Pi USE CASES
To help you get the best from PiCosm, a few step by step examples. These assume you have configured your account and are familiar with PiCosm operation, including the various features referenced below.
Pi tasks are ideal for projects with a small team, or your own one person ventures. If you are the project manager (PM) at a business or other entity, it is advised that it signs up for a Location Pi, so that if you leave, another PM can take over.
- Ensure each member of your team has their own Personal Pi account. If a resource leaves your organisation mid project, simply reassign any task(s).
- If you have not done so already, assign appropriate tags to your Pi account, remembering to indicate project tags with the checkbox next to the tag name.
- In conjunction with the rest of your team, ensure everyone has paired their Pi (number) using the Pi Contact Manager.
- Create the first task, allocating resources as required.
- Once you have created your tasks, they will appear on the Pi home page dashboard if the various filters are set correctly using the down menus. If you have assigned any tasks to other resources, they will see tasks you have assigned under Me, but not tasks you have assigned only to yourself.
- Your resources can edit task(s) assigned to them, but not delete them. You and/or the resource can adjust the status.
- Once the task has been carried out to your satisfaction, you can then select Verified from the Task progress controls within the task editor.
Managing a shopping list with the Pi task manager uses the same principles as those for Project Management (see above), in particular when purchasing as part of a team such as your family, student household, a society or other group.
Another person may add items to the shopping list by creating a task and adding you as a resource. That way, when you login to your Pi account, if you have the correct tag filters selected, you will see the appropriate shopping list items. The key to effective use of Pi Tasks is to create appropriate tags so you can filter your shopping list dynamically depending on which type of shop you are in.
Here are some suggestions for shopping related tags:
- Meat & Fish
- Shopping (Mark as a Project using the tag manager)
When you view your task list on the Pi home screen, simply toggle (switch ON or OFF) the appropriate filter tag to govern which tasks appear. For example, if you are visiting a frozen food store, you would select Shopping and Frozen.If a shared task is marked as complete, then whoever created the task will be notified by email. This will ensure the same item is not purchased by more than one person.
Whether a department in an organisation or a family home, amongst other things, the Pi Acquisitions log can be used to manage inventory.
- Create location names on your account Preferences form at VIEW > Preferences. If you are running a department, such as a University lab providing equipment to students, enter their names as a location.
- If the items you are managing have already been input into the Pi Acquisitions log but have not yet been assigned a location, then there are two ways to locate the item(s). A free form keyword search in the Pi search field or by selecting VIEW > Acquisitions and use the various filters to govern which items appear. You can adjust the location directly from the table using the drop down menu in the LOCATION column or by clicking the edit control in the search results or table.
Creating location names using VIEW > Preferences
Pi User Guide pages appropriate to subjects discussed on this page.