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Version: 1.2.9

Tasks

The Tasks module helps users create, organize, assign, and track individual or all work items within the Time Management App.

Tasks are the core working units of the application and can be linked to projects, assignees, stages, priorities, and planned schedules.

This module enables users to:

  • Create and manage daily work items.
  • Assign responsibilities to team members.
  • Track deadlines and overdue tasks.
  • Organize tasks by stage and priority.
  • Monitor workload efficiently and improve productivity.

Accessing the Tasks Module​

To open the Tasks section:

  1. Click the Menu (☰) icon from the top-left corner.
  2. Select All Tasks from the sidebar navigation.

The Tasks screen will open and display all available tasks.

Tasks Screen Overview​

The Tasks screen is divided into two main sections:

  1. Tasks Overview Panel
  2. Task Details Panel or create new task page

Tasks Overview Panel​

Each task card provides a quick summary including: Task Name, Related Project Name, Task Stage, Priority Indicator, Planned Hours, Start Date, End Date, and Overdue Status.

Example Task Stages: Analysis, Design, Development, Testing, Completed.

Overdue Indicator: If a task exceeds its planned end date and is not completed, the system displays an Overdue label in red.

Date Tabs: Tasks can be filtered using quick date categories (Today, This Week, This Month, Later, Done, All).

Task Details Panel​

To create a new task, click on the + icon to open the new task entry form. In order to view the task details of an already created task, click on the corresponding task to display detailed information.

Users can create new tasks, edit existing tasks, assign users, set priorities, define stages, add descriptions, configure dates, and upload attachments.

Creating a New Task​

To create a task:

  1. Open the All Tasks module.
  2. Click the ➕ Add Icon from the top-right corner.
  3. Fill in the required task details.
  4. Click the ✔ Save Button.

Task Creation Fields​

  • Account: Defines the connected account/environment.
  • Project & Subproject: Associates the task with specific operational projects.
  • Parent Task: Used to create child tasks under a larger task to improve workflow.
  • Assignees: Defines the users responsible. You can select multiple users from the list and use the cross icon to unselect.
  • Task Name: The primary, descriptive title of the work item.
  • Priority: Importance level represented by a star rating system (e.g., ★☆☆ = Low, ★★★ = High).
  • Initial Stage: Current workflow stage (Analysis, Design, etc.).
  • Description: Detailed information, objectives, and scope of work.
  • Planned Hours: Estimated time required (e.g., 01:00 = 1 Hour).

Planned Dates Section​

  • Date Range: Quick scheduling presets (Today, This Week, Custom Range).
  • Start & End Date: Selected using the date picker for scheduling and deadline tracking.
  • Deadline Section: Define a final expected completion date to prioritize urgent work.

Attachments Section​

Upload files to centralize task-related resources and improve collaboration.

Viewing and Editing Task Details​

Selecting a task from the overview displays complete information (status, assignees, planned hours, priority, attachments).

To edit an existing task:

  1. Select the task from the task list and click the edit icon (or swipe the task to the left and click the edit icon).
  2. Update the required fields.
  3. Click the ✔ Save Button.

Task Stage Management​

Tasks move through stages (Analysis, Design, Development, Testing, Completed) to improve workflow tracking and progress monitoring.

Searching and Filtering Tasks​

  • Searching: Click the Search Icon and enter the Task Name to find tasks instantly.
  • Filtering by Assignee: Helps managers review team workloads.
    1. Click the Assignee Filter Icon from the top bar.
    2. The "Filter by Assignees" popup appears (by default, the logged-in user is selected).
    3. Select available users using the checkbox (multiple can be selected) and click Apply Filter.

Task Status Indicators​

Visual indicators include:

  • Red Overdue Text: Task deadline exceeded.
  • Star Rating: Task priority level.
  • Stage Label: Current workflow stage.
  • Planned Hours: Estimated effort.

Floating Action Button (FAB)​

Located at the bottom-right corner of the Tasks Overview screen, it provides quick access to create tasks. Click the FAB, select Task, fill in the information, and click Save.

Task Swipe Actions​

Swipe gestures allow quick management directly from the list.

Swipe Right Actions (Reschedule & Delete)​

  • Reschedule Icon: Quickly change planned dates using shortcuts (Tomorrow, Next Week, Next Month) or define a Custom Date Range.
  • Delete Icon: Removes the selected task from the system.

Swipe Left Actions (View, Edit, Start & Pause)​

  • View: Opens detailed task information.
  • Edit: Opens the task editing screen.
  • Start: Starts the task timer automatically, potentially creating a timesheet entry.
  • Pause: Stops or pauses the running task timer to prevent incorrect logging.