©2017 by AGILIST.Ai Pty Ltd

PRODUCTIVITY TOOLBOX

USER GUIDE

FUNCTIONALITY OPTIONS

SUBTASK TEMPLATES

  • Click on Toolbox \ Subtask Templates option situated within quick links menu in the header

  • Click on New button to start a new template

  • Select name and project

  • Specify Subtask name formation. Optionally, parent ticket's summary can be used as prefix or suffix to the subtask name

  • Add Subtasks witin the grid 

TASK SET TEMPLATES

  • Click on Toolbox \ Task Sets option situated within quick links menu in the header

  • Click on New button to start a new template

  • Enter issue details within the grid. Issues can be hierarchical. Links between issues within the set can be configured.

  • Task sets can be executed on the spot

  • Enable "Allow Quick Entry from Home" in order to use this Task Set template as the prefilled quick entry from Contextual Search home screen. Pre-filled modal will be presented to users when they pick the template. If the template consists of one task, then pre-filled quick entry screen will be presented as a Form.

ROBO DATA MANAGER

  • Click on Toolbox \ Robo Data Manager option situated within quick links menu in the header

  • Select a scope of issue and click Run button to populate the grid

  • Use smart helpers for bulk editing details - Search and Replace, Shift Dates and Numeric values, Replace all

  • Add new issue rows if needed

  • These execution options are available - Clone (simple), Clone with Issue Link being rebuilt, Update Existing