Task Additions

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160h 15m
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0h 0m
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60
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Time by team member
Team memberEntriesHours
Caleb Harvey60160h 15m
Recent time entries
Last 30
DateDescriptionWhoDurationStatus
12 Sept 2025Create the front end ability to add to the filter selection, update the name, save over top of a filter and remove a filter. Create list view to show all filters against logged in user.Caleb Harvey8h 0minvoiced
11 Sept 2025Create back end tables to contain the saved filter views of each staff member individually and apply this to the filter formula in the web viewer on the task list screenCaleb Harvey5h 45minvoiced
10 Sept 2025Refresh Task List - Add button to the top of new task list screen to refresh the page - When the button is clicked, at to the javascript a parameter to run a FileMaker script - The FileMaker script runs a step to reload the page - SuccessCaleb Harvey2h 15minvoiced
28 Aug 2025- Add in formula from GEO screen to assign multiple selected tasks to a user - Create a new layout for the contact list - Show this list when assigning tasks to new userCaleb Harvey2h 30minvoiced
8 Aug 2025New Task Table Conditional Formatting - Ensuring all colorisation for different task types comes through to the new table as per the old task list screenCaleb Harvey3h 15minvoiced
7 Aug 2025New Task Screen Buttons - Bring through existing button functionality to new list - Mass Complete, Geo, Note, etc - Add the functions required to substitute in to the JS code when loading the grid - Test all buttons to ensure successful operation - SuccessCaleb Harvey3h 30minvoiced
6 Aug 2025New Task Screen - Add all required columns to task list and process the data to pull it through - Add in the functionality for the cached data to update when closing the task window so you can see the changes taking place live in the listCaleb Harvey2h 30minvoiced
30 July 2025Filtering and Security - Adding the pending, 3 month, state and active filters into the aggrid default filter list with the new task list method - Optimising the save function to be able to search and save on any parameter, then return to the default filter - Scripting the selection bar to open the card window and update the list if record is modified in open cardCaleb Harvey4h 0minvoiced
29 July 2025Add mass complete to Geo screen - Copy script from existing task page to pull through from Geo screen - In the html file for Geo, add the relevant scripting to list the ID's of all selected tasks on the screen - Loop through the ID's and complete them ensuring they aren't a type requiring a value figure - Completion step working correctlyCaleb Harvey3h 0minvoiced
28 July 2025Task Table Optimisation - Adding logic to the table fields and scripts to optimise the speed it takes to access record data, delete tasks, complete tasks, update tasks etcCaleb Harvey4h 0minvoiced
16 June 2025New task generation method - add ability to load tasks after the button has been pressed to generate on new tenements - load on server and display load on the task list - user no longer locked up and can action as necessary - change dates to update in background if other tasks already existing similar to current method - hide geenerate tasks on interim clients - interim display at top of tenement for interim marked clientsCaleb Harvey8h 15minvoiced
11 June 2025Remove orange colour from cautioned contacts on the task screen. Allow other coloured messages to show instead and display the caution as a small caution symbol beside the task description.Caleb Harvey5h 45minvoiced
1 May 2025Reporting Register Employee Assign - Create a button on the reporting register page to get all selected tasks and navigate to them in the back end - Prompt user to select a user to assign them to - Assign all found tasks to the selected user - SuccessCaleb Harvey3h 0minvoiced
12 Feb 2025Finalising new task creation method - Applying data into new fields on test config - Running test config on test tenement against its matching real config - All tasks appearing correctly and duplicating correctly even through leap yearsCaleb Harvey5h 0minvoiced
6 Feb 2025Finalising New Formula Method - Bringing through the new formula method onto the task configuration new screen where it auto creates the formula with simple to navigate dropdown boxesCaleb Harvey5h 0minvoiced
3 Feb 2025New Date Formula - Add new fields to the folder template t house the year, month and day the selected reference date changes by - Create a new field to show the formula created by these new fields - Script the modified month and year from the reference date and once at a correct dated year, add the days separately - Loop this through a test tenement and load the tasks with successCaleb Harvey5h 0minvoiced
9 Jan 2025Archiving Task Prompt - Going through script to find the step where the task is archived - Set a prompt question through to ask the user if sure - If yes archive the task - Scan through system to ensure no other areas will archive the task - SuccessCaleb Harvey0h 30minvoiced
17 Dec 2024674 - Automatic Comments - Create a new section in the tenement configuration to be able to add a comment to the template tasks to be added in as default - Write a comment on the required default comments from the sharepoint request - Create a new script step in the task creation script to find any configs with the default comment in the config and create a new intel record - Save that records ID and build a relationship to the current task - Set the description of the intel with the default comment from the config - Test with successCaleb Harvey2h 30minvoiced
16 Dec 2024New Group Task Functionality - On contact config, add a new tab group to show portals with admin tasks and agreement tasks - Add action admin to folder group table - Create new relationships to show admin and agreement client tasks instead of the current filtered portal - Create a new field on group to house the created by ID - Rewrite the completion script to find this ID and if all tasks in group are complete, generate the child group and its set of tasks - Save the contact user ID from the completed tasks and use that as the contact ID in the child groups tasks for the assigned user - Ensure the current unique list of states in the group is recorded and the new groups tasks only generate to those states instead of adding extra - Send through tutorial to admin team for apporval - SuccessCaleb Harvey5h 30minvoiced
6 Nov 2024Develop Custom Formula Archive Field in Config - Create a field that can be worked into the config as a plain text field - Use this field to add any formula into in the front end that can be used to archive the task - Use this to add the case for the requested task for FMG EOT and ER to only appear if the application date is before 10/02/2006 - Create a second field to store the results of this calculation by evaluating the field - If the formula is equal to 1, the task will stay, if it is equal to 0 the task archives as not required - Add this into the active field calculation and test - SuccessCaleb Harvey3h 0minvoiced
18 Oct 2024Add not Required toggle to WA - Not Required was hidden from all states apart form FMG - Added WA into the hide calculation - Added WA into the not required script to allow them to mark the email not required and not generate any children tasksCaleb Harvey0h 45minvoiced
17 Oct 2024Unable to amend completion date - Create a button to sit over top of completion date field - When clicked it opens the editable completion date field - Once edited the date updates - Can be now edited to correctly show for task reportsCaleb Harvey1h 0minvoiced
3 Oct 2024Geo Services When Changing User Assigned to Task - Create a new script step when pressing the assign user button - Perform the setting script steps the button was previously performing - Create a relationship off the task to the client account and a relationship of this to the associated state manager - Set the dump field to the state selected for the task and add this to the relationship for finding the correct client manager - If a new user is assigned and they are not the manager associated to the tenement/client, prompt the user if they wish to mark as geo - Mark task as geo based on user response - SuccessCaleb Harvey2h 15minvoiced
26 Sept 2024Monthly Mapping Formula - Requires formula for last Wednesday of every month - Create a new formula to get the current date and find the last day of the following month - Find the day of week of this day and deduct the correct amount of days to make it the last Wednesday of the month - Once the formula is tested and running correctly add a new functionality to the formula date next field - Create an action field to mark the template as a custom date next - Mark the monthly mapping task as custom - Add the formula date next field on to the template card and show/hide based on the new action field - Add a formula similar to above and change current date with parent date due - Test that this is running correctly when the task gets completed - SuccessCaleb Harvey3h 0minvoiced
13 Aug 2024Override bringing in new tasks - Create new override field in the back end - When tasks get marked with this field, make them break the case to fail and create a new version of itself - This will allow existing tasks to be archived and a new fresh set to be brought through in case historical records want to be kept - Make the comments on existing overwritten tasks carry across the same as changing tenement types would - Test on the test tenement with successCaleb Harvey1h 30minvoiced
12 Aug 2024Updating Creation Formula - Creating a fresh duplication of the application - Testing a new part to the date creation formula for making the initial task create within a more recent time frame rather than backdating to the granted date - Creating a while loop to loop through and keep reapplying the creation, then duplication formula to a variable - Creating a similar variable to track when the next due date would be after todays date - Stopping the loop when the next task due is larger than today and the creating the due date for todays task as the previous one - Testing the new formula on the test tenement with successCaleb Harvey4h 45minvoiced
22 July 2024Better Usability of Irregular Task Recursion - Create a new text item to show the formula set for recursion if the irregular task has been marked as recurring - Hide this field at all other times - Hide the create recursion button if the task has already been made recurring - Create a button to stop recursion which goes in and removes all the recurring data and action fields associated with a recurring task - Hide this if the task is not recurring - The buttons now show one or the other depending on recursion state - Tested thoroughly with successCaleb Harvey2h 30minvoiced
6 May 2024737 - Make miscellaneous tasks recur if specified by user - Add a new button to the top of the task card window and hide it unless the task type creation is 0 (Manual) - Test manually changing some fields in the back end that would replicate an automatic task and try completing the task - Task duplicates and adds new date for specified change in back end - Applying this knowledge, create a new script step in the folder script to prompt the user how often in months they wish for this task to recur - Have an input field in the custom dialogue for the user to enter - Create a loop that only exits if the user cancels or hits recur and a value is entered in - If a value is not entered and they hit recur it will loop through and prompt them again to add a value if how many months they wish the task to recur for - if the user succeeds this step, set the tasks duplication field to 1, frequency to month and frequency value to the number entered in the months input - Commit this and show a custom dialogue stating how often the task will now recur to show them it worked - Test complete a task to see it now recurring with the number of months specified correctlyCaleb Harvey1h 15minvoiced
6 May 2024Create "Check Application Status - Submitted - Pending Acceptance" task for Vic licences - Create a new field on the task table to house the button on the configuration in the relevant vic tenement configurations - Mark this field on the example task template set up by Anita - Copy the configuration to the relevant tenement configurations - Create a new step in the date exit script to check if the application date has a value in it - If so archive the tasks marked with archive on application date - If not base the task on the submitted date and rollover every three months - Test on a test tenement to ensure working as expected - SuccessCaleb Harvey1h 0minvoiced
6 May 2024802 - Update Task Titles - Quarterly Royalty Return (01/01 to 30/03) to change to Quarterly Royalty Return (01/01 to 31/03) for NSW configs - Create a scipt on the server to perform a find for all tasks titles Quarterly Royalty Return (01/01 to 30/03) - Run an update to pull from the folder reference title which is now Quarterly Royalty Return (01/01 to 31/03) - Check to ensure it worked correctly - SuccessCaleb Harvey0h 15minvoiced
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