Office of Medical Informatics
Systems Integration and Development
People Tasks Meetings (PTM) Overview
PTM is a new service designed to facilitate collaborative work by managing tasks and meetings. Think of it as a shared "to do" list combined with a simple workflow engine. Tasks progress through a life-cycle of creation, assignment, activity, and completion. A master task list helps organize and prioritize active tasks. People are organized into groups and take ownership of tasks on the list. At any point a task may become an agenda item for a meeting. Meetings are associated with one or more groups, and these groups determine meeting agendas and participants. Action items generated during a meeting become new tasks and the cycle repeats. The goal is to minimize wasted time and maximize communication.

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Key Functionality
- Simple user account mangagement, integrated with campus LDAP and FIND.
- Allows easy creation of both formal and ad hoc groups.
- Tasks are associated with (owned by) at least one user or group.
- Task lists are filtered based on ownership and group membership. List may be sorted by status, due date, or priority.
- Task lists may be printed for use during meetings.
- Groups define meeting agendas and participants.
- Action items from meetings become new tasks.
- Automatic notification of meetings and overdue tasks.
- Automatic creation of meeting minutes.
Demonstration Available
A fully functional demonstration is available.
Login with name 'demo' and password 'demo'.
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Location: http://yourdomain.edu/omi/docs/core_services/ptm.shtml