JobTraQ® Screen Shots - (click to enlarge)

 

Tasks View / Main Screen

• Tasks tab contains Task List, Task Summary, Task Details, Project Tasks, Time Log, Attached Files, Checkpoints and Audit Trail
• View your Tasks or Projects any way you want, drag and drop, custom views, etc.
• Multi-Level Projects and roll up data (time, files, etc.) with saved views
• Search for current or historical tasks within the system quickly and easily
• Projects views available in Gantt Chart format or List format
• XML API (read/write - authenticated and user aware Web Services interface) provides access to the same data via other information systems, portals, management dashboards, etc., in real time.

Conceptual Overview

Conceptual Overview

Notifications

• Intelligently keeps stakeholders in the loop
• Provides lightweight daily summaries to keep individuals aware of their overdue tasks
• Provides lightweight daily summaries to team leaders to keep them aware of their team's overdue tasks

Task List (basic user)

• Notice some tabs are hidden
• Any field in the system can be hidden from any specific user or group, and the system gracefully alters the view so there is no perception of "something missing"

Task List (admin user)

• Administrative level users have access to more high level features and can also be granularly granted access to specific features within the major areas such as the ability to change other users passwords or to create custom fields, etc.
• Notice the intuitive popup when the user hovers their mouse over a contact anywhere within the system. JobTraQ® is loaded with these kinds of helpful and pleasantly surprising goodies.

Task List (View Customization - add/remove columns)

• Once you create custom fields and start having your team or other information systems populating them, you may want to have them show up in your task list to help you make quick decisions - easy to do, just right click the header bar and pick away - uncheck to remove, check to add

Task List (reorder & set width of dynamic columns)

• Want them in a different order now? Thats fine!
• You can also adjust the column width to suit your preference as well - just click and drag the edge of a column.

Task List (saved views - saved for reports too..)

• Like this view just the way you have it? Save it and use it again later
• Saved views include the search criteria, selected columns and their widths and order, and can also be resused from the reports tab.

Task List (advanced search)

• Once you have thousands or tens or hundreds of thousands of tasks in our system you will appreciate not only the incredible performance, but the powerful search that lets you quickly go back and find that one task you are looking for when you need it.

Task / Project Copy and Paste

• Save countless hours by reusing complete point-in-time project, task, and workflow rule templates

Task List (drag and drop task and project organization)

Task List (quick update)

• Commonly updated fields can be modified without even having to go into the task
• Excellent for fast moving environments that need task control without a lot of cumbersome interaction

Simple Workflow Example

• Very basic example of a serial workflow with no subroutines, but helps you to visualize what the JobTraQ® workflow engine does.
• The gears that keep things moving

Task -Summary

• The extended view of a task
• Client and assignee fields (can be renamed) are "auto lookup" fields like "google® suggest" for lightning fast entry and assignment
• Tasks can be assigned to Individuals, Departments, Team Queues, and combinations of one or more of the same.
• "Other notification recipients" are people with a need to know even if they are not the task owner or assignee

Task - Summary (via real time Outlook plug in)

Task - Details

• Create drop down lists, free form text fields, dynamic user and task aware links to other information systems, and much more - all without programming
• Make fields required to insure you can capture and display needed data along the way
• Reuse all of this in anonymous web based forms that can exist outside of JobTraQ®

Task - Copy and Paste

• It's really just that easy

Task - Timers

• Track time spent COMPLETING tasks with ease
• Great for lawyers and other professional services teams (IT, software development, consulting, etc.)
• Separate from the built-in stage timers that expose how long tasks wait in certain queues.
• Combination of queue waits and time to complete can help you spot departments that need additional staffing or other resource
• Helps identify teams that are poorly performing

Task - Attached Files

• Attach any kind of digital asset and reopen it from anywhere
• Submit revised version and track the who/what/when

Project - Roll-Up View of Attached Files

• See all of a projects files without having to snoop through all the tasks
• Same applies for timers

Task - Checkpoints

• Create milestones and get alerted if your task does not reach them in time
• Can be auto-created with macros via scheduled task patterns

Task - Checkpoint Notifications and Alerts

• Any system can report what went wrong if you give it enough data
• JobTraQ® provides the active look ahead to let you see what needs attention via multiple means

Task - Audit Trail

• Records every change to every item, field, object, etc.
• Shows which workflow rule modifies a task or project
• Provides fantastic evidence of policy enforcement
• Auditors love it - Managers trust it

Project Gantt View

• Color coded view of task timelines
• Drill in for more detail

Calendar Views - Month, Week, Day

• Calendar view provides a one-month, one-week or one-day view of the user’s tasks
• View Shared (other users) Calendars
• View future and previous months
• View scheduled tasks/appointments and regular tasks/appointments
• Outlook Integrated
  

Outlook 2007 Integrated JobTraQ Calendar View

• The JobTraQ® Outlook plug in (supports Outlook 2003 and above) does not overwrite or merge with any of your corporate or exchange calendar, task, or contact data, but rather adds an independent and real time read write view of the data you would see in JobTraQ® that can be separately managed from within the familiar Outlook interface .

Outlook 2003 Integrated Calendar View (side by side)

• The JobTraQ® Outlook plug in (supports Outlook 2003 and above) does not overwrite or merge with any of your corporate or exchange calendar, task, or contact data, but rather adds an independent and real time read write view of the data you would see in JobTraQ® that can be separately managed from within the familiar Outlook interface .

Team Management Overview

• "Dispatcher" role enables delegation and view
• "Notification Recipient" role enables a watchful eye or proactive queue alerting
• Visibility bubbles up organically

Contacts View

• Control Login and access within JobTraQ® or link a user to their Active Directory or other LDAP Account
• Import existing Contact Databases anytime with full hierarchical import automation
• Add Individuals, Organizational Units or create your own Permission Groups
• Manage Permissions and Feature Access by Group or by Individual
• Add Assets and assign them to owners with drag and drop ease
• Attach files to people, companies, departments and assets
• Sort, search, modify favorite views add/remove columns
• Create new contact and asset types in seconds
• Add custom fields for various contact types

Contacts View (via Outlook plug in)

Scheduled Tasks View

• Scheduled Tasks allows users to automatically schedule tasks
• Allows users to select next execution date, recurrence pattern, end of recurrence, and assigned staff

Architecture

• WIndows 2000 or 2003 Server
• IIS 5 and above
• SQL Server 2000 and above (or MSDE, etc. for smaller installations)
• .NET 2.0
• Installs in YOUR environment, or we offer pre-configured virtual servers

Administrative Views (just a small sampling)

• Create custom fields for Tasks, Appointments, Contacts and more
• Customize statuses, task types, contact types, timer categories and more
• Create and Manage workflow rules
• Edit System Settings
• Manage licenses
• Import/Export System Templates
• Create anonymous forms that can create new JobTraQ® tasks over the web (perfect for client facing needs, etc - no login required, no JobTraQ interface, but 100% accountability and metrics)

Create and Manage Custom Fields

• Create:
  • Drop down lists
  • Checkboxes
  • Radio Button Options
  • Text boxes
  • Numeric fields
  • Custom dynamic link fields
  • Much, Much More, in seconds with no programming!

JobTraQ® logs all changes to your custom fields

• Wondering who changed that field? The answer is right there.

The Master JobTraQ® Change Log can give you the same data and much more..

• The powerful administrative audit trail is unparalleled at helping to enforce a stable environment through careful change control
• Every change to the JobTraQ® features , user permissions, system configuration, field permissions, custom field, task type, status and workflow rule creation, modification, and deletion is tracked and easily reportable
• Nothing is more accountable than JobTraQ®!

Create your own Custom Task and Project Types

• Determine which custom fields, statuses and workflow rules to link to your task types
• categorize everything in the administrative interface with JobTraQ® "task streams"

Control who can create those task types

And which fields those custom task types include

• Select which fields your new task type should include
• Control their order and who can make changes to which fields
• Control which fields have to be completed or filled in in order to save or create a task
• Provide exceptions for managers who may need to delegate the completion of certain fields
• Control which fields have to be given valid values before the task can be closed

System Setup

• Setup and alter the JobTraQ® system in short order with wizard driven installs that configure your database server, and web server, and powerful admin screens let you manage and test your settings from anywhere.
• Allows you to call "tasks" "orders" if that fits your needs better. You can rename "projects", tabs and task owners can be renamed. What you call your staff members is what JobTraQ will call them.
• Nearly everything in JobTraQ can be instantly changed to suit YOUR needs and it doesn't take a programmer and 6 months to get it done.

Powerful Workflow Engine

• Add rules to create simple or powerful multi-stage workflow rules
• System Administrators can set up trigger values and new values, reassignments, hidden values, etc. to automate tasks moving from one user or department to another
• Analyze any field for matches, even custom fields you just created
• Triggered rules can create new related sub tasks and projects or unrelated tasks such as independent rules based QA processes
• Easy to use, Easy to learn, Easy to manage

Reporting View

• System Administrator has ability to pull reports for Tasks, Scheduled Tasks, and Contacts
• Custom reports available
• Heavily Commented and highly useful Open Source Samples included
• Review task aging, time spent, mean time to completion, and productivity by department or personnel

Gadget / Dashboard Sample

Ready to talk to someone that can get this powerful tool in your hands and fast? Click Here!

Want to see what our powerful XML API can do? Click Here to download the JobTraQ® Web Services Interface Manual.