IndexTask Management System: Feature Index

Personal Tasks Department Tasks

Task Creation Task Routing

Task Templates Task Sorting and Filters

Searching Task Work-Space

Threaded Discussions Document Management

Announcements/Links Section Administration

Site Administration Multiple Work Roles

Reports Reports: Custom

Email Notification Architecture

IndexTMS Features: Personal Tasks – “In-Box”

Users view of all tasks assigned to/from them.

Users can filter and sort their inbox

Users can perform task routing operations from this view.

User view summary info on tasks

Generic Term - Configurable

IndexTMS Features: Department Tasks – “In-Box”

Task administrators view all incoming and outgoing tasks

Task administrators delegate tasks to their users

IndexTMS Features: Multiple Work Roles

Users can take on multiple roles in TMS, as they do within their organization. The user indicates to TMS which role they are currently represent and all task operations will be performed in that context.

IndexTMS Features: Task Creation

This screen allows users to create new tasks

Serial and Parallel

Separate Due Dates and task instructions

File Attachments

Configurable Data Lists

IndexTMS Features: Task Routing

Users can route a task to any place in the organization

This is an example of complex routing, with a task routed throughout the organization in both a serial and parallel manner.

IndexTMS Features: Task Templates

Task templates contain pre-configured task information and routing lists.

These can be used to configure routing business rules.

IndexTMS Features: Task Sorting and Filters

Users can sort and filter tasks in their task “in-boxes” according to their preferences. This allows them to “focus” on their most important tasks.

IndexTMS Features: Searching

Users can search for key-words that appear in all task meta-data, threaded discussions, and document contents.

This search takes place from a single location.

All search results are returned and sorted for the user.

IndexTMS Features: Task Work-Space

Using the power of Windows Sharepoint Services (WSS), each task is given its own collaboration workspace. Users collaborate with each other, in post and real time using any number of hundreds of WSS work spaces.

All work performed (document activity, discussions, etc.) on a task is captured, and can be searched and viewed at a later time.

This is the power of TMS and Windows Sharepoint Services!

IndexTMS Features: Threaded Discussion

Users can capture discussions related to a task in the TMS workspace. The contents of these discussion can be searched through the TMS search screen or at an enterprise level through Windows Sharepoint Portal.

Users can be notified automatically when someone responds in a discussion.

Users can respond to any item in the discussion

IndexTMS Features: Document Management

TMS and Windows Sharepoint Services offers a feature rich document management environment.

Check-In Check-Out

Detailed version history with document “roll-

backs”

Integration with Office 2003

Integrates with discussions and alerts

Chat with users real-time about a document

IndexTMS Features: Announcements and Links

Task Announcements can be used to keep all users up to date on important information.

Links provide URL or task links to task recipients

IndexTMS Features: Section Administration

Sections are administered by their section administrators. TMS currently provides three roles.

1. Receive Notifications – Section mailbox that receive all notifications.

2. Item Administrator – See all incoming and outgoing tasks, delegate

3. Section Administrator - Add users, see all incoming and outgoing tasks

Role based security

Active Directory Integration

IndexTMS Features: Site Administration

TMS can represent complex hierarchies

Multiple TMS options to administer

IndexTMS Features: Reports

IndexTMS Features: Reports - Custom

Users have the ability to create and save custom reports that include assorted fields and criteria

IndexTMS Features: Email Notification

TMS provides its users email notifications on all task activities.

IndexTask Management System: Architecture

•“Thin Client” – Requires IE 5.5 or above•Office XP/2000/2003 (extended collaboration)•Microsoft Windows 2003 Server

•Internet Information Services•Windows Share Point Services•Active Directory

•Microsoft SQL Server 7.0 or above•All data access through Web-Services

•“Thin Client” – Requires IE 5.5 or above•Office XP/2000/2003 (extended collaboration)•Microsoft Windows 2003 Server

•Internet Information Services•Windows Share Point Services•Active Directory

•Microsoft SQL Server 7.0 or above•All data access through Web-Services

HTMLDHTML

Client

IE 5.5 or 6.0

HTTP

XML/XSL

IIS

Windows(2000/2003)

ASP.Net

Exchange

Windows(2000/2003)

SQLServer

Windows(2000/2003)

SharePointPortal

Windows(2000/2003)

(Optional)

“Open Framework allows customers to leverage their existing infrastructure”