Project & Task magement app

[rajivvaishnav]

Hey,

I wish to develop a simple but very useful app for my Charatered Accountant friend :

Here is my requirement:

My friend has around 5-6 employees and around 400-500 clients, and he assigns task to each of his employees who handles more than one clients, so I want to build an app by which my firend can look at the dashboard and check which employee has what task and what is the status of each task (Task means the client he is working for).

Can anyone help with the google sheet data structure, I also want the functionality so that employee can update the status of task they are doing for each client, so that my friend can see on his dashboard what is the status of each employee and each client about the task.

Regards

Rajiv

[rajivvaishnav]

Here are the details of current manual excel entries :

As you see there are two samples shown here, one is James and other is Chris who are the employees.

And Vouching, GST Reco., Leger Scrutiny, Excel Feeding etc are the task to be performed by each employees for all the clients and each employees has to update the status of each task they are performing for the clients, how can i design the google sheet for developing this app in appsheet?

can someone please help.

Regards

Rajiv

[jballester]

Hi,

example of progress of tasks assigned to project and team.

Template Marketing Projects

Htps://www.appsheet.com/templates/Track-marketing-campaign-stages-and-budgets

More templates

https://www.appsheet.com/Templates

[rajivvaishnav]

No sir this is totally different, I have client , and 10 tasks for clients which are fixed for employee who are suppose to do for each client, this is my scenario.

Regards

Rajiv

[Kyric]

You'll need a few tables for this.

• Client table - this is your full list of clients
  • you can store client relevant data here i.e. contact information, terms, phone number, etc.
• Employee table - all your employees
  • You can put any employee information in here also if you want, birthdays, phone numbers, email etc.
• Task table - this is your main table you are working in
  • Here you will add a row for every task you do
  • Include Status, Type, Notes, and you can capture timestamps for when statuses change (I prefer an action for each status change, that will change the status and record the timestamp)
  • You'll also include a ref field for which client this task is for
  • And then you will have a ref field where you can assign one of the employees to the task

This should get you most of the way there. Depending on your variability, you can do most of these actions in bulk or automatically. If certain employees are always handling certain clients, you can use expressions to automatically select these values when creating tasks.
For bulk task creation you can either upload csv files with matching column names, or use automation.

Once you have these core elements working, you can then create table views or charts to group things by employee, dates, statuses, clients - however you need to see them at your admin level.

Hopefully this is enough to get you rolling - this app can be as simple or as complicated as you want, my app is similar and it is very complicated lol.

[rajivvaishnav]

Hey Kyric,

THanks for such a quick reponse, I followed one of the tutorial where you just select task enum list and it will automatically create rows in task table, but now my issue is, if I want to delete the job, for a particular client along with the related tasks which were automatically added in task table , I am unable to do it.

Regards

Rajiv

[Kyric]

If you want a structure where Tasks can be grouped by a "Job" you can establish a parent (Job) - child (Task) relationship.
All the tasks will capture that Job ID as a ref field when they are created. Appsheet will automatically create an inline view for all the related Tasks with that Job ID, when you look at that Job's details.
Then in the Job ID ref field in your Task table, you can select that these tasks are "a part of" the Job. When a Job is deleted, the related tasks will also be deleted.

[Kyric]

To clarify, this will be two separate Tables - a Job table and Task table that references the Job table

[rajivvaishnav]

Brother thanks for all your support, do you mind if I share the current status of my app with you so that you know what issue I have ? I am not able to delete task, job and job id with one click, which in reality it must happen like that, once I delete the job everything must go, but its not happening.

Regards

Rajiv

[Kyric]

This picture should make it a bit easier

You can see I have an Order_Charges table. In this table I have a ref column for Order_ID which looks at the parent, the Orders table (this is the column pictured).
With this setup I can have multiple Order_Charges that all have the same Order_ID and reference the same Order.
By checking the "is a part of?" check box, when I delete this Order from the Orders table, all of its related Order_Charges records will be deleted as well

So you can do the same for your app, just make your "Orders" table a "Job" table, and make your "Order_Charges" a "Task" table.

[rajivvaishnav]

Ok sure will try, But I don't know where I picked up the current table structure, I watched some youtube video and I created it, It works fine just struck at deleting all child records if parent job record is deleted thats it. I am almost there, just struck at last bit of my work.