Task Planner

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The shared list of internal tasks: who owes what, for which client, by when, and where the work stands.

Opening the Screen

Open Tools in the menu and choose Task Planner: {admin}/tools/tasks

What Is on the Screen

The Create New Task button above the list opens the task form. The list itself orders by status: Pending first, then In Progress, On Hold and Completed, newest first inside each group.

Title The short name of the task. A long title is shortened; hover over it to read all of it.

Staff/Department Who the task belongs to: a department, or one staff member.

Client The client the task was opened for. The name opens the client record for staff who can view clients; the others read the name alone. A task with no client reads None.

Start / End The start date, and the end date after it when one was given.

Status Pending, In Progress, On Hold or Completed.

Row menu View opens the task. Delete removes it, and appears for the person who created the task and for administrators.

Search The box above the list looks inside the title and the description.

Page size and download Beside the search box sit the page-size menu and the download button. The download saves the filtered list as a CSV, JSON or XML file, and needs the table export privilege.

Fields

Apply to Selected Above the list, for rows you tick. Its only entry is Delete. Administrators see it; other staff see neither this list nor the tick column.

Tasks

Open a task

Find the row, in the list or through the search box.
Open its row menu and choose View.
The task detail opens, where the status and the notes are updated.

Delete tasks

For one task, choose Delete in its row menu.
For several, tick the rows and choose Delete under Apply to Selected.
Confirm the window. Deleting more than one asks for your password first.

Things to Watch

Not everyone sees the same list

Administrators see every task. Other staff see the tasks they opened, the tasks assigned to them, and the tasks assigned to a department they belong to. A count that looks wrong is usually this filter at work.

Deleting cannot be undone

A removed task cannot be brought back, and its notes go with it. Where the work is over, setting the status to Completed keeps the record and takes the task to the bottom of the list.

Required Privileges

The screen and deleting both need TOOLS_TASKS. Deleting a task that someone else opened is limited to administrators. The client name is a link only for staff holding USERS_LOOK, and downloading the list needs TABLE_EXPORT.

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