Introduction

Inspired by the Personal Task List, Epicflow introduces the Group Task List. This enhanced feature aims to provide a broader scope, offering a more comprehensive perspective for task management.

The Group Task List is an advanced feature within the Epicflow system, designed to provide an in-depth overview of task management, building upon the foundations of the Personal Task List.

Screen #1 – Group view in Task List selection

Access the Task List Group View

To access the Task List Group View, follow these steps:

• Navigate to the ‘TaskList’ page from the left pane.
• Select ‘Group’.

Views

Tasks in Epicflow can be displayed in various formats, catering to different user needs. In the group view, there is a views selector available.

• The view options can be found in the top right corner.
• By Category View: Focuses primarily on the ongoing execution status of tasks.
• By User View: Especially curated for resource managers, it offers an overview of task assignments per individual and draws attention to tasks that haven’t been designated.
• By Plain View: A basic list to give a swift look at all tasks.

Screen #2 – Group view in Task List selection

Screen #3 – By Category View

Screen #4 – By User View

Screen #5 – By Plain View

Group Selector

The Group Selector offers an opportunity to choose a group from the list and view its tasks based on the granted permissions. You have the option to choose its placement, either on the left side or in the top menu.

Screen #6 – Group Selector

Screen #7 – Group Selector Customization

If you have the rights to see all tasks, you can easily select any group you like from the drop-down list and check its tasks.

When you select a group in the Group Selector drop-down list, this group will be shown even after a page refresh/logging out/duplicating the page/going to another page and returning.

Timeline Feature

Users can activate the task timelines simply by clicking on the arrow icon to the right of the task list. For users looking to tweak their settings, the gear icon at the top right corner provides further options. This setting reveals a task’s feasibility and a probable date range, marking the earliest and latest practical dates for the task’s completion.

Enable the Timeline

To enable the Timeline, follow these steps:

• Locate the arrow icon on the left-middle of the screen.
• Click on the arrow icon.

Time Scale Adjustment

Found in the top left, users can switch between viewing tasks in days, weeks, months, or quarters. For detailed adjustments in the capacity view, place the cursor over the time bar and scroll. It’s essential to maintain the cursor’s position over the time bar during this.

Screen #8 – Timeline and Time Scale Adjustment

Future Load & Capacity view

This bottom feature reveals the Future Load graph. In addition to the standard view, there’s the Capacity View which presents a balance between available capacity and task utilization.

Enable Future Load Graph & Capacity view

• To enable the Future Load Graph, click on the arrow located in the middle at the bottom of the page.
• After you have enabled the Future Load Graph, you can switch to the Capacity view, which is located in the top left corner of the Future Load Graph view.

Screen #9 – Future Load Graph

Screen #10 – Capacity view Future Load Graph

Time Period Selection

Users can select a desired time period either by dragging within the capacity view on the time bar or using the calendar icon at the top right. A distinctive feature, “Only tasks from range”, highlights tasks within the selected date range. Additional filters, aligning with Epicflow standards, are also accessible.

• To choose a date range, click on the calendar icon positioned in the top right corner.

Screen #6 – Time range

Planning Types

You have possibility to run planning types directly in Task List Group View. More about Planning Types you can read in this article.

• Navigate to the Task List Group View.
• Select the appropriate Planning Type,

Screen #7 – Planning Types

Working with Tasks

You can read more about working with tasks and how to manage them in this article.