Pacer organizes the to-do lists for multiple projects and implementations in one place. It eliminates numerous spreadsheets and emails to simplify the communication of what needs to be done. Each task references the what, when, who, and how, so your team can stay aligned with brand initiatives and guest expectations.
① Find Your Project
The Dashboard displays after login.
Projects is a summary of each project associated with the location. This is your starting point to learn about the project and view project tasks.
The Project Name is also a link to display all of the active project tasks.
The Tasks Graph clickable segments represent the number of tasks that are Complete (green), In Progress (yellow), Past Target Date (red), Not Applicable (light green), and Not Due (gray). Click a slice of the graph to view the tasks that represent that slice.
Coach is the individual on your team who is leading the implementation of the project.
View Project Resources to view links of important websites assist you in completing the project. It also includes name of the implementation manager leading the project in case you have questions.
Milestones provides you a quick look at the number of milestones that are upcoming, in progress, or past due. Click on the number to view those milestones.
② View Project Tasks and Supporting Materials
Select a Project's name on the Dashboard to view tasks for that project.
The sub-menu that appears when you hover on Tasks in the header provides you a quick way to see tasks assigned to your name or to your favorite departments/areas. (Designate your favorites in your Profile.)
Narrow the list more by using the column headers or select View Filters.
③ Assign Tasks To Yourself Or A Colleague
Select a task name to view the full task detail including additional information, links, and who to contact for assistance.
This is where you can change the task’s status, assign it to yourself, or assign it to a colleague.
You can add notes in Comments including the ability to mention a colleague in the comment by typing @ followed by their first name. Each Comment is automatically stamped with your name and the date. (Tagged individuals are sent an email.)
Attach draft and final files related to the task. You can delete a file if it is out-of-date. If your lives on another website, you can add a link to the location of that file.
④ Complete Task and Update the Status
As you work on the task, you can update the status.
When you have finished the task, change the status to Complete.
You can update the status in the task list by clicking on the current status label.
Update in bulk by using Bulk Update option at the top right corner of the listing.
⑤ When Appropriate, Login Again and Repeat
Repeat steps 1-4 as you work on the remaining tasks in your project.
You can be reminded of upcoming tasks via Notification Settings (accessible by clicking the User Icon in the top right corner).
⑥ Certify That Your Team Is Ready To Go
One of the final tasks in your project will be to certify that your team has completed all tasks to-date and are ready for implementation.
Selecting 'Certify' will automatically notate your name and the date of certification. If you make a mistake, simply uncheck the box.
If your team is new to the application…
- Inform colleagues how to log in. They should follow the same steps as you.
- Review the Projects section of the dashboard and click the project name to view tasks and get started.
Extra: Monitor your team with the Dashboard
The Dashboard give you insight on how your team is progressing with tasks.
Projects is explained above.
Summary displays four graphs: The completion of tasks due in the current week, the progression of all tasks associated with the location, tasks in your favorite departments / areas, and the progression of tasks assigned to your name. Each clickable slice of the graph represents the number of tasks Complete (green), In Progress (yellow), Past Target Date (red), Not Applicable (light green), and Not Due (gray)
Task Completion By lists each discipline and how each is progressing with their tasks. You can also compare departments, phases, and who tasks are assigned.
Files displays all files that have been uploaded to tasks at this location grouped by Department.
Location profile displays the attributes of your location; these are used for reporting and filtering. There is also a comment box where you can add general information about your location.
Extra: Time Saving Tips for the Tasks page
Show Filters: column filters allow you to select a single value; if you need to filter by more than one item, click the Show Filters option.
Bulk Update: Use Bulk Update to change the status of multiple tasks in bulk, to assign tasks to your actual name, or to delegate to others.
Hide/Show Columns: Depending on the size of your monitor, you may wish to add or remove columns from your view.
Print: you can export the listing to PDF. that you can save or print. You can also schedule the report to be emailed to you a regular basis.
Create Your Own Task: Create a new Task by selecting the blue Add Task button.