Add/Edit Task Status in Strategic Framework

1. About feature

Adding/editing task status value for a strategic framework in VisionSync allows users to define status and use it while creating/editing the task of the actionable item (initiative). By setting the status of a task, users can easily monitor the current state of the task of an actionable item at a given time and take corrective measures if necessary.

2. Screen explanation

Once you have created a strategic framework, you can add/edit task status against each strategic framework. Select the strategic framework for which you want to add/edit task status and click on the "Settings" button from the dropdown menu.

The “Strategic Framework - Settings” window contains the following elements.

a. Tabs: This segregates the settings window into multiple categories like “Progress Measurements”, “Actionable item (Initiative) Status”, “Task Status”, “Progress Tracking” and “Actionable item (Initiative) User Roles”.

b. Task Status Form: This form allows users to add status types for task level in a strategic framework. These status are available while creating/editing the task in the actionable item.

c. Default Status Fields: These status types exist in a strategic framework by default. These fields can be edited or removed if required.

d. Hint Text (Optional): This field can be used to provide users with contextual guidance, such as explanations of different statuses used to measure the progress of tasks.

For example, if the status is "completed", hint text could be included to provide clarification on when the tasks can be marked as completed.

e. Color Code (Required): This option provides users with the ability to assign a specific color to each status field of their choice, providing visual differentiation and easy identification of different stages.

f. Add Value Button: This button allows users to add a new status type for task level in a strategic framework.

g. Save Button: This button allows the user to save the task status in the strategic framework.

3. How to perform this feature/functionality?

a. Log in to your VisionSync account using your credentials.

b. Click on the "Framework" option from the More dropdown in the Top-Navigation Bar.

c. Select the strategic framework for which you want to add/edit task status and click on the "Settings" button from the dropdown menu.

d. On the "Strategic Frameworks - Settings" page, go to the “Task Status” tab.

e. To add a new status value, click on the “Add Value” button and enter the name for the status.

f. To edit the status, click on the “Edit” button against the status and make the required changes. You can also enable bulk editing mode by clicking “Edit All” and making the changes against all task statuses in one go.

g. To remove any status, click on the “Remove” button against the status.

h. Click on the "Save" button to add the Task Status to the strategic framework.

4. Expected Result

Once you have added/edited task status to a strategic framework, you can view and update them on the "Settings" page for that strategic framework. These task status options will be available for actionable items (initiative).

5. Dependency or Restriction

a. The strategic framework settings add/edit option will only be visible to administrators and whosoever has permission to add/edit the strategic framework.

b. Users will not be able to remove the task status value if it is associated with any task of the actionable item (initiative) of any strategic plan.