Creating a planning for the week
In this manual we will show you around a few features of charta by creating a week planning. You define which tasks must be done in a week and the persons that are available to perform the tasks. By assigning the tasks to the persons you get your planning.
Get up and running
- Run Charta.exe
- Import the data
- Move up to the button Import from XML by pressing the key combination Windows+Right
A blue border will indicate where you are within the application window. By holding the Windows key down and pressing the Left/Right/Up/Down you can move around the application window. - Press the Spacebar to open a dialog in which you can select the XML file '2008-05-07 planning demo'
The xml file contains the data and structures for the demo. This will be loaded into the application as charta.data. - Move to charta.data by pressing the key combination Windows+Down twice
If you press the key combination once you get to the tabs in the explorer, if you press it twice you get to the content of the tab. - Expand the data tree by pressing Right
- Move up to the button Import from XML by pressing the key combination Windows+Right
Introduce yourself
- Use Left/Right/Up/Down to move to Persons and open it by pressing Enter
The persons that are going to perform the tasks are shown in a table. Tables are a base element for Charta. With the Left/Right/Up/Down keys you can move through the cells. When you are at a cell in the first column and press Left again you will select the row. - Press Insert or Ctrl+Insert
In the first case a row is inserted below the selected row, in the second case it is inserted at at the end. - Now you can add yourself by typing your name in the newly created row.
- Navigate back to the explorer with Windows+Left and Windows+Down
You should see yourself under Persons by expanding it with Right.
Take part in the work
- Move to the Planning node and expand it, select the planning within and press Enter
This opens a new tab in the control vault with some fields that define the planning: date information to indicate for which week the planning holds and the assignments of tasks to persons. - Move to the assignments with the key combination Windows+Down
- Pick out a task that you want to reassign to yourself and select the corresponding person cell
- Press Ctrl+Spacebar
This will give you a drop-dwon list of the persons that can perform the task. If you type some text only the persons that have the letter combination somewhere in their name are shown. - Select yourself and press Enter
You can almost get to work.
Get an overview of what you got yourself to do
- Move to the Main functions node and select the function "Get week day planning overview"
This again opens a new tab in the control vault, now showing the fields for the overview function. - Select the planning you adjusted before by deleting the text "unknown" and pressing Ctrl+Spacebar
This gives you a drop-down list with the available plannings. - Move to the button Get weekday planning overview with the key combination Windows+Down and press Spacebar
A result is now generated and shown in the last field. - Move to the information panel at the bottom of the application with Windows+Down and select the log tab with Right
Every function call is logged with a statement so that you always know what you have done. - Go to the log statement with Windows+Down, select the value cell and press Enter
The overview of the assigned tasks is shown in a table.
- Select a column by pressing Up and then press Ctrl+f
A field will appear at the top of every column, your filteers. - Type part of your name in the person filter and press Enter
Now only the rows are shown for which the person resembles you. Their name starts with the text you entered. - Select a filter and press Ctrl+f
This removes the filter - Select the person column and press Spacebar
This will sort the data in an ascending order based on the person names. If you want it in a descending order press Spacebar again. - Select the day of the week column by pressing Right and press Spacebar again
This will sort the data in an ascending order based on the day number. And on top of that it will keep the sorting you did before. - Press Ctrl+p
This will give you a pivot table which shows in one row what you have to do during the week.
Now you are ready to get to work.
Congratulations with your first Charta experience!
Lessons learned
- Easy keyboard navigation in Charta by using the Windows key
- Inserting or adding items to a list or table by using the Insert or Ctrl+Insert key combinations
- Editing data by running a function
- Viewing data through filtering, sorting and pivoting