Task comments 20160226 by James Park

Task Comments 20160226 James Park for Zenput

Task Comments 20160226 Commenting Via App Assignees usually access Zenput via the app. Give them a way to comment on a task.

Reporter creates Task and assigns it to Assignee(s). Assignee receives notification.

Task Assignee01

If Assignee cannot complete the task and/or wishes to contact somebody, the option to comment in app is available.

Task Assignee01

Comments

Having trouble? Comment below.

This is a comment. Left by Assignee01 2015-02-26 10:35AM

Comment is added to Task.

Assignee submits a comment. Submit

Modified: Fri Feb 26 2016 | Page 2/8

Task Comments 20160226 Commenting Via Email Some users interface with Zenput tasks via email. Give them a way to comment on a task.

Reporter creates Task and assigns it to Assignee(s). ??? receives email.

Task was created and assigned to assignee.

If email recipient wishes to contact the assignee, the option to comment is available.

Reply Task was created and assigned to assignee.

??? replies to email.

Comment is added to Task with name and timestamp information. ??? is now part of the conversation.

Hit “reply” to contact assignee.

Modified: Fri Feb 26 2016 | Page 3/8

Task Comments 20160226 Commenting Via Task List View See which tasks have comments and provide a way to enter your own comments. Task03 Assigned to Assignee01

User goes to Task List view. Provide appropriate filtering and ordering.

Task information and instructions

Task List Task

Comment

Task01

Task02

Task03

This is a comment. Left by Assignee01 2015-02-25 10:35AM

Task04

Task05

Comments

User can click on any Task to comment on it.

This is a comment.

Left by Assignee01 2015-02-26 10:35AM

Enter your comment below.

Submit

User comments on a task and it is added to the conversation.

Task03 Assigned to Assignee01 Task information and instructions

Comments

Comment is added to Task03.

This is a comment.

Left by Assignee01 2015-02-26 10:35AM

This is another comment.

Left by User01 2015-02-26 12:42PM

Enter your comment below.

Submit

Modified: Fri Feb 26 2016 | Page 4/8

Task Comments 20160226 Watching A Task For Comments Sometimes a user wishes to be notified whenever a conversation is updated in a Task. User joins a conversation via Task view. Task03

Task03

Assigned to Assignee01

Task information and instructions

User clicks on link to join conversation. Comments

Watch this task for comments

Comments

Left by Assignee01 2015-02-26 10:35AM

This is a comment.

User is now part of the conversation.

Watch this task for comments

This is a comment.

Left by Assignee01 2015-02-26 10:35AM

User01 has joined the conversation.

Left by User01 2015-02-26 12:42PM

User joins a conversation via email.

User will now receive notifications whenever conversation is updated.

Task was created and assigned to assignee.

Hit “reply” to contact assignee. Watch this task for comments

User clicks on link to join conversation.

Modified: Fri Feb 26 2016 | Page 5/8

Task Comments 20160226 Comment Round Trip Comment round trip scenario. 1. Reporter creates Task and assigns it to Assignee(s).

Task03 Assignee01

Assignee receives notification.

Task03 Assignee01

Comments

Having trouble? Comment below.

This is a comment. Left by Assignee01 2015-02-26 10:35AM

Comment is added to Task03.

Assignee has a question about the task and submits a comment. Submit

2. Manager goes to Task List view and notices a Task with a comment. Task List Task

Comment

Task01

Task02

Task03

This is a comment. Left by Assignee01 2015-02-25 10:35AM

Task04

Task05

Task03 Assigned to Assignee01 Task information and instructions

Manager clicks on Task03.

Comments This is a comment.

Left by Assignee01 2015-02-26 10:35AM

Enter your comment below.

Submit

Modified: Fri Feb 26 2016 | Page 6/8

Task Comments 20160226 Comment Round Trip (cont.) 3. Manager reads the comment and joins the conversation. Task03

Task03

Assigned to Assignee01

Task information and instructions

Comments

Comments Left by Assignee01 2015-02-26 10:35AM

This is a comment.

Enter your comment below.

This is a comment.

Left by Assignee01 2015-02-26 10:35AM

This is another comment.

Left by User01 2015-02-26 12:42PM

Comment is added to Task03.

Enter your comment below.

Submit

Manager comments on a task and it is added to the conversation. Submit

Task03 Assignee01

4. Task03 conversation has been updated. Assignee receives notification.

Comments

This is a comment. Left by Assignee01 2015-02-26 10:35AM

This is a another comment.

Left by User01 2015-02-26 12:42PM

Assignee01 reads the reply and is now able to complete the task.

Modified: Fri Feb 26 2016 | Page 7/8

Task Comments 20160226 Notes Commenting in tasks via email & app. GOAL - Keep user communication in app as much as possible. Collects and creates history of comments per task which can be viewed and searched. Reporter creates tasks which are assigned to assignee(s). Assignee can enter a comment for the task which is then seen by somebody and replied to turning into a conversation. Somebody can see a task and comment on it, thus becoming part of the conversation. Currently can only comment on each task and not multiple tasks at once. Watchers can join in a conversation if they wish via link or comment. ASIDE - watchers are triggered by form submissions. Reporters don’t necessarily get comment notification. Assignee comments do not go to all other assignees. FUTURE - Account roles can determine if initial comments made by assignee go to a specific person/role with notification. FUTURE - Someone else mentioning @name while commenting can add that person to the conversation. FUTURE - Should anyone get notifications for initial comment? An email reply counts as a comment. An app comment entry counts as a comment. Reporter/Manager can see all tasks in a task list. Sort to see tasks with comments. Should there be a comment read/not read status on the task? What states can a task have? Currently open/closed(?) and a task cannot be reopened. Maybe add actionable/not actionable?

1. Wireframe for email & in app replies. Assignees usually in app. Managers usually via email. 2. Surface tasks with comments. Email digests, task listing screens. 3. Respond to comment via email(?) & in app. Now part of the conversation. 4. Assignee sees the reply. Any notification? 5. Reply by email or in app. Does this send an email and/or notification to the responder? Watchers can see the report page. When a submission is created and a task is created. Give the watcher a link to join the conversation “@name has joined the conversation.” Or an actual reply. Give a view for all tasks you are a part of. “My conversations” filter. Think about comment… History Collating View Search For each comment, @name and date/time posted. FUTURE - Allow editing and deleting of comments? How about leaving a conversation? Does Zenput usually do most recent items top-down or bottom-up? Comments should conform to the company standard. Not sure in what cases an email for a task is sent. In task list view, order tasks with comments at the top? Show all tasks with comments? No sorting or ordering for initial phase? Show partial comment in list view or just the commenter’s name and timestamp?

Unless manager is really involved, could just not interact or see any of the tasks with comments. Should/can we assign the task to somebody when comment is entered? Probably not since no one specific is assigned to receiving comments currently. Surface the existence of comments in email digest to managers and on the tasks listing screen. Dashboard? PROJECT OVERALL - reoccurring tasks & projects. Assigned every week potentially. Vlad & multiple customers have been asking for this. Wanted communications to be possible within the app. Copyright ©2016 James Park | Confidential

Modified: Fri Feb 26 2016 | Page 8/8