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Task Template Examples

Task Template Examples

Has anyone been using a Task template for a particular process in their museum?  We would like to utilize the module better, and are currently looking at our Loans process in particular.  I was wondering if anyone who has been using the module would be interested in describing what they have done and sharing some screenshots and/or tips.  It would help us out greatly as we know only the basics about Tasks from the Help module.
Thanks!
Kara

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Kara M. Lewis
Collections Information System Administrator/Analyst
National Museum of the American Indian, Smithsonian Institution

Kara Lewis
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Re: Task Template Examples

Hi Kara

Yes - at the National Gallery of Australia we use Tasks quite a lot in Pest Management. We like to request Pest Checks on single works of art (Catalogue Task) or on works attched to Loans, Accession Lots or Events.

We have specialist Conservators and Art Handlers, with the divisions being based on Media: Works on Paper, Paintings, Textiles and Objects.  So the people to be notified for a task depend on the media of the work. To simplify this we have created a Pest Check template in each of the above mentioend modules, covering each of those Media divisions.

I've attached a picture of a WOPS Pest Check task template from Accession Lots, hope this helps you to see what I mean.

https://emu.axiell.com/images/agorapro/attachments/1394/mini_Task-Template---WOPS-Acc-Lots.jpg

This mostly works. Obviously Loans or Accession Lots of mixed media works don't fit the model too well, but this is not a showstopper.

Worth mentioning that we don't yet use any hierarchical task dependency within task templates.

Also, I've customised our Task Notification reports to include a few more fields. This has helped a lot. It's not simple, but it can be done. I gave a presentation on this at the Australasian User Group Meeting in 2009 - powerpoint show can be found here: http://www.kesoftware.com/downloads/EMu … gement.pps

I'm actually doing a lot of work at the moment on Tasks, as we are hoping to use EMu for managing Movement and Imaging requests. This looks like it will take the form of a new separate module for Tasks, replacing and expanding the current Tasks tab in each module. Let me know if you are keen to know more about this.

Cheers

Mark Bradley – Assistant Registrar, Documentation (EMu)
National Gallery of Australia

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Re: Task Template Examples

Hi Kara

Barbara Palmer mentioned that you emailed her with regard to the use of Tasks to manage workflow. We do use Tasks for managing cataloguing and accessioning, however at this time we don't use email reminders for these tasks.

We have one task for which we use email reminders: for giving conservators a nudge to check an object that is on display and confirm if it should be put back in storage.

I see Mark Bradley has replied to you - he has done much more work with Tasks, so he is a good resource for you!

I'm happy for you to email me on karenb@phm.gov.au if you want to ask any specific questions.

regards
-Karen Biddle at the Powerhouse

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