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<html><head><title>ITMS Tutorial</title><link rel="stylesheet" type="text/css" href="itms.css" title="Default"></head><body><p>ITMS is a task management system accessible via the internet.</p><p>Tasks can be delegated individually, or collectively as part of a process to any user of the system.</p><p>In this tutorial we will focus on some events that take place when a new employee is hired.</p><p>First of all, log in to the system using your designated username and password.</p><IMG SRC="images/login_ss.jpg" WIDTH="403" HEIGHT="410" BORDER=0 ALT="login"><p>The system will show you the following default page:</p><IMG SRC="images/pending_task_ss.jpg" WIDTH="610" HEIGHT="255" BORDER=0 ALT="index"><p>Here our test case user: <i>John</i>, has one pendingtask, and no tasks that he has assigned to other users.</p><p>Let抯 say John has hired an employee. There are certain things need to be takencare of, for instance: issuing drug tests, filing W-2 & medical insurance forms, and ordering a Laptop.These are all individual tasks that can be combined into a process.</p><p>We will start with creating individual tasks.</p><p>To create a new task, click the "Create Task" menu item.</p><IMG SRC="images/create_task_ss.jpg" WIDTH="429" HEIGHT="391" BORDER=0 ALT=""><p>Here we created a task called "File W-4 form" owned by the group "Employees". Click the "Create Task" button to add it to the existing list of tasks. Subsequently we will create similar tasksthat involve hiring an employee. If after creating the "File W-4 form" task, you realize that some of the information about the task is incorrect or incomplete, it can be changed by clicking the "Edit task" menu item.</p><IMG SRC="images/edit_task_1_ss.jpg" WIDTH="422" HEIGHT="105" BORDER=0 ALT="edit_task1"><p>Select the task name from the list and click the "Edit" button. Make the necessary changes and click the "SaveChanges" button.</p><IMG SRC="images/edit_task_2_ss.jpg" WIDTH="404" HEIGHT="288" BORDER=0 ALT="edit_task2"><p>After we have created all the necessary tasks to hire an employee, we can incorporate these tasks into aprocess where these can be easily delegated to users of the system.</p><p>By Clicking "Create Process" in the main menu we can create a new process.</p><IMG SRC="images/create_process_ss.jpg" WIDTH="417" HEIGHT="532" BORDER=0 ALT="create_process"><p>Above we named our process "Hire a new employee" which will be owned by the "Employees" group, and will include the four tasks that are checked in the picture. When you create a process, you can only include the tasks owned by the groups you belong to, or tasks which are privately owned by you. John belongs to the "Coders" and "Employees" groups, so he can include all the tasks that belong to those groups as well as any tasks which are privately owned by John.</p><p>Click the "Create Process" button to enter the process into the system.</p><p>After the process is successfully created we can assign it to the users of the system.</p><p>Click "Assign Process" to assign the individual tasks included in a process to users of ITMS.</p><p>First step in assigning a process is to select the process and click the "Next" button.</p><IMG SRC="images/assign_process_1_ss.jpg" WIDTH="407" HEIGHT="180" BORDER=0 ALT="assign_process1"><p>Next step is to choose how many instances of each task in the process areneeded. In our case, we need only one instance of each task.</p><IMG SRC="images/assign_process_2_ss.jpg" WIDTH="408" HEIGHT="280" BORDER=0 ALT="assign_process2"><p>The third and final step involves adding more instructions to the process and each individual taskif needed, selecting users to assign each task to, and clicking the "Assign tasks" button.</p><IMG SRC="images/assign_process_3_ss.jpg" WIDTH="570" HEIGHT="600" BORDER=0 ALT="assign_process3"><p>The respective users will get confirmations about their newly assigned tasks.</p><p>If you have any more questions about using ITMS as an organizational tool, please see the FAQ, or the general ITMS help.</p></body></html>⌨️ 快捷键说明
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