Task Management

Description

Overview

The Task Management application helps you keep track of everything related to your projects. Whether you need to manage bugs, work on new features, or monitor the overall progress of your projects, this comprehensive tool makes it easy to stay organized and productive.

Task Management main interface screenshot

Access Path:

Login to the Platform
Navigate to Applications
Select the Productivity tab
Click Task Management

Key Features

Comprehensive task and bug tracking with detailed metadata
Organize tasks by project for better structure
Customizable status workflows for efficient task progression
Team collaboration with assignment and comment systems
Detailed analytics and statistics for project insights
Automated reporting with daily and weekly schedules

Getting Started

Getting started with Task Management is straightforward. The application provides a comprehensive dashboard where you can view all your tasks in one place, with sections for tasks assigned to you, tasks you've opened, and tasks across different projects.

Typical Workflow Steps

Create or select a project to organize your work
Add tasks with detailed information including priority, severity, and type
Assign tasks to team members and set due dates
Track progress through customizable status workflows
Monitor progress with built-in analytics and reporting

Navigation Tabs

The Task Management application is organized into seven main tabs, each providing different views and functionality for managing your tasks and projects.

Available Tabs

My Tasks: View tasks assigned to you with filtering and search capabilities
Opened By Me: See tasks you've created and track their progress
All Tasks: Comprehensive view of all tasks across projects with bulk actions
Statistics: Detailed analytics and metrics for projects and team performance
Tags: Visual representation of task and bug distributions with export options
All Projects: Project management interface for creating and organizing projects
Reports: Configure automated daily and weekly reporting schedules

My Tasks

The My Tasks view shows all tasks assigned to you, providing a focused workspace for managing your current responsibilities and workload.

My Tasks Features

Clear view of all tasks assigned to you
Priority and severity indicators for task prioritization
Due date tracking with visual indicators
Easy status updates and progress tracking
Direct access to task comments and collaboration

Opened By Me

This view displays all tasks you've created, allowing you to monitor their progress, manage assignments, and ensure they're moving through the workflow appropriately.

Opened By Me Features

Overview of all tasks you've initiated
Track who tasks are assigned to and their current status
Monitor progress and resolution times
Manage comments and collaborate with assignees

All Tasks

The All Tasks view provides a comprehensive overview of all tasks across projects, with powerful filtering, searching, and bulk action capabilities for efficient task management.

Table Columns

Headline: Task title and ID with priority and status information
Severity: Task severity level (Normal, High, Critical, etc.)
Due Date: When the task is due for completion
Tags: Associated tags for categorization and filtering
Status: Current workflow status of the task
Assigned To: Team member responsible for the task
Actions: Available actions like View, Edit, and Delete

Creating Tasks

Creating new tasks is a straightforward process using the 'Add New Task' button. The form guides you through multiple steps to ensure all necessary information is captured.

Add Task Button

Task Form - Step 1

Task Form - Step 2

Task Form - Step 3

Task Creation Fields

Select Project: Choose which project this task belongs to
Task Headline: A clear, descriptive title for the task
Priority: Numerical priority level for task ordering
Severity: Impact level (Normal, High, Critical)
Task Type: Category of work (Task, Bug, Feature, etc.)
Assign To: Team member responsible for completing the task
Due Date: When the task should be completed
Task Status: Initial status in the workflow
Tags Visualization: The Tags tab provides visual charts and analytics for task categorization, helping you understand the distribution of work types and identify patterns in your project data.
Description: Detailed description with rich text formatting
Attachments: Upload relevant files and documents

Editing Tasks

Tasks can be edited to update information, change assignments, modify status, or add additional details. The edit interface provides the same comprehensive form as task creation.

Edit Task Form

Task Details View

What You Can Edit

Update task descriptions with rich text formatting
Change task assignments and due dates
Update task status through the workflow
Modify deadlines and scheduling
Add, update, or remove file attachments
Add or modify tags for better organization

Task Management Actions

The Task Management dropdown provides powerful bulk actions for handling multiple tasks efficiently, including export, transfer, assignment, and deletion operations.

Available Bulk Actions

Export: Export task data to Excel files for analysis and reporting
Transfer: Move selected tasks between projects while preserving all details
Assign: Bulk assign multiple tasks to team members
Delete: Remove selected tasks with confirmation prompts

Export Dialog

Assignment Dialog

Status Management

The task management system uses a comprehensive status workflow to track tasks through their entire lifecycle, from creation to completion.

Available Status Options

Unassigned: Task has been created but not yet assigned to a team member
Assigned: Task is assigned to a team member and ready for work
Coding Complete: Development work is finished and ready for review
Done/Verified: Task is completed and has been verified or tested
In Progress: Work is actively being performed on the task
Merged: Code changes have been merged into the main branch
No Plan To Fix: Task will not be addressed in the current timeline
Waiting: Task is waiting for external dependencies or information

Project Switching

When working with multiple projects, you can easily switch between them using the project selector dropdown, which refreshes the view to show only tasks from the selected project.

Project Context: All task views are filtered by the currently selected project, ensuring you see only relevant information for your current work context.

Statistics Dashboard

The Statistics tab provides comprehensive analytics and metrics about your projects, tasks, and team performance, helping you make informed decisions about resource allocation and project planning.

Key Metrics

Total number of active projects
Total open tasks across all projects
Total completed/fixed tasks
Total tasks in waiting status
Total open bugs requiring attention
Total resolved bugs
Total bugs waiting for action

Detailed Breakdowns

Task and bug counts broken down by individual projects
Work distribution across team members
Overview of unassigned tasks and bugs

Tags Visualization

The Tags tab provides visual charts and analytics for task categorization, helping you understand the distribution of work types and identify patterns in your project data.

Tags Features

Interactive charts showing task and bug distributions
Separate views for tasks and bugs
Export charts in SVG, PNG, or CSV formats
Filter charts by specific projects

All Projects

The All Projects tab allows you to manage your project portfolio, create new projects, and organize your work into logical groups for better task management.

Project Management Features

Create new projects with business associations
Organize tasks by project for better structure
Associate projects with specific businesses
Remove completed or cancelled projects

Automated Reports

Configure automated daily and weekly reports to keep stakeholders informed about project progress, task completion rates, and team productivity metrics.

Report Types

Daily Reports: Daily email summaries of task activity and progress
Weekly Reports: Comprehensive weekly reports with detailed analytics

Automated Delivery: Reports are automatically generated and sent via email according to your configured schedule, ensuring stakeholders stay informed without manual intervention.

Calendar View

The calendar view provides a timeline perspective of your tasks, showing due dates and helping you plan work schedules more effectively.

Calendar Features

Visual representation of task due dates
Navigate between months to see upcoming deadlines
Schedule tasks and plan workloads
Track approaching deadlines and overdue items

Due Date Requirement: Tasks must have due dates assigned to appear in the calendar view. Tasks without due dates will show a reminder message.

Pagination and Display

Large task lists are paginated for better performance and usability, with customizable page sizes and easy navigation between pages.

Pagination Options

Adjustable items per page (25, 50, 100)
Easy navigation between pages
Display of total items and current page position

Performance Tip: For better performance with large datasets, use filters to reduce the number of items displayed and consider smaller page sizes for faster loading.