# Task Portal — User Guide --- ## Login 1. Open the Task Portal in your browser: **https://tasks.zeeborn.cloud** 2. Enter your **company name** and **password**. 3. Click **Login**. !!!info Note Please ensure correct spelling and capitalization of your company name and password. For persistent issues, contact your ZeeBORN representative. !!! --- ## Task Overview After logging in, you will see an overview of all your tasks. ### Using Filters Use the filter bar to narrow the display by **Module**, **Status**, **Priority**, and **Reporter**. Select the desired criteria and click **Load**. ### Search Use the **Search** field in the filter bar to find tasks by keyword. The search covers: - Task **title** - Task **description** - **Comments** - **Status comments** (e.g. remarks from "Customer Action Required") Enter your search term and click **Load**. The search can be combined with all other filters. ### Column Reference Column | Description --- | --- :icon-question: (red) | Indicates a question from ZeeBORN that requires your response **ID** | Unique task number **Title** | Task title — click to open details **Reporter** | Who reported the task **Module** | Associated module **Status** | Current processing status **Priority** | Priority level (Extremely Important, High, Normal, Low) **Created** | Creation date :icon-paperclip: | Number of file attachments :icon-comment: | Number of comments --- ## Task Details Click on a task **title** to open its details. Here you will find: - **Task Information**: Title, module, status, priority, responsible person, creation date, description - **Attachments**: All files attached to this task — both direct task attachments and files added via comments. Click any file to download it. - **Status History**: Chronological list of all status changes - **Comments**: Communication history for this task (including per-comment file attachments) ### "Customer Action Required" Alert !!!danger Customer Action Required When ZeeBORN has a question for you, a prominent **red alert box** will appear directly below the task information. Please respond to these **promptly** by adding a comment. !!! ### Adding a Comment 1. Scroll down to the comments section 2. Enter your **name** in the "Kommentator" field 3. Write your **comment** 4. Optional: Attach up to **3 files** (max. 10 MB each) 5. Click **Submit** !!!info Allowed file types PDF, Word, Excel, PowerPoint, images (JPG, PNG, GIF, BMP), text files (TXT, CSV) !!! --- ## Creating a New Task 1. Click **New Task** in the task overview 2. Fill in the required fields: - **Title**: Brief description of the issue - **Module**: Select the relevant module - **Priority**: Priority level - **Description**: Detailed description 3. Optional: Attach files 4. Click **Submit** --- ## Charts Click the blue **Charts** button in the filter bar to open the visual dashboard. ### Status Distribution The Charts page shows **doughnut charts** that visualize the status distribution of your tasks: - **All Tasks** — An overall chart showing the status distribution across all your tasks. - **Per Module** — One chart per module, so you can see the breakdown for each area separately. ### Status Colors Status | Meaning --- | --- **New** | Task has been created, not yet being processed **In Processing** | Task is actively being worked on **Customer Action Required** | The support team needs your input **Question Answered** | You have replied, waiting for the team to continue **Testing** | A fix or change is being tested **Done** | Task has been completed ### Drill-Down Click on any chart to see the **detailed task list** for that status group (optionally filtered by module). Tasks are grouped by status, so you can quickly review which tasks are in which state. Click on a task title to open its detail view. --- ## Mobile App (Install on Phone) The Task Portal can be installed as an app on your phone for quick access. ### Android (Chrome) 1. Open the portal in **Chrome** 2. When the install banner appears at the top, tap **Install** 3. If no banner appears: tap the **three-dot menu** (top right) and select **Add to Home Screen** ### iPhone / iPad (Safari) 1. Open the portal in **Safari** 2. Tap the **Share** button (square with an arrow pointing up) 3. Select **Add to Home Screen** 4. Tap **Add** !!!info Note The app works best over HTTPS. Once installed, it opens in full-screen mode without the browser address bar. !!! --- ## Email Notifications The portal automatically sends an email notification to the ZeeBORN support team when: - You **create a new task** - You **add a comment** to an existing task This ensures that no request goes unnoticed — you do not need to send a separate email. --- ## Important Notes !!!warning Check regularly Visit the portal regularly to see if there are any pending questions (red **?** in the task list). These require your response. !!! !!!tip Best practices - **Log out** by clicking **Logout** in the top right corner when you are done. - **File size**: Files must not exceed 10 MB. - **Browser**: Use a current browser (Chrome, Edge, Firefox). - **Mobile**: Install the app on your phone for easy access (see section above). !!! *[PO]: Purchase Order *[AZA]: local folder *[(PO]: Purchase Order *[RQ]: Requisition *[(RQ]: Requisition *[RfQ]: Request for Quotation *[(RfQ]: Request for Quotation *[SO]: Service Order *[(SO]: Service Order *[SQ]: Service Requisition *[(SQ]: Service Requisition *[SRfQ]: Service Request for Quotation *[OoB]: Open on Board *[(OoB]: Open on Board *[ART]: Average Running Time (operation hours per day) *[MC]: Master Contract *[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software) *[.replic]: file extension for replication files (aka data transfer files)