Tuesday, May 1, 2018

Sometimes a Task is just a Task

The good folks at North Florida Land Trust reminded me this week that the simplest answer is often the right one. At least it was when it came to task lists.

The Project system in LANDSCAPE is powerful and is really good at tracking complex sets of tasks across multiple activities, but sometimes it can be a lot more than you want or need. Sometimes you just want to create a new task but have it related to the activity you are working on - whether that's a Property Acquisition, Stewardship, or even a particular Management Action.

The My Tasks window has let you create new tasks for a long time now, but it would only let you relate those tasks to an existing Project or leave them completely unrelated to anything. Further, if the task wasn't assigned to you, it wasn't possible to see it in My Tasks, so you'd have to do a special query to find it again.

To make one-off tasks more useful I'm happy to announce a few new enhancements to the My Tasks window, which is now just labelled "Tasks."

First, the tasks created in the Tasks window can now be related to nothing, the current activity, or an active project.

Second, there are new filters in the Tasks window. They let you see only tasks assigned to you, only tasks related to the current activity, and all tasks that are incomplete. Various combinations of these filters will then allow you to see everyone's tasks related to a particular activity whether or not the tasks come from a Project or are just one-off tasks created in the Tasks window.

For more details on using the Tasks window, check out this article in the Knowledge Base.

Monday, March 26, 2018

Stewardship Reporting Obligations

If you find yourself needing to regularly report to 3rd-parties about the stewardship-related activities you perform on your properties, you can now use the new Reporting Obligations feature in LANDSCAPE. You'll find it on the Details page of a Stewardship Activity.

The following Knowledge Base article explains it: Reporting Obligations

Friday, June 9, 2017

New Project Features

There are a whole lot of new features related to Projects just released in LANDSCAPE. To name a few:
  • Project Components each have their own workflows.
  • Projects can be created directly from the results of a View.
  • Task status can be compared between component workflows within a Project.
  • The 'My Tasks' window is searchable.
I've put together a new video demonstrating some of these features in the context of managing your annual monitoring program. Take a look and let me know what you think:

Sunday, February 5, 2017

Convert Geography to Issues

I've been meaning to implement this new feature for a while. A customer's request finally made me put it on the top of the pile.

It had always annoyed me that if I uploaded a point with some photos onto a Monitoring Visit map that represented an issue I had to follow up on, I had to also create a new issue separately and upload the same stuff.

Now, you can save some time and convert any geography from a visit or management activity into an Issue right from the edit page of the geography. Simply click the Convert to Issue link in the edit window.

Your issue will use the Name and Description of the geography and its Identified On date will be the Visited On or Occurred On date of the visit or management activity.

It's really easy, but here's a knowledge base article on how to do it.

Thursday, September 15, 2016

Impervious Surface

I was doing a demo for a land trust out east the other day, and she asked me how to track changes to the the impervious surfaces on a property over time. I had to think for a second and then realized there really wasn't anywhere in LANDSCAPE to do that.

It struck me as very odd that I hadn't thought of it before. I come from a land trust with a conservation portfolio that is about 50% farmland easements. Tracking impervious surface changes is something we have to do a lot. And, like this land trust I was doing the demo for, we track it with a bunch of spreadsheets or Word documents sitting on the server.

No more!

Last night I put an end to that. There is now a dedicated place to track impervious surface changes in LANDSCAPE.

Take a look at the Monitoring page on the left side of the window in any Stewardship. At the bottom of that page you'll see the new place for impervious surface:

Click on the Total number and it will open an edit box for you to set the total amount of allowable impervious surface. Then, click the plus button on the left to add new impervious surfaces to the list. 

Now, why didn't I think of that?

Friday, April 8, 2016

New Workflows

Simple task lists have now been replaced by workflows in Acquisitions, Dispositions, Monitoring Visits, and Management Activities.

Workflows allow you to organize your task lists into logical groups and set triggers when all the tasks in the group are complete. For example, in Acquisitions, a completed task group could trigger a change in the Stage of the Acquisition. Likewise, a completed task group in a Monitoring Visit can change its Status automatically.

Another nice feature is the ability to add default Assignees to tasks in saved workflows.

Take a look at this fairly thorough knowledge base article for details: Managing Acquisition Workflows and Task Groups

Wednesday, February 3, 2016

New Project Layout

You'll notice that the activities within projects are displayed differently now. Gone is the constellation of boxes connected by lines. Users told us this layout got too messy in complicated projects and the random placement of the boxes made it hard to navigate between projects and their activities.

So, there's a new layout in town. All your activities are organized in groups by Acquisitions of a particular Property Interest. We think this layout is more useful because it keeps all the activities related to a specific Acquisition together and there is more information displayed about the status of each of the activities.

If you want to read more about the new layout, take a look at this knowledge base article here.