Getting Ready To Work With Dingo
We are assuming you have already installed Dingo, have added
at least two menu items to your User Menu and have realized there's
not much to do in the backend. Unlike Taskhopper, the Frontend is
where you will spend most of your time, so that's where we've put
all the controls.
If you are not yet at this point, go back
to that step first.
Here we will cover the basics of getting new users ready, then adding
one client and one project.
1. User Profile
The concept of Dingo is to help foster a work environment of being together
while being separate. The user profile is where you provide some contact info
about you, your location, how to contact you...
After the first login, you will see a link asking to be clicked.
Add some info
When you are done, scroll back up a bit and hit Save
Should you need to adjust anything, look for the tiny head-looking icon
Taskers Online
When you are the first to log into Dingo, you will appear in this list. As
other members login (Authors or above) they will also appear. This tells you
who is online at that moment, not a list of everyone in the system.
Adding Client #1
To begin, we need one client. Assuming we are working with you, the Admin,
your control panel screen will have two rows of Dingo links. The top will be
visible only to those given Joomla backend rights. Start by clicking the
Clients link so we can add one of those.
Start with the New button
The Client/Owner Screen
Projects are generally "owned" by clients. So in most cases within Dingo,
we will be referencing project owners as clients. Dingo wasn't really built
for any particular industry or type. As long as you refer to those you serve
as clients, then so far, you should feel right at home.
You can enter more if you like, but one is all we need for now... The CPANEL
link will take you back to the Dingo control panel
Project #1
With at least one client, now we can create the first project. Remember there
are only three "things" that Dingo keeps track of: Clients, Projects and Items
Now we will add one project, to our one client.
Then just like with Clients, click the New button to add a new Project
Fill it out something like this, ignore at least two fields within:
When you're done, save it! (for now, you will see empty columns for Bgd and Hrs...
ignore those until later as they're optional)
Project Resources
When a project is created, one resource is added to that project. That one
resource in the above example would be Ginger. What's a resource? A resource
is anyone who you want to work on this project. Unlike Taskhopper, there are
no messy assignment of individual rights. Either a tasker can work on a project
or they can't. e.g., There is no view-only type of access to a project.
Once a project is created, the next step is usually to add resources so those
supporting the client can work on project tasks.
Then just like with Clients, click the New button to add a new Project
Fill it out something like this, ignore at least two fields within:
When you're done, save it! (for now, you will see empty columns for Bgd and Hrs...
ignore those until later as they're optional)
To Add Another Resource to a Project
For our purposes, assuming you selected yourself as the project manager, you
don't need to do this now... but just in case you are curious about how you
might get some help on a project here's how it works:
Scroll to the bottom of the project screen and look for the tiny green +
next to the dropdown that should contain others in your system.
When you're done adding a resource, we are officially done with the two items
needed to start working with Dingo. (Adding a client and a project)
Head back to the Dingo Control Panel...