{"id":2243,"date":"2018-03-20T09:24:45","date_gmt":"2018-03-20T07:24:45","guid":{"rendered":"https:\/\/blog.collaborator.biz\/?p=2243"},"modified":"2021-06-02T16:54:56","modified_gmt":"2021-06-02T14:54:56","slug":"collaborator-v1-37-0","status":"publish","type":"post","link":"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/","title":{"rendered":"Collaborator 1.37.0 &#8211; Canceling of tasks via employee profile, column with assignment type, \u201cfunnel\u201d in report and other updates"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_1 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#1_Canceling_of_the_assigned_task_via_the_employee_profile\" >1. Canceling of the assigned task via the employee profile<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#2_Delay_of_assigning_by_automation_rule\" >2. Delay of assigning by automation rule<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#3_Additional_user_filter_%E2%80%93_%C2%ABAssignment%C2%BB_column\" >3. Additional user filter &#8211; \u00abAssignment\u00bb column<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#4_Replacement_of_iceberg_by_funnel_in_success_review_infographics\" >4. Replacement of iceberg by funnel in success review infographics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#5_Gallery_resource_in_email_notifications\" >5. Gallery resource in email notifications<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#_6_Additional_Settings_for_Birthdays\" >\u00a06. Additional Settings for Birthdays<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/collaborator.biz\/es\/blog\/collaborator-v1-37-0\/#More_about_Collaborator\" >More about Collaborator<\/a><\/li><\/ul><\/nav><\/div>\n<p class=\"qtranxs-available-languages-message qtranxs-available-languages-message-es\">Sorry, this entry is only available in <a href=\"https:\/\/collaborator.biz\/en\/wp-json\/wp\/v2\/posts\/2243\" class=\"qtranxs-available-language-link qtranxs-available-language-link-en\" title=\"EN\">EN<\/a>.<\/p><p><strong>We released Collaborator v.1.37.0!<\/strong><br \/>\nIn the current release:<\/p>\n<ol>\n<li>Canceling of the assigned task via the employee profile<\/li>\n<li>Delay of assigning by automation rule<\/li>\n<li>Additional user filter &#8211; \u00abAssignment\u00bb column<\/li>\n<li>Replacement of iceberg by funnel in success review infographics<\/li>\n<li>Gallery resource in email notifications<\/li>\n<li>Additional Settings for Birthdays<\/li>\n<\/ol>\n<p>Automate the assignment of tasks and notices to beginners according to the plans, send email notification about the notices using Galleries, and change the settings of Birthday notifications dispatching! Read about these features in the new digest:<br \/>\n<!--more--><\/p>\n<h3><span class=\"ez-toc-section\" id=\"1_Canceling_of_the_assigned_task_via_the_employee_profile\"><\/span>1. Canceling of the assigned task via the employee profile<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>When a coach needs to monitor the training of a large group of employees, it is important not to miss the nuances. For example, an employee can go on an unscheduled vacation or sick leave. He objectively does not have the opportunity to study the material assigned in time.<br \/>\nIn order not to spoil the ratings and training statistics, the coach will have to cancel or postpone the tasks that were planned for these absent employees. It is unlikely that the tutor remembers the training plans of each staff member &#8211; it will be difficult for him to find all the assigned tasks for the absent person.<br \/>\nBut now you can sort it out quickly &#8211; through the employee\u2019s training history. The coach needs to go to the user profile, then the training history and select the \u00abRemove assigning\u00bb.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2330\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/1-2.png\" alt=\"\" width=\"1382\" height=\"357\" \/><br \/>\n<strong>You may go into the details of how it works with the video:<\/strong><br \/>\nhttps:\/\/youtu.be\/A1nbMOOuPFY<\/p>\n<h3><span class=\"ez-toc-section\" id=\"2_Delay_of_assigning_by_automation_rule\"><\/span>2. Delay of assigning by automation rule<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>We continue to expand the automation rules in the system &#8211; now you can create \u00abassigning in N days\u00bb rule for notices, tasks or chat channels.<br \/>\nSame as for time access to program elements, the Administrator can create the rule according to which the task is assigned a few days after the user is activated or new attributes are set for him &#8211; city, department, etc.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2331\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/2-1.png\" alt=\"\" width=\"1259\" height=\"402\" \/><br \/>\nWe have a real example of using this setting.<br \/>\nA few weeks ago, the new employee joined our company &#8211; PR-manager for the upcoming event.<\/p>\n<blockquote><p><strong>Read more about \u00abEl&#8217;Lab\u00bb &#8211; the first E-Learning Bootcamp &#8211; at the <a href=\"https:\/\/ellab.in.ua\/?utm_source=Collaborator&amp;utm_medium=digest&amp;utm_campaign=ellab1\">site<\/a> and at the <a href=\"https:\/\/goo.gl\/zx26aQ\">official Facebook page<\/a> <\/strong><\/p><\/blockquote>\n<p>At that moment the rules were available only in test mode.<br \/>\nThe first three days the girl was getting familiar with the platform and corporate structure under the guidance of the mentor. She passed the familiarization course called \u00abMastering Collaborator\u00bb and learned about notices and poll from the relevant courses. The resource with the video tutorial on Facebook posting and an instruction for creating utm-tags appeared in her tasks in three days. It happened thanks to the \u00abassigning in 3 days\u00bb automation rule.<br \/>\nIn addition, two weeks after the PR manager was added to the system, the employee received the \u00abSales department\u00bb attribute. After that, the next automation rule triggered: the user got an access to the \u201cCRM using\u201d program.<br \/>\nThus, you can automate not only the assigning of tasks according to the schedule, but also displaying notices for the unit or city and arranging the access to special chat channels.<br \/>\n<em>Automation examples: <\/em><\/p>\n<ul>\n<li><a href=\"https:\/\/blog.collaborator.biz\/?p=1713&amp;utm_source=blog&amp;utm_medium=digest&amp;utm_campaign=v1_37&amp;lang=en\"><em>1.32.0 \u2014 Training program \u2014 scheduling of access<\/em><\/a><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"3_Additional_user_filter_%E2%80%93_%C2%ABAssignment%C2%BB_column\"><\/span>3. Additional user filter &#8211; \u00abAssignment\u00bb column<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>With the appearance of the \u00abPersonal development plan\u00bb function, the portal administrators faced the question of how to identify those users who are assigned to the task because it is included in their individual plan? And how to distinguish this assignment from the regular one?<br \/>\nWe added a new \u00abAssignment\u00bb column to the \u00abManage user assigning for the task\u00bb page. Simply filter the users by type of assignment &#8211; \u00abManual\u00bb or \u00abPDP\u00bb (Personal development plan).<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2332\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/3.png\" alt=\"\" width=\"352\" height=\"367\" \/><br \/>\nhttps:\/\/youtu.be\/OJOV2szfFAU<br \/>\n<em>We described the PDP is the previous digest:<\/em><\/p>\n<ul>\n<li><a href=\"https:\/\/blog.collaborator.biz\/?p=2009&amp;utm_source=blog&amp;utm_medium=digest&amp;utm_campaign=v1_37\"><em>Collaborator 1.35.0 \u2014 Personal development plans for employees<\/em><\/a><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"4_Replacement_of_iceberg_by_funnel_in_success_review_infographics\"><\/span>4. Replacement of iceberg by funnel in success review infographics<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Recently we conducted a survey in Collaborator <a href=\"https:\/\/www.facebook.com\/lmscollaborator\/?utm_source=blog&amp;utm_medium=digest&amp;utm_campaign=v1_37\">Facebook group<\/a> &#8211; is it worth changing the existing iceberg shape by the funnel one? Most of the group members voted for the funnel and we implemented it!<br \/>\nHere&#8217;s how the report is graphically displayed now:<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2333\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/4-1.png\" alt=\"\" width=\"688\" height=\"562\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"5_Gallery_resource_in_email_notifications\"><\/span>5. Gallery resource in email notifications<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Did you know that you can add the image gallery of images to the notice? In 1.37.0 version you can add the gallery to the mailing and it will be displayed in the email. The user will read the text and will be able to go to the notice by the link included in the message.<\/p>\n<div id=\"attachment_2334\" style=\"width: 1604px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2334\" class=\"wp-image-2334 size-full\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/5-1.png\" alt=\"\" width=\"1594\" height=\"638\" \/><p id=\"caption-attachment-2334\" class=\"wp-caption-text\">Gallery resource<\/p><\/div>\n<div id=\"attachment_2335\" style=\"width: 597px\" class=\"wp-caption aligncenter\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2335\" class=\"size-full wp-image-2335\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/6-1.png\" alt=\"\" width=\"587\" height=\"202\" \/><p id=\"caption-attachment-2335\" class=\"wp-caption-text\">Description of the Gallery resource in the received email<\/p><\/div>\n<p><em>See details in the video: <\/em><\/p>\n<p><a href=\"https:\/\/youtu.be\/uQncONzQho8\">https:\/\/youtu.be\/uQncONzQho8<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"_6_Additional_Settings_for_Birthdays\"><\/span>\u00a06. Additional Settings for Birthdays<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Large companies with branches in different cities usually have a complex organizational structure. When it comes to mailing, the email groups need to be set up manually and it may take a lot of time.<br \/>\nNow administrators can add mailing settings for each folder separately without the organizational structure. Reminders can now be sent by one of three scenarios:<\/p>\n<ul>\n<li>Only by the organizational structure<\/li>\n<li>By the organizational structure + additional configuration<\/li>\n<li>Only by the additional configuration<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-2336\" src=\"https:\/\/collaborator.biz\/wp-content\/uploads\/2018\/03\/7-1.png\" alt=\"\" width=\"987\" height=\"566\" \/><\/p>\n<ul>\n<li><em>If you missed the last digest, you can read it by clicking on the link &#8211; <a href=\"https:\/\/blog.collaborator.biz\/?p=2092&amp;utm_source=blog&amp;utm_medium=digest&amp;utm_campaign=v1_36\">Collaborator 1.36.0 &#8211; Badges, covers for resources, new level in category tree and other updates<\/a><\/em><\/li>\n<\/ul>\n<hr \/>\n<h3 class=\"widget-title\" style=\"text-align: center;\"><span class=\"ez-toc-section\" id=\"More_about_Collaborator\"><\/span><a style=\"color: #ffffff; font-weight: bold; font-family: 'Open Sans', sans-serif;\" href=\"http:\/\/collaborator.biz\/ru\" target=\"blank\" rel=\"noopener\"><button style=\"width: 100%; border-radius: 6px;\">More about Collaborator<\/button><\/a><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><i><em>Do you have any suggestions or a bright idea, which can make Collaborator even better? Then write to our Facebook page: <\/em><a href=\"https:\/\/www.facebook.com\/lmscollaborator\/\"><em>https:\/\/www.facebook.com\/lmscollaborator\/<\/em><\/a><em>. And, perhaps, your idea will be realized in the next release<\/em>. <\/i><br \/>\n<i><em>Best regards,<br \/>\nCollaborator team<\/em>.<\/i><\/p>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":7200,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[],"class_list":["post-2243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-noticias"],"_links":{"self":[{"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/posts\/2243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/comments?post=2243"}],"version-history":[{"count":0,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/posts\/2243\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/media\/7200"}],"wp:attachment":[{"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/media?parent=2243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/categories?post=2243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/collaborator.biz\/es\/wp-json\/wp\/v2\/tags?post=2243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}