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Task Management Module Overview

The document describes the task module which allows users to create tasks with fields like subject, date, priority and status. It provides list and chart views of tasks and allows adding assignees, followers, comments and linking tasks to other records. Permissions and notifications ensure tasks are tracked across the system.

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Balaji
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4 views2 pages

Task Management Module Overview

The document describes the task module which allows users to create tasks with fields like subject, date, priority and status. It provides list and chart views of tasks and allows adding assignees, followers, comments and linking tasks to other records. Permissions and notifications ensure tasks are tracked across the system.

Uploaded by

Balaji
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Task Module

[Link]:

 Subject – Enter the subject for the task in order to easily identify it.

 Hourly Rate – Set task hourly rate

 Start Date – Set the date when the task should be valid.

 Due Date – Set the due date when this task should be finished.

 Priority – Select task priority, Low, Medium, High, Urgent.

 Repeat Every – If you want to mark this task as recurring to be


repeated based on the period selected, select recurring options
accordingly to your needs.

 Related To – If you want to associate the task to a specific feature like
project, customer, invoice etc.. you can choose from this list.

 Tags – Add task tags for easier identification, for example, bug,
WordPress, etc…

 Task Description – Provide additional information for the task.

 Save and cancel.

 Public – We can View the task for are staff member or not.

[Link] Summary:

PipeLine:

1. Not Started
2. In Progress
3. Testing
4. Awaiting Feedback
5. Complete

[Link] Creating Task


 List View and Kan Ban Charts
 Add assignees
 Add Followers
 Task Info – Fields
 Task Crud Operation
 Comments
 Related To
 Status
 Filter – Export , Bulk Action

[Link]:

Permission

 Activity Log
 My Task in Dashboard
 Task to not finished
 Calendar – Utilities Model
 Reports – Timesheets
 Email Templates - Setup Module
 Lead – After Creating New Lead we can also see the same Task.
 Client Slide
 Customer Side
 Notification Drawer
 Timer and Time Stoper

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