Team And Task Organizer For Magento
|Team & Task Organizer For Magento allows you to schedule, organize and manage tasks which should be done by you and your employees.|
The extension enables adding, editing and removing tasks, as well as assigning them to particular staff members. All these and much more in a convenient admin panel widget.
|✔ Add Task|
|✔ Edit Task|
|✔ Delete Task|
|✔ Assign Task To Any User|
|✔ Set Up Privileges For Any User|
|✔ View List Of Tasks Assigned To You|
|✔ View List Of All Tasks|
|✔ Auto Tasks - Create Task Upon Previously Defined Event|
|✔ View Statistics|
|✔ Task List Widget|
- General Info:
|✔ Open Support Ticket Directly From Extension|
|✔ Integrated With ModulesGarden Base For Magento (read more)|
|✔ Multi-Language Support|
|✔ Supports Magento 18.104.22.168 and Later|
|This tutorial will show you how to successfully install Team & Task Organizer For Magento. |
We will guide you step by step through the whole installation and configuration process.
|1. Log in to your client area and download Team & Task Organizer For Magento.|
|2. Upload and extract the extension into the main Magento directory.|
Files in your Magento directory should look like this.
|3. When you install Team & Task Organizer For Magento for the first time you have to rename 'license_RENAME.php' file.|
File is located in '/app/code/community/Modulesgarden/Teamandtaskorganizer/license_RENAME.php' . Rename it from 'license_RENAME.php' to 'license.php' .
|4. In order to configure your license key, you have to edit a previously renamed 'license.php' file.|
Enter your license key between quotation marks as presented on the following screen. You can find your license key at your client area → 'My Products' .
|5. Now you have to clear cache at your Magento system.|
Log in to the Magento and go to the 'System' → 'Cache Management' .
|6. You have just successfully installed Team & Task Organizer For Magento!|
Configuration and Management
|Team & Task Organizer For Magento allows you to easily manage your team, automatize creation of tasks upon defined events and manage all existing tasks.|
Your Tasks List
|In order to view list of tasks assigned to you, proceed to the 'Team and Task Organizer' → 'Your Tasks List' .|
All information concerning your tasks can be found here.
|To improve it even more, we added a possibility to filter tasks using form marked on the following screen.|
|You can easily create new tasks, press 'Add New' to proceed.|
|On the following screen you can see how a new task for admin Jack Terre is created.|
This task concerns important installation service for client John Smith.
| 'Statistics' page allows you to view statistics of task sorted by status and priority.|
You can also view list of tasks which are currently in progress.
|At the 'Settings' tab you can define behaviour of our extension.|
1. Defines position of widget in your Magento admin area.
Task List Widget
|You can access Task List widget from any place of your Magento admin area.|
Press 'Task List' as shown on the following screen to unfold it.
|Here you can see information about your current task.|
In addition, you can easily change its status using buttons in 'Action' column (red).
Admin Control Panel
|At the admin control panel you are able to view list of all tasks, set up privileges to your admins and even set up auto tasks.|
|You can access list of all tasks under 'Admin Control Panel' → 'Tasks List' .|
It is similar to the 'Your Tasks List' page. The only difference is that it shows all existing tasks instead of your tasks only.
|Our extension allows you to set up privileges of your admins for actions made inside of the extension.|
'User Privileges' page can be accessed under 'Admin Control Panel' → 'User Privileges' .
|User privileges are divided into three parts. First of them contains the most crucial permissions.|
1. Allows to create a new task.
|Second part concerns tasks assigned to admin himself.|
1. Allows to edit own task.
|At the third part you can set up privileges regarding tasks of other admins.|
1. Defines task of other admins visible for admin you are setting privileges for.
|Auto tasks allow you to set up creation of desired task upon defined events.|
Proceed to 'Admin Control Panel' → 'Auto Tasks' and press 'Add New' to create a new auto task.
|Let's fragment it down into its individual parts and describe each of them separately.|
For purpose of sample, we will create auto task, which will be triggered after creation of a new user.
Auto Tasks - Conditions
|Team & Task Organizer For Magento allows you to do even more owing to conditions functionality.|
Press 'Conditions' to proceed.
|You can edit any bold text through pressing it and choosing desired value. Press '+' to add new condition and 'x' to remove existing one.|
Conditions shown on the following screen will create task only if client chooses DHL International Express shipment method and total value of order twhich is greater than 100$.
|Press 'Save' to confirm conditions or 'Delete' to remove auto task.|
|1. You can easily open a ticket and ask us about your extension.|
Simply, go to your extension → 'Open Support Ticket' page, fill form and press Open Ticket' button.
|1. When you have problems with connection, check whether your SELinux or firewall does not block ports.|
|2. Error 'The page you requested was not found, and we have a fine guess why.' encountered while choosing 'Shipping method' condition.|
Reason: This is related to Magento bug with missing DHL configuration variables.
|3. In case of any problems with the extension, that were not mentioned in this article, proceed to Common Problems With Magento Extensions article.|