Managing the Site Building Process

From Documentation
Jump to: navigation, search

Managing the Site Building Process

To help organize and complete tasks in your website project, NetObjects Fusion includes an optional Task Checklist panel. The Tasks Checklist panel allows you to organize and maintain all the tasks related to building, editing, and publishing your website. In the Tasks Checklist panel, you can create simple, yet very well defined tasks, to help maintain order and structure in your website building process. You can assign commands to the tasks and they will behave as internal, or external links. As you complete each task, check off the task as being completed and then move on to the next item on the list.

Using the Tasks Checklist Panel

It is possible to create, edit, rearrange, or delete tasks and task checklists using the Tasks Checklist panel.

  1. Select the Toolbar Options button, and select Add or Remove Buttons > Tasks Manager.

The toolbar menu will appear. It contains all buttons that are initially visible.

  1. Deselect the buttons you don t want to be visible on the toolbar.
  2. Click the drop-down list to see the task categories.

The Tasks Checklist panel supports three types of checklists:

  • Current site. By default, this checklist contains common tasks related to building, publishing, and advertising your site. The list can also be modified to display the tasks that you use most often when building sites.
  • Currently selected object. This checklist displays the tasks assigned to the selected object. When in the Page View, each object on the page can be assigned its own checklist.
  • Custom checklists. A custom checklist is the list created by you that contains the tasks you consider necessary to the process of building your site. To create your own custom checklist, click the Add Category.. button on the toolbar. The new checklist will appear in the drop-down list. See Creating Custom Tasks Checklists.

The Tasks Checklist panel can be docked, auto-hidden, resized or grouped with other panels. See Working with Panels.

Using the Current Site Checklist

The Current Site checklist is displayed when you open a site in NetObjects Fusion . The tasks within this checklist are provided as a guideline to help complete your site project using a predefined process in an organized way. Select the checkbox next to the task to indicate the task has been completed. To create your own checklist using customized tasks that you create, See Creating Custom Tasks Checklists.

To add a new task:

  1. Click the Add task button or double-click an empty row in the Checklist panel. The Edit Task dialog appears.
  2. Add the task name on the Task field.
  3. Select if the Task should contain a standard link or a link to a command. See Creating a Command Link for a Task and Creating a Standard Link for a Task.
  4. Write a detailed note in the description area.
  5. Select:
    • OK to save your changes.
    • Cancel and no changes will be saved.

When you add a new task in the checklist you have the following options:

  • To insert the task below the currently selected row
  • To insert the new task on the last row, if no row is selected.

Creating a Standard Link for a Task

To link the task to a dialog, click the Link... button.

The standard Link dialog appears. See Creating Links and Anchors.

Creating a Command Link for a Task

If the user links a task to a command, that command will get executed any time the user double-clicks the task. NetObjects Fusion offers a set of predefined commands. Some examples would be browsing a URL with external documentation or simulating the execution of clicks on a menu item or a button from a toolbar.

To link the task to a command:

  1. Click the Link to Command button.

The Link to Command dialog appears.

  1. Select a category to display the list of commands available.
  2. Select a command from the "Commands" list.
  3. Click OK to save the link to the command.

To modify the tasks order, highlight the task and select the Move Up or Move Down buttons. Tasks can also be re-ordered via the drag-and-drop method.

To remove a task from the checklist:

  1. Select the task.
  2. Click on the Delete button.

To edit a task:

  1. Click the Edit Task button from the toolbar.
  2. The Edit task dialog appears.
  3. Edit the task name on the Task field.
  4. Select:
    • OK to save your changes.
    • Cancel and no changes will be saved.

The Description text area is optional. In this area, you may write a detailed note about the new task.

To see only the uncompleted tasks, select the Hide completed tasks button.

Creating Custom Tasks Checklists

A custom checklist may contain all the tasks that you consider necessary in creating your site. A custom task checklist can be used as a guide for insuring the completion of all tasks. You can create custom checklists by clicking the Add category.. button on the Tasks Checklist toolbar.

To create a new task category:

  1. Select Manage Tasks Checklist from the drop-down menu.
  2. Click the Add category button. The Task Category dialog appears.
  3. In the Category field, input the name of the new tasks checklist.
  4. Click OK to add the new tasks checklist. The new checklist will appear in the Change category drop-down list.
  5. Select the name of the new category from the Change category drop-down list. The data-grid will be empty until you have added at least one task.
  6. To create a new task, click the Add task button. The Edit task dialog appears.
  7. Add the task name in the Task field. The Description text area is optional.
  8. Create a standard link for the task or link to a command.
  9. On the Edit task dialog, select:
    • OK to save your changes.
    • Cancel and no changes will be saved.

Follow these steps for all the tasks you want to insert in the new checklist.

To order the tasks using the Move up, or Move down buttons:

  1. Select the task you want to move.
  2. Click the Move Up or Move Down button to place the task where you want.

You can also use the drag-and-drop method to sort tasks in the order you would like.

Assigning Checklists to Page Objects

When you place an object on the page, you can add tasks or associate tasks to that object.

For example, you add an object on the page and you want to customize it at a later time by modifying the object properties settings. To make sure you do not forget to complete this task you can create a task checklist that is associated with this object.

To add a task to an object on the page:

  1. Right-click on that object.
  2. Select the Add Task option. The Edit Task dialog appears.
  3. Complete the Edit Task dialog.

The tasks will be added to the currently selected checklist.

You can add as many tasks as you please to an object.

To see only the tasks related to an object, follow these steps:

  1. Select the object that contains the task.
  2. In the Tasks Checklist panel, select Currently Selected Object from the Change category drop-down list.

The tasks associated with the selected object will be displayed. If you select one or more objects in NetObjects Fusion, its associated tasks will be displayed in the task grid. If the selected objects are deleted, then their associated tasks are also deleted from the data grid. If an object containing a task is removed or added using the Undo/Redo method their associated tasks will also be removed or added from the checklist. The Currently Selected Object checklist has the same attributes as the other checklists. You can add, edit, remove, or rearrange tasks in this checklist.