TAMS Training: Scheduler and Task Management
Channel: TAMS Training Videos
Date: 2016-04-20

• Task Basics:
o Subject, Description
o Priority, Status
o Owner
o Start/End Times; Reminder
o Client/Category
• Task Types:
o Non-Recurring
o Recurring
 Occurrence
 Series: Specifying the Recurrence Pattern
 Exceptions
• Views:
o List Grid
 Grouping, Sorting
 Field Chooser: Date Completed
o Day/Work Week/Week/Month
o Show Completed Tasks
o Manager’s View
• Categories
o Landline/Cellular Billing Cycles (Linked; Recurring by Default)
o Landline/Cellular Account Task (Linked; Non-Recurring by default)
o Landline/Cellular Supplier Contract Ending (Linked; Non-Recurring by default; Uses Default Duration Parameter)
o Service Agreement Ending (Non-Recurring by default; Uses Default Duration Parameter)
o User-Specified Appointment: e.g. -
 Staff management: Bi-weekly timesheets
 Client Project Activity (not associated to an Account)
• Workflows
o Adding Spawned Tasks (must save parent first)
o A Completed Task may Spawn multiple Child Tasks
o Spawned Tasks may be as successive as desired
o Limitations:
 Child Spawned Tasks cannot be Recurring
 Presently, Views do not show “what’s coming at you” or downstream users
o Best uses:
 Cellular Pool-size Management: gather, review, implement pre-billing
 Monthly audit sequences: gather, audit, analyze
 Quarterly Actions: No-usage reports