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Task Management

Task Page​

The task page appears as follows:

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Tasks are categorized based on their types.

Each category has a table containing the following basic information:

  • Type: The type of the task
  • Code: The unique identifier code of the task
  • Subject and Description: Subject and description of the task
  • Priority and Status: The status and priority of the task
  • Start and End: Task start and due dates (these may not always be set)
  • Estimated Time: The estimated time to complete the task
  • Completion Percentage: The completion percentage of the task

Basic Task Actions​

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On the right side of the table, the following buttons are available:

  • + : Used to add a new task from scratch
  • ⋮ : Opens a dropdown with the following actions applicable to the corresponding table element:
    • View: Opens a read-only form with the element's information
    • Edit: Opens a form to edit the element's information
    • Duplicate: Opens a form to insert a new element pre-filled with the selected element's information
    • Delete: Deletes the selected element

Adding a Task​

Clicking the + button at the top right of the table opens the following form:

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This form contains the same information as the table with the addition of:

  • Assignees: One or more users to whom the task is assigned and who can modify the information
  • Observers: One or more users who can view the task information

Editing a Task​

After selecting the Edit option, the following form will open:

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In addition to the basic task information, there are other sections:

  • Task Relationships: Other tasks related to this one
  • Task Files: Task attachments
  • Messages: Section for messages related to the task
  • Deadline Notifications: The bell button at the top right displays the task's deadline notifications (Note: Notifications are individual per user; each manages their own.)

Duplicating a Task​

After selecting the Duplicate option, a form similar to the insertion form will open, pre-filled with the selected element's information. Saving this form will insert a new element.

Deleting a Task​

After selecting the Delete menu option, the following popup will appear, asking for confirmation to delete the selected element.

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The element will be permanently deleted only after confirming the deletion action.

Filtering the Table​

To filter the task table, click the Filters button located above the table. Once clicked, the following filter selection form related to the task table will appear.

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Time Management​

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This option is only available to users with specific permissions.

Time management allows you to log the time spent on specific activities. (Note: Time is recorded in minutes.)

If enabled, as shown in the image, the logged hours, billable hours, and the button to log time will be visible.

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Clicking on the logged or billable hours will open the table with all the hours logged for that task, where basic operations (viewing, adding, editing, and deleting) can be performed.

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If you want to log hours directly, click the timer button, and a form like this will appear, requiring basic information (Note: The activity will be logged for the current user.)

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