ActiveCollab

Tab {.tabset}

Accessing ActiveCollab

http://ac5.cornettims.com/ Each user has their own login credentials. If you don’t have a login or need your password reset let Peter Cook know.

When Creating a Project

• Please follow this naming convention:
  • CLIENT-XXXX-XX Description
    • XXXX-XX is advantage job number followed by the component number
    • Example: BI-6470-1 Brokers Consumer (B2C) Post-Launch Work
    • You must include job number because that is how they get billed to us
  • Adding People to a Project
    • Include the appropriate members from the Brand Management Department
    • Include multiple people from WWC:
      • Jeff + Wendell + anyone else who you suspect might work on the project (such as Miles) ### When Adding Tasks
• Put tasks within a relevant task list. You might want to create a task list for “overview”, “development” and “QC” for example to keep things straight
• Each task needs to be assigned to someone
• Each task needs multiple Cornett employees added as subscribers
  • That way if someone is out there are others that are aware of the task
• Create subtasks for each discrete action, line item or deliverable. You can describe in detail within the description, but the subtasks will be clear action items.
  • For example:
    • Update header image
    • Center headline vertically
    • Etc…
  • We’ve asked Wendell’s team to check off subtasks when they are complete and also post in the thread.
    • Unfortunately, completed subtasks will not generate an email to you, but it is available under the “Activity” section of the Project in ActiveCollab.
• Do not close a task until all the work inside is confirmed and complete
  • If you do notice something that needs to be done within a closed task, reopen so it shows within the task lists
  • Be sure to comment that everything looks good before you close it out ### Due Dates
• Each task needs a due date
• I always like to give WWC at least 2 days to complete a subtask. They likely already have a full plate today, and a number of things lined up tomorrow. But it is better to plan out tasks well in advance so they and us can plan out our workloads.
• If something is logged as high priority or a task WWC needs to do immediately, please be prompt with replies to any of their questions or comments.
  • WWC has similar business hours to us – logging a task at 5pm and asking for it to be done before 9am is not realistic in most instances
  • If there is a true emergency you can call their after hours support line ‭(859) 625-1100‬ but after hours work will result in an extra change from WWC above and beyond their normal hourly rate. ### Video Tutorial https://vimeo.com/299740663/36aaa263c2