Manage Task

The Manage Task page provides an organized view of all tasks, displaying essential details to help users effectively track and manage their assignments. Key information includes:

• Task ID: Unique identifier for each task.

• Task Date: Date when the task was created.

• Subject: Brief description of the task.

• Assigned: Name of the individual responsible for the task.

• Status: Current status of the task (e.g., open, closed).

• Due Date: Deadline for task completion.

• Last Activity: Date of the most recent update or action taken on the task.

• Completed Percentage: Track task progress based on configurable status settings.

Filters:

Users can refine their view by filtering tasks based on date, owner, assigned, status, task ID, or keywords in the subject.

Adding a New Task:

To create a new task, click the Add Task button on the Manage Task page. Enter details in the Info tab, including:

• Subject: Title of the task.

• Description: Brief overview of the task's purpose.

• Priority: Set the urgency of the task.

• Due Date: Specify the deadline for completion.

• Task Holder: Assign a user to the task.

• A checkbox labeled Lock Task Holder is available. If checked, the assigned task holder cannot be changed after assignment.

• Reminder: Set a reminder by choosing a reminder type or entering a custom lead time before the task is due.

• Recurrence: Enable recurrence by selecting a recurrence type along with a start and end date.

Viewing Task Details:

When viewing a specific task, users can access several tabs that provide detailed information:

• Info Tab: Displays the subject, description, task owner, priority, and due date of the task.

• Comments Tab: Shows the current assignee, status, attachments, and any additional comments related to the task.

• Attachment Tab: Lists the filename, who posted it, and includes a download option for the attached file.

• Event Log: Records changes made to the task along with the log date and description of updates.

Updating Task Details:

Users can update specific task details, including changing the task holder to assign a different person, updating the current status to reflect progress, modifying the urgency level of the task, and changing the deadline for completion.

Note: Only the task owner has the authority to close the task.