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Sign Shop Tasks Dashboard

Distributor guide to the Sign Shop Tasks dashboard in Encompass: track sign requests by status column (On Hold, In Progress, Ready for Pick Up), open task cards, search, filter and print. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • Sign Shop is enabled on your site
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  • You have setup the objectives related to sign shop
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  • Tasks have been created for sign shop

Steps

How to Use the Dashboard:
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  1. View Task Status: Quickly assess the status of tasks by examining the column in which they are located.
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  2. Access Task Details: Click on a task card to view detailed information, such as customer specifications or special instructions.
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  3. Search for Tasks: Use the search bar to find specific tasks based on keywords or identifiers.
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  4. Filter Tasks: Apply filters to narrow down the task list and focus on specific criteria.
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  5. Track Progress: Monitor the movement of tasks across columns to track progress and identify potential bottlenecks.
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  6. Print Task List: Generate a printed copy of the task list for offline reference or reporting.

Fields And Definitions

Key Components and Features:

  • Task Organization: The dashboard organizes tasks into distinct columns, each representing a specific stage in the sign shop process:
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    • Send to Sign Shop: Tasks that have been submitted and are awaiting processing.
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    • On Hold: Tasks that are currently paused or require additional information before proceeding.
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    • In Progress: Tasks that are actively being worked on by the sign shop team.
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    • Ready for Pick Up: Tasks that are completed and ready for customer pickup or delivery.
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    • Canceled: Tasks that have been canceled or are no longer required.
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  • Task Cards: Each task is represented by a card containing essential information:
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    • Customer Name: Identifies the customer associated with the task.
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    • Task ID: A unique identifier for tracking the task.
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    • Creation Date: The date the task was created.
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    • Creation Time: The time the task was created.
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    • Deadline (if applicable): The date the task is due.
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    • Created By: The user who created the task.
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  • Search Functionality: A search bar allows users to quickly locate specific tasks by keywords, task IDs, or customer names.
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  • Filters: Filter options enable users to refine the task list based on various criteria, such as task status, customer, or deadline.
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  • Print Option: A print button allows users to generate a hard copy of the task list for reference or reporting.
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  • Column Arrangement: The columns are arranged horizontally, providing a clear visual flow of tasks through the sign shop process.
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  • Actionable Interface: The dashboard is designed to be actionable, enabling users to easily manage and update tasks as needed.

Best Practices

  • Improved Task Management: Provides a centralized platform for organizing and tracking sign shop tasks.
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  • Enhanced Visibility: Offers a clear overview of task status and progress.
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  • Increased Efficiency: Streamlines the sign shop process and improves workflow.
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  • Better Communication: Facilitates communication and collaboration among team members.
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  • Reduced Errors: Minimizes the risk of missed deadlines or overlooked tasks.

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