For an explanation of each task context, see the more detailed Task Contexts manual.

Desktop rights

This is where you define the desktop rights to a given task type for each user role.  

Web access

Here you define the web access rights to a given task type for each user role.

Desktop Rights and Web Access
Task Custom Fields

First of all task custom fields must be defined in the task custom fields section of Quant. These fields are then automatically assigned to all task types. You can then edit which custom fields should be displayed for a given task type in the Custom Fields.

Task Custom FieldsAutomatic Due Date

Here you can set an automatic due date for the task type, i.e. how long after the task is created the task should be resolved.

Photo Required

If you check this box, Quant will not allow you to create a task without an attached photo.

Require implementation photo
Create on Planogram Approve

If the check box is selected, it is possible to create a task automatically when the planogram is approved. 

You can use this, for example, as a form of notification to the store that the planogram has been approved. Thus, every time a planogram is approved, a task can be created for the store. The store can easily see which planogram it is and then close the task.

In order for a task to be created on approval, the context must be set to Planogram.

Create implementation photo
Planogram approval
Newly reported taskCreate on Report Issue in PlanogramThis checkbox works on a similar principle to the previous settings. Here, a task is automatically created every time the user clicks on the Report Issuebutton on the planogram page.
Create on Report Issue in planogram
Report an issue

The problem can only be reported on the Implemented Planogram page. For this button to appear, the Create on Report Issue in Planogram check box must be selected on at least one task type for the user role.

Assign Automatically

In this section, you can set who should automatically become the task assignee (responsible person) when a task of a given type is created. For example, if you know that the Marketing task type is to be handled by the Marketing department, you can set the task to be automatically assigned to the user who handles marketing issues. This eliminates the extra work associated with, for example, a store creating a task, assigning it to the wrong person, who has to delegate the task further.

Assign automatically
Assign to Creator

If you check this box, the task is always automatically assigned to its creator. The user can subsequently assign it to someone else.

Default Assignee

Here you can set to whom to assign the automatically created task, unless the user sets otherwise.

Assign to Creator and Default Assignee

Allowed User Groups [Assign by]

If you want to use automatic assignment of tasks to a user group, you must select that group in this row. 

Restricted Automatic Assignees

If you want to exclude certain users from the group of automatic assignees, you need to select them in this row.

Assign by Stores

If you want the task type to be automatically assigned to the store for which the task was created, select the Assign by Stores check box. However, you must also select a group that includes all store managers in the Allowed User Groups [Assign by] line.

We want to automatically assign the Marketing task type to the managers of a specific store each time. Thus, whenever a task with the Marketing task type is created, it will automatically be assigned to the manager of that store. This way, you can create a task for all stores in bulk and instruct them to, for example, display a new poster in the store.

Assign by Stores 
Assign by Categories

You can use this attribute in the case of the Category context. Different users can be in charge of different departments. In Quant, you can configure on a specific user which categories he/she manages.

Assigned categories

If you want the task to be automatically assigned to the category manager in charge of the category, you must select the Assign by Categories check box. However, you must also select a group that includes all category managers in the Allowed User Groups [Assign by] line.

Assign by Categories

The manager of the category Pastry is the user vozenilkova.pmf. If we create a task for this category, it will be automatically assigned to this user.

Creating a task for a category

Watch Automatically

In this section, you can set who will be automatically set to watch a given task type. The watcher will receive notifications automatically if they are set, so they will be kept informed of the progress of the solution.

Watch automatically
Start Watching Automatically on Edit

A user who starts editing a task will automatically be assigned as a follower of that task.

Watch by Creator

A user who creates a task will automatically be assigned as a watcher of that task.

Default Watchers

You can also set a default watcher for a task type which is assigned as the watcher when each task of that type is created.

Watch automatically
Allowed User Groups [Watch by]

Similar to the automatic setup of responsible persons, Quant can also automatically assign watchers. In this row, you need to set up a group of users who will be able to monitor the task type.

Restricted Automatic Watchers

In this row, select the users you want to exclude from the watchers group.

Watch by Stores

If you want a watcher to be automatically assigned to a task type by the store for which the task was created, select the Watch by Stores check box. However, you must also select the group that includes all region managers in the Allowed User Groups [Watch by] line.

Watch by stores
Watch by Categories

You can use this attribute in the case of the Category context. Different users can be in charge of different departments. In Quant, you can configure on a specific user which categories he/she manages.

If we want the task to be automatically tracked by the category manager who is in charge of the category, we need to check the Watch by Categories checkbox. However, you must also check the group that includes all category managers in the Allowed User Groups [Watch by] line.

Watch by categories

You can read more about email notifications for tasks in the Task Notification manual.