Element Types, Status Indicator & RAG Rating

Our latest feature release includes the introduction of different element types based on whether your elements are for information only or they are to be completed.

We have also introduced status indicators on your elements when viewing the grid to show the status of the tasks within the element.

Finally, to help you manage your elements, we have also added the ability to apply a RAG rating to them.

Element Types

There are now three types of element within Method Grid:

Completable (with sub-tasks)

These are elements that have tasks within them. These elements can be completed based on the completion of the tasks within them i.e. once 100% of the tasks within the element have been completed, the element is automatically marked as complete.

Completable (no sub-tasks)

These are elements that do not have tasks within them, but can now be completed using the new element complete feature. To complete these elements you simply check the tick box. This enables actionable elements without the need for any containing tasks. Actionable elements without tasks can only be completed by the user that is assigned to them. If no user is assigned, then anyone with view access to the grid can complete them. Users with edit and manage access to the grid can complete any element, irrespective of whether it is assigned to them or another user.

Note: This element type is the default when creating new elements. You can then add tasks if needed or you can use the information-only toggle to set the element as information-only, see below.

Information only

These are elements that have no tasks within them and that you do not want to be actionable i.e. they do not need to be completed. These elements will not have the new element complete checkbox feature.

To set an element as information only:

1. Open the element
2. Click the information button (i icon) top right
3. In the element settings section you can now toggle information-only yes or no

Element Status Indicators

You can now see the key status of the tasks within your elements when viewing your grids.

Not started

If no tasks have been completed within an element, the task progress bar will indicate 0% completion.

In progress

When at least one task has been completed within an element, the task progress bar will indicate the percentage completed.

On hold

If at least one task within an element has been given a status of on hold, the task progress bar will include an exclamation mark icon to indicate the on hold status.

Complete

When an element is complete, either by 100% task completion or by marking the element as complete using the new element complete feature, the element completion checkbox will display a tick.

Note: Your existing element completion label rules will also fire when the element is complete, changing the element’s label colour as configured in your rule.

Element RAG Rating

Team members with view access to your grid can also now apply a RAG rating to any element that is either unassigned or assigned to them. Members with edit or manage access can assign a RAG rating to any element. Elements can have a RAG rating of:

• Red
• Amber
• Green
• None (this is the default and all new elements have no RAG rating set)

Element status indicators and RAG ratings will also shortly be available within your elements dashboard. If you have any feedback on this feature, or any feedback on Method Grid in general, please get in touch on our community or by emailing [email protected].