Tasks
The tasks module allows management of users and tasks in groups.
To start, create a task group. It is then possible to create and assign tasks using the various submodules.
As a task assignee, the dashboard is a useful entry point to the tasks module.
The Task Dashboard provides a summary of tasks and task groups relating to you.
Summaries are shown for your tasks, overdue and urgent tasks.
Access to this module is limited to a user with task role.
The Task List allows fine grained filtering of Tasks.
To view a Task in detail, click on the task title.
When searching for tasks, or when arriving here via the Task Dashboard, the filter will show the selections you made to arrive at the current list of Tasks.
Selections available include:
- Assignee: The person currently assigned to a task
- Creator: The person who created the task
- Group: The Task Group to which a task belongs
- Type: The type of task
- Priority: The task priority
- Status: The current task status
- From/To Date: Filter tasks by their due date occuring within a given date span
- Include Closed Tasks: Closed tasks are excluded by default, check this box to include closed task in your search returns.
Access to this module is limited to a user with task role.
This module allows managing groups and group members.
Create a new task group using the New Task Group button.
The task group requires a title. You must also assign values for who can create tasks in,view tasks in and assign users to tasks for this task group. The is active field allows temporarily disabling the task group. There is also an optional description and defaults for task type, priority and assignee for tasks in this group.
You can modify a task and manage members and notifications by clicking on the title of the task group on the Manage Task Groups page.
A detailed task view is shown including members and their roles. Membership and roles can be managed using the member list buttons.
The task group fields can be managed using the Edit Task Group button.
Notifications for this taskgroup can be managed using the Notifications tab.
You can also click Task List to see a list of tasks in this task group.
Access to this module is limited to a user with task_group role.
A task group has member users who can be GUESTS, MEMBERS AND OWNERS. They can also have ALL roles(what does this do????).
A task group has fields defining the abilities of each of GUESTS, MEMBERS AND OWNERS.
- The visibility in search listings of tasks in this group is limited to members who match the
Who Can Viewfield. - The ability to create new tasks in this group is limited to members who match the
Who Can Createfield. - ????The ability to create assign users to tasks in this group is limited to members who match the
Who Can Assignfield.
Owners and members of a task group can be assigned to tasks in the task group.
Start by clicking the New Task link in the menu.
By first selecting the Task Group, the form will allow you to make further selections relevant to that Task Group.
You must enter a type, title and status for the task.
You may also want to assign the task to a user or fill priority, due date, effort, hours or description fields.
Access to this module is limited to a user with task role.
By default you will recieve all available notifications. You can limit this using this module to manage the notifications that you receive in response to task changes.
The module lists the Task Groups you are a member of, showing your role within that group and the types of notifications you will receive.
You can set up each of your Task Groups so that you will be notified of events that take place to Tasks relevant to you. For any given group,you can click the Edit button to edit your notifications.
Depending upon your role, you can receive notifications for Tasks you have created, for Tasks assigned to you or, if you are a Group Owner, for activity in any Task within that group.
You can also set the specific Task Events for which you wish to receive notifications.
Each task group also has notification selections that affect the choices available in this module.
Access to this module is limited to a user with task role.