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Tutorial

Registro

Si quieres crear una cuenta para usar ClockingIT puedes hacerlo desde aquí.

Si planeas usar ClockingIT con varias personas, asegúrate de que sólo uno de ustedes se registre, y luego agrégalos desde la página “Usuarios” cuando hayas iniciado sesión – si no lo haces así terminarán en diferentes empresas y no podrán trabajar juntos.

Además, puede seleccionar un subdominio para su grupo de personas, que sea fácil de recordar ya que será su enlace de conexión con ClockingIT. El uso de un subdominio (la parte de suempresa en http://suempresa.clockingit.com) permite que cada empresa tenga su propio espacio y separar las cuentas para que no tenga que pelear por los nombres de usuario más populares. Esto también significa que usted puede utilizar la misma dirección de email o nombre de usuario a través de varias empresas si debe crear cuentas de varias empresas.

Usuarios

Para asegurarse que todas las personas con las que desea reunirse en ClockingIT utilicen la empresa que ha creado, agréguelos desde la página de Usuario. Haga clic en el enlace Nuevo Usuario en la página de Usuario para que aparezca el formulario de nuevo usuario, y complete la información pertinente. Se le enviará una invitación por correo electrónico con datos sobre la cuenta de que ha introducido a la dirección que usted especifique, junto con un link para iniciar sesión para que la persona, que ha agregado pueda entrar y comenzar a trabajar inmediatamente.

Es altamente recomendable escribir un mensaje para ellos en el correo electrónico de registro que indique al usuario su nombre de usuario y contraseña.

Si desea que la persona a la que añadió pueda agregar más usuarios o clientes, asegúrese de marcar la casilla de verificación de Administrador, de lo contrario no será capaz de ver o modificar la lista de usuarios o la lista de clientes.

Overview

The Overview page is where you interface with your projects and milestones, views, and you can get a good overview of your most important and most recent tasks. You can also see a log of recent activities across all the projects you have access to.

The importance of a task is based on the severity, priority and due date.

You can log time and complete tasks from this page, by clicking on the clock icon - - as well as complete a task by ticking the checkbox next to the task name.

Projects

A project is a collection of tasks, which all people with read permission can access. To create a new project, click the New link to the right of the Projects header on the Overview page, and enter a project name and select a Client from the drop down list. You can't do much in ClockingIT without at least one project defined, so creating a project or two should probably be the first thing you do.

Once you have created a project, you'll be taken to the detail page of the project, where you can add new milestones, as well as grant or revoke access to the project. To give someone access to the project, click the to the right of the name of the user for basic access and then give them whatever further access you feel they need. An explanation of the different permissions can be found in the permissions section of this small tutorial.

To edit a previously created project, go to the Overview page, and click on the icon that pops up to the left when you mouse over the project name.

Clicking the project name on the Overview page takes you to a page showing all tasks belonging to that project.

Milestones

In software development, you often have to deliver a set of features at a specific date. This is often called a milestone (examples are Alpha, Beta, version 0.1, version 1.0, demo, etc). ClockingIT allows you to create your own milestones and attach whatever tasks are relevant to this milestone.

To create the milestone, go to the Overview page and mouse over the project you want to add a milestone to. Click the edit button that pops up to the left of the project, and from the project detail page, click the New Milestone link. Enter a name, description, and a due date (if it applies to your milestone) and finally click the Create button.

Whenever you edit or create a task in the project that the milestone belongs to, you'll be able to select the milestone from a drop down list. The task will then use the due date from the milestone, unless you override it on that specific task. Any changes to the milestones due date will be reflected on the task.

You will also see an entry for the milestone on the Overview page, along with a progress bar showing your progress with this milestone. Clicking the milestone name on the Overview shows you a filtered task view with all tasks belonging to the milestone.

Permissions

Tasks

Resources

Tags

Comments

Attachments

Search

By entering a phrase or a word in the search field on the menu bar, you can search across all tasks and log entries you have access to. You can also enter a task number with a # in front of it (#123) to go directly to the task with that assigned number.

If the phrase you are looking for contains a - (dash) you will need to escape the -. The dash works as a NOT. e.g.: you want to search for 03-30 type the phrase in the search box as 03\-30.

Views

Once you have more than a few tasks, you'll grow tired of browsing your way to the tasks you need. This is where Views come into play. They're basically a saved set of filters which can either be created from scratch by clicking New to the right of the Views heading on the Overview page, or they you can browse your tasks and click Save as View when you're happy with the filters.

There are four default Views that everyone has, and those are 'Open Tasks', 'My Open Tasks', 'My In Progress Tasks', and 'Unassigned Tasks' which all are pretty self explanatory.

By ticking the 'Shared' checkbox, your newly created view will be usable by all other people in your company.

Timeline

Reports

Change the Report Time Format

  • Click on Preferences in the top menu
  • Under the heading Options find and change the Duration Format to 59:04

Printing

Once you have a screen full of information that you want to print, just go ahead and print that screen (print preview to test how it will look). When you print a screen from ClockingIT, alternate CSS styles will be applied to the page. In other words, the information on your screen will be reformatted automatically at printing so that it makes sense in printed form.

Import/Export

Data can be accessed via iCal format and RSS feed. Look for the RSS icon and the calendar icon in the RECENT ACTIVITIES heading on the Overview page.

Reports and Browse/Views can also be exported in CSV format (which can be opened in MS Excel and other similar programs, as needed).

Stay tuned for future upgrades that will allow for a more complete import/export of the data.

Files

Notes

 
wiki/es_tutorial.txt · Last modified: 2012/02/10 14:41 by globalinnovation
 
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