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templates:templates [2014-04-08 15:42]
nicolas
templates:templates [2015-07-13 16:41] (current)
natalia.martinez [New: Enhanced Workflows (Feng 3.2)]
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   - Variables (or parameters)   - Variables (or parameters)
  
-{{:templates:New_Template_screen.png?700}} +{{:Template1.png?800}} 
 ==== Name ==== ==== Name ====
  
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-{{:templates:new_template_eng3.png?500}}+{{:new_template_eng3.png?500}}
  
 === User Variable === === User Variable ===
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 The **Text** or **String** Variable is used to add a text parameter to the template later on when we apply it. The **Text** or **String** Variable is used to add a text parameter to the template later on when we apply it.
- 
  
 ===== Setting up a simple template (New Client Recording) ===== ===== Setting up a simple template (New Client Recording) =====
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 2) Select the Templates Icon 2) Select the Templates Icon
  
-{{:templates:templates_icon_eng.png}}+{{:Template2.png}}
  
 3) Choose to add a **new Template** 3) Choose to add a **new Template**
  
- {{:templates:new_template_eng1.png}}+ {{:Template3.png}}
  
 ==== Adding the tasks ==== ==== Adding the tasks ====
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 Click on **Add a new task to this template** as shown below Click on **Add a new task to this template** as shown below
  
-{{:templates:template_new_task.png}}+{{:Template4.png}}
  
 Now you just need to fill in certain information such as: Now you just need to fill in certain information such as:
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 Please note you may even create repeating tasks as well (but in this case it will ask for a start or due date). Please note you may even create repeating tasks as well (but in this case it will ask for a start or due date).
  
-{{:templates:template_new_task2.png?700}}+{{:Template5.png?800}}
  
 Once the tasks have been added, you may proceed working on their variables.  Once the tasks have been added, you may proceed working on their variables. 
 Please note you may also add subtasks, edit the ones you have created or even delete them as well. Please note you may also add subtasks, edit the ones you have created or even delete them as well.
  
-{{:templates:templates_tasks.png?800}}+{{:Template6.png?800}}
 ==== Adding the Variables ==== ==== Adding the Variables ====
  
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 Once the tasks have been added, click on the **Edit variable** button and start adding the new variables, selecting which field of the task you will be changing: Once the tasks have been added, click on the **Edit variable** button and start adding the new variables, selecting which field of the task you will be changing:
  
-{{:templates:new_template_eng5.png}}+{{:Template7.png?800}}
  
 **Assigned to**: **Assigned to**:
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 We will be able to select a Fixed or Parametric User, as shown below. Note that you should select parametric, so that you can later on select the right user We will be able to select a Fixed or Parametric User, as shown below. Note that you should select parametric, so that you can later on select the right user
  
-{{:templates:new_template_user_parameter_eng2.png}}+{{:Template8.png?800}}
  
 **Start Date or Due Date**: **Start Date or Due Date**:
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 We will be able to select a Fixed or Parametric date, as shown below. Note that you should select parametric, so that you can later on select the amount of days after or before the date you will be selecting We will be able to select a Fixed or Parametric date, as shown below. Note that you should select parametric, so that you can later on select the amount of days after or before the date you will be selecting
  
-{{:templates:new_template_date_parameter_eng2.png}}+{{:Template9.png}}
  
 **Text parameter**: **Text parameter**:
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 We will be able to select a specific text to add into the task. This must be done carefully as shown below We will be able to select a specific text to add into the task. This must be done carefully as shown below
  
-{{:templates:new_template_string_parameter_eng2.png?500}}+{{:Template10.png?500}}
  
  
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 They should be looking as following for the first task for instance: They should be looking as following for the first task for instance:
  
-{{:templates:new_template_eng6.png}}+{{:Template11.png?800}}
  
 Now, lets see the whole screen when we add parameters in all the other tasks as well: Now, lets see the whole screen when we add parameters in all the other tasks as well:
  
-{{:templates:new_template_eng7.png?700}}+{{:Template12.png?800}}
  
 Once we are done, we must click on **Add template** at the top or bottom of the screen, and we will see it in the template list: Once we are done, we must click on **Add template** at the top or bottom of the screen, and we will see it in the template list:
  
-{{:templates:new_template_eng8.png}}+{{:Template13.png}}
  
 ==== Using a template ==== ==== Using a template ====
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 If we want to record it as such, in order to do so we will create the tasks through the previously created template: If we want to record it as such, in order to do so we will create the tasks through the previously created template:
  
-{{:templates:apply_template_eng1.png}}+{{:Template14.png?800}}
  
 Then, we will be asked for the parameters we created for that specific template, so we must fill in this information. Then, we will be asked for the parameters we created for that specific template, so we must fill in this information.
  
-{{:templates:apply_template_eng2.png}}+{{:Template15.png}}
  
 After adding this information, those parameters (or variables if you prefer to call them this way) will be replaced accordingly for the ones we previously set up in the template creation. After adding this information, those parameters (or variables if you prefer to call them this way) will be replaced accordingly for the ones we previously set up in the template creation.
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 **A lot of time has been saved!!!** **A lot of time has been saved!!!**
  
-{{:templates:apply_template_eng3.png?700}}+{{:Template16.png?800}}
  
 ===== Setting up a complex template (Real World) ===== ===== Setting up a complex template (Real World) =====
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-===== Creating your first project (process, service delivery, etc.) from a template =====+===== New: Enhanced Workflows (Feng 3.2) ===== 
 + 
 +Many of you value Feng Office Templates a lot. They make work much more efficient and save tons of time. We love and use them a lot too – so we decided to improve them some more. 
 +  
 +You may now set up different kinds of flows upon tasks completion such as the ability to create a task and set its start and due date upon a task completion. 
 +  
 +For example, lets say that after you complete an initial task to “Do A”, you want to “Do B”. 
 +  
 +So, if you complete the task Do A today, the task Do B has to be automatically created, starting today, and ending in 3 days from today. 
 +  
 +This way you can define processes and no longer have to have all the tasks created at the start of your process and then have to worry about adjusting dates. It makes for a much more fluent and efficient flow. 
 +  
 +Please note: This will be good for some cases, like service management, but might not be the best way to manage a project if you need to have all the dates for all tasks visible for the project, like in a construction project. 
 + 
 +{{:flow1.png?800}}
  
-Lets see some examples of templates applied on real-life companies.+Here is how the variables look like in this example:
  
-We are going to see examples for: +{{:flow2.png?800}}
-  - Advertising agencies - Radio piece work order +
-  - Law firms - Preparing and Executing a business selling contract +
-  - Construction firms and Architecture studios - New construction project +
-  - Service delivery - New client process +
-  - Schools and Universities - New course development +
-  - Public agencies - Processing a building permit request+
  
-There are manymany more processes being defined with Feng Office templates. If you would like to share yours we would love to learn about itLeave comment here, or a post at the Forum. If you are a Professional Edition Client we could publish the case study, if you want:-)+On the other handone can also set conditions for tasks completions, meaning that the system will not allow users to complete a task if there are empty fieldsFor instance, task cannot be completed if it has no description, or any other field you select.
  
 +{{:flow3.png?800}}
 ==== Advertising agencies - Radio piece work order ==== ==== Advertising agencies - Radio piece work order ====
 ==== Law firms - Preparing and Executing a business selling contract ==== ==== Law firms - Preparing and Executing a business selling contract ====
templates/templates.1396982551.txt.gz · Last modified: 2014-04-08 15:42 by nicolas
 
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