UCM Plugin: Advanced Todo



UCM Advanced Todo Plugin Features

The Advanced Todo is an easy handy plugin, for the popular Ultimate Client Manager, which can make your daily todo’s set up easy. Forget the little tags and booklets, wherein write the significant todos with your partners!
With the help of Advanced Todo plugin you can see clear easy and fast your next todo. With drag&drop mode you can set easy the priority order, the inline edit mode give an option for change the wanted todo without loading a new page. It’s very easy: just double click on a todo to edit it and hit enter to save the changes. For shift a todo in finished status enough to click on the green tick icon on the line of todos. (Undo: click on the grey tick).
From the v1.0.7 version you can differentiate the todos with colours too. For more information please read the Features point.
The Ultimate Client Manager can be found here.
If you installed the UCM in a subdir (/admin, /ucm, etc.) please upgrade to the latest version. The script will check and put the correct base directory to the js file. If you have to rename your base dir, please replace the js file with the original one from the downloaded zip. That’s all.
The jquery conflict with the Metis theme is solved. Please upgrade to the latest version with the built in automatically upgrade function of the plugin.
In case of emergency (you can see blank page only) simply delete the Advanced Todo plugin folder and contact with me. I’ll try to help ASAP.
v1.1.2     06/27/2014     BUGFIX: undefined index on line 65 v1.1.1     06/11/2014     Code optimization for better performance v1.1.0     06/01/2014     BUGFIX: jQuery fix (Dashboard alert, add new todo coloring, etc.) Small update function changes v1.0.9     03/25/2014     fixes by dtbaker | THX! demo mode included v1.0.8     03/24/2014     BUGFIX: The jquery conflict with the Calendar in Metis theme is solved v1.0.7     03/23/2014     Todos colouring Read documentation / Help buttons Automatically upgrade function v1.0.6     03/11/2014     BUGFIX: fix the url in js/webnpro_advanced_todo.js v1.0.5     03/03/2014     Show info line on todos page and hide it on dashboard Add todo owner to the info line if user has All todo permission v1.0.4     03/02/2014     Done / Undone function WhiteLabel bug fix is deleted, no more necessity, due to repair of theme code. Thanks, dtbaker! v1.0.3     02/23/2014     Todos menu | Filtering by users Todos handling by user authorities (view, create, edit, delete) Dashboard alert message if the plugin installation isn’t complete v1.0.2     02/20/2014     Todos menu | Own todos only v1.0.1     02/19/2014     Mobile view | Todo sort, edit and delete disabled in mobile view v1.0 02/13/2014 First release | Dashboard todos | WhiteLabel bug fix
   

Upgrade Instructions

  • From the v1.0.7 version the plugin has an automatically upgrade function too, what you can find at the Settings/ Advanced Todo menu point. With its help you can foremost test the new functions and faster reach the contingent repairs too. For more information please read the Automatically upgrade function feature documentation.
  • The Advanced Todo of course can upgrade by the traditional download-upload-manual upgrade way too, for this just follow the Installation Instructions.
  • Installation Instructions

  • Download and install the Ultimate Client Manager on your website
  • When UCM is working, come back and purchase this plugin
  • Unzip the downloaded files, and upload the plugin_webnpro_advanced_todo folder into your websites includes folder
  • To finishing the installation choose the Settings > Upgrade menu point, and click on the Manual Upgrade button. If you see All Good title on the end of webNpro Advenced Todo plugin’s line the plugin installation is successful.
  • Step on the Dashboard
  • If everything went well, the Todos menu point is appear, or rather the Todos widget (WhiteLabel theme only)
  • You can find the general setting at Settings > Advanced Todo menu point
  • That’s all, have fun!
  • Features

  • drag&drop sort
  • inline todo editor
  • todos colouring
  • dashboard widget for the own todos (WhiteLabel theme only)
  • todos filtering by users
  • own or other users todos handling by users authorities (view, create, edit, delete)
  • automatically upgrade function
  • inbuilt documentation / help
  • Drag&drop mode

  • With drag&drop mode you can set easy the priority order. For using bring the cursor on Todo click and keep the left button. Pull the todo at the wanted position and leave it.
  • Inline todo editor

  • The inline edit mode give an option for change the wanted todo without loading a new page. It’s very easy: just double click on a todo to edit it and hit enter to save the changes. If you change your mind just click on Cancel button on the end of line.
  • Todos colouring

  • From the v1.0.7 version you can differentiate the todos with colours too. You can change the colour with click on the coloured quad at the left side of todo’s line. In the appeared popup window choose the colour than click on OK button If you change your mind just click somewhere out of the window and the todo’s colour going to switch back to the original colour.
  • Dashboard widget for the own todos

  • The Dashboard widget gives you a fast review about your own todos. In the widget much less information appears about a todo but basic edit functions (drag&drop, inline editing, coloring) still works here. Due to technical matters temporarily works only at the WhiteLabel theme, the other themes do not support the widgets yet.
  • Todos filtering by users

  • You can narrow the todo list by owner with the filter.
  • Own or other users todos handling by users authorities (view, create, edit, delete)

  • If you possess the suitable authority you can see or edit the others’ todos too same as your own. The todo’s owner change is not possible yet.
  • If you’d like to create a new todo for an other user, choose him/her through the filter and click on the search button. The new todo’s owner going to be that user, whom todo list you see.
  • Automatically upgrade function

  • From the v1.0.7 version the plugin has an automatically upgrade function too, what you can find at the Settings/ Advanced Todo menu point. With its help you can foremost test the new functions and faster reach the contingent repairs too.
  • This function check and do only the Advance Todo plugin’s upgrades, the UCM’s and the other plugin’s upgrade not!
  • For the new upgrade’s checking please click the Check for upgrades button. If new upgrade is available the plugin going to download that automatically. Before the upgrade you can read the Changelog, or the new version’s documentation.
  • For installing click the Install update button. The plugin does the necessary changes for upgrade and informs you about the achievement. It’s not necessary to run the “Manual Upgrade”!
  • In that case if you got a failure message, please contact me for help.
  • Inbuilt documentation / help

  • In the interest of easier usage the Advanced Todo plugin’s got an inbuilt help too, which you can find at Todo’s page Help button, or you can reach with the click on the Settings/Advanced Todo page Read documentation button. We are enriching the documentation continually.
  • Planed features

  • icons assign on several todos
  • longer description affixing with todos
  • time-limit assign on todos
  • alarms/reminds set up on todos (popup, email, dashboard)
  • daily todos sending in email in every morning
  • the full value mobile view
  • Google Todo synchronization
  • Any.do synchronization
  • todos printing
  • todos assign to customer, contact, job, or invoice
  • advanced filter
  • built in the system’s inner searcher
  • bulk delete
  • integration in the UCM upgrade function
  • and much more useful trifles…
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    Note: This is a plugin for the Ultimate Client Manager. Please ensure the latest version of Ultimate Client Manager (Lite or Pro) has been purchased and installed before using this plugin.
    Please, refrain from downloading codes from unreliable sources, because by doing this you ignore the hard work of the developers!
    I live and work in Hungary, so you can communicate with me in Hungarian or English, but my knowledge of the latter is far from perfect.
    Please, visit my website at http://webnpro.com, follow me on Twitter (@webnprocom) or Facebook (http://facebook.com/webnpro)!

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    Support

    You can email me if you need help regarding any of my products (support@webnpro.com) or via the „Support” page on the product’s profile page. I’d be glad to help you if you have any questions in relation to my items. No guarantees, but I’ll do my best to assist.
    I am looking forward to count you among my customers soon!
    Kind regards
    Zoltan Korosi (webNpro)