7.1 Performance features
One-off tasksCreation and management of simple tasks for daily to-dos and quick tasks. Project tasksMore complex tasks can be assigned to projects to ensure a clear structure and overview in larger projects. Recurring tasksSetting tasks that recur at regular intervals in order to plan routine tasks efficiently. KanbanboardA visual Kanbanboard for managing task status and […]
7. task management
The task management module offers financial institutions a comprehensive solution for planning, organizing and tracking tasks. It combines flexibility and structure to support teams in the efficient processing of projects and daily tasks.
6.8 Important notes
Using the “Preview” button, the editor can view the unpublished report at any time. A notification in “Draft” status has not yet been published. Rejected notifications can be called up again and edited. When a rejected notification is called up, it switches to “Draft” status.
6.7.3 Settings
Basic settings, view settings, archiving and deletion settings can be made by the NM administrator in the settings of the News & Messages application. In the basic settings, a checkbox can be used to specify whether details (e.g. author, publication date) are displayed in messages. In the view settings, the maximum number of top messages […]
6.7.2 Categories
The NM administrator can create categories for notifications in the “Categories” tab. A distinction is made between notifications with approval and notifications without approval. When creating a category, the NM administrator is guided through a two-part wizard. The following diagram illustrates the category creation process. Mandatory fields are marked with an orange frame. After each […]
6.7.1 All messages
The “All messages” menu item contains all messages, regardless of whether they have the status “New”, “Draft”, “In approval”, “Rejected”, “Published” or “Archived”. The overview table contains the tabs: “Title”, “Category”, “Created”, “Valid from”, “Valid to”, “Author”, “Status”, “Top news” and “Show in portlet”. These can be sorted alphabetically in ascending or descending order using […]
6.7 Administration News & Messages
The menu item “Administration” is divided into the tabs “All messages” and “Categories”. Only NM administrators have access to the administration area.
6.6 Release
If an NM editor has created a new notification in a category with approval, this notification can be released by a user in the NM releaser user group. The NM releaser receives a notification from the News & Messages application, which informs them that a notification is available for approval. If the NM releaser clicks […]
6.5 Unpublished reports
The menu item “Unpublished messages” contains the messages that are in the process of being released. An NM releaser has the option of assigning an unpublished message and then approving or rejecting it with a comment. The filter options by status, category and validity as well as the search bar help you to quickly find […]
6.4 Editing
NM administrators and NM editors can create new messages via the “Editorial” menu item. Similar to the “Messages” menu item, there is an overview table here, but with additional columns: Title Category Created Valid from Valid until Author Status Top news Show in portlet These columns can be sorted alphabetically in ascending or descending order […]