Task Detail

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One task, open for reading and for updating: where the work stands, who carries it and by when.

Opening the Screen

Open Task Planner, then choose View in the row menu of the task: {admin}/tools/tasks/detail?id={task}

What Is on the Screen

The page carries the task's own title at the top. Below it comes the same form the task was opened with, filled in with the saved values.

Assign section The department list comes filled with the saved departments. The Assign choice always opens on Department and the staff list comes up empty, whatever the task carries (known defect). It appears for administrators.

No notification option Send Notification belongs to the creation form. Saving here tells nobody.

Save Changes At the bottom of the form. The task keeps its place in the list, with the new values on it.

Deleting There is no delete here. A task is removed from the row menu on the task list.

Fields

Title The short name of the task, and the page heading above.

Description What has to be done, at length.

Assign Department or Staff. It decides which of the two lists below you fill in.

Department The departments that carry the task. Everyone in them sees it.

Staff The single staff member the task sits with.

Client The client the work belongs to. Type to search, or leave it empty.

Start The day the work starts. Required.

End The day the work is due. It can stay empty.

Status Pending, In Progress, On Hold or Completed. The list orders on this, so it is the field worth keeping honest.

Status Notes Where the work stands, in your own words. Open to every staff member who sees the task.

Tasks

Update the status

Pick the new value under Status.
Write what happened under Status Notes.
Click Save Changes. The task moves to its new group in the list.

Hand the task over

Under Assign, choose Department or Staff.
Pick the new owner from the list that opens, and empty the other list.
Click Save Changes. The new owner finds the task in their own list.

Things to Watch

Most staff work on the status alone

Title, description, client and dates are locked for staff without full rights, and the Assign section stays hidden from them. Status and Status Notes are open to everyone who can see the task, with one exception below.

The person who opened a task cannot save it (known defect)

A staff member without full rights who opened the task cannot save it, not even the status. Save Changes answers with a title error, because the locked title field never reaches the save. The same person saves a task opened by someone else without trouble. Until this is fixed, ask a full administrator for the change.

Handing a task over is quiet

Changing the assignment sends nothing to the new owner. Where they have to hear about it today, tell them yourself; the notification option only exists while a task is created.

Not every task opens

Administrators reach all of them. Other staff reach the tasks they opened, the ones assigned to them and the ones on their department. A link to any other task answers with a short Task Not Found line instead of the page.

Required Privileges

Opening the task and saving it both need TOOLS_TASKS. Editing anything beyond the status and the notes is limited to full administrators (ADMIN_CONFIGURE).

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