Task Widgets

Article sections

    Details

    This section contains basic details of the task, documents, followers list, and task audit details.

    Details

    Field name Description
    Assigned to Displays to whom the task is assigned to (user name or role)
    Project name Displays project name of the task
    Points Achievement points allotted for the task
    Milestone Displays milestone name. A milestone is an important event or action in a project or a business journey that marks a crucial stage of progress.
    Task group Task group name in which the task is included is displayed
    Task id Task id or short name code of the task is displayed

     Task details

    This section contains start date, end date, points allotted, and duration of the task

    Field name Description
    Start date Task starting date is displayed
    Duration Duration in minutes/hours/days
    Due date End date of the task
    Points Achievement points allotted for the task

    User can Edit Task details by clicking on Edit option and enter details required

    Edit Task details

    Assign to Select the name/role from the list to assign a task
    Points Enter the achievement points for the task assigned
    Followers Select followers name from the list. Follower-ship is the willingness to work toward accomplishing defined goals under a leader’s directives for an organization like managers, executives, etc.
    Start date Select start date of the task
    Duration Select the duration of the task in minutes/hours/days
    Priority Select priority level of the task as low, medium, or high
    Subject Enter subject of the task

    Apply all the details and click on “SAVE

    Task documents This section contains files/documents related to the task.

    User can add documents by clicking on Create(+) option.

    Edit task document User can add/edit task documents by clicking on Create(+) option and upload files from local storage
    Sub task This section contains details about sub tasks of the primary task
    User can Create/Edit sub task by clicking on CREATE(+) option and enter the required details

    Create task

    The fields which are in star mark are mandatory in the creation screen.

    Field Name Field Description Mandatory
    Subject Enter the subject of the task Yes
    Project name Enter project name of the task Yes
    Milestone Select milestone name of the task from the list. A milestone is an important event or action in a project or a business journey that marks a crucial stage of progress. Yes
    Description User can comment or enter short notes about the task
    Task Details
    Task group Select task group name from the list
    Assigned to Select user name/role to whom the task is assigned to Yes
    Start Date Select start date of the task No
    Duration Select the duration in minutes/hours/days No
    Priority Select the priority level of the task as low/medium/high No
    Followers Select followers name from the list. Follower-ship is the willingness to work toward accomplishing defined goals under a leader’s directives for an organization like managers, executives, etc.
    Points Enter the achievement points for the task Yes
    Description User can comment or enter short notes about the task No
    More options: By clicking on more options user can view Advanced options
    Dependency type Select dependency type from the list. No
    Series Select the series followed by the task Yes
    Strict task User can click on the toggle to mark as a strict task. Toggle turns to green in color when selected. No
    Attachments : Click browse and provide the required attachments of the task

    Finally, Click “Save” to save the task details.

    Task audit

    Field name Description
    Reopened Displays whether the task is reopened or not
    Due date Date on which the task needs to be completed
    Description Displays comments or shorts notes of the task
    Task followers Followers assigned to the task are displayed. User can click on Create(+) to add followers to the task. It will navigate to Add followers page
    Add followers Select followers name from the list

    Apply all the details and click on “SAVE

    Checklist and Issues

    This section consists of task dependents details and support ticket details.

    Task dependents

    This section contains details about the dependents of the task. User can click on Create(+) to add dependents in the create dependents page.

    Create dependents

    Field name Description
    Dependent name Enter dependent name for the task
    Dependent type Select dependent type (Check list/issue list) from the list. User can add multiple dependents by clicking on Add and enter the required details

    Apply all the details and click on “SAVE

    Support Ticket

    This section contains all the basic details about the tickets raised against issues.

    Activity

    Field name Field Description
    Comments User can write short notes or comments about the Task
    Audit
    Created Date Date when the Task is created
    Created By Name of the person who created the Task
    Last Updated Date Last stage changed of the Task
    Last Updated By Name of the person who last updated the stage
    Status Displays the current status of the Task
    Time-Line This widget tracks all the activities within the app.

     

    in Tasks
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