Tasks
Overview
A task is the representation of an asset and its state.In general, a task is something that someone has to do but can be much more than that.
✏️ The Cotalker platform, digitalizes a real-life task or asset and places it within a lifecycle or process.
♺ This lifecycle or process is known in Cotalker as a workflow.
🪜 Each step of the process or workflow is called a state.
Here are just some examples of tasks and their possible states within a workflow:
| Asset/Task | States |
|---|---|
| Assignment | Open, Closed |
| Job posting | Scouting, Interviews, Position Filled |
| Client | Lead, First Meeting, Deal Closed |
| Issue | Open, Verified, Fixed |
| Contact | Pending, Responded |
| Machine | Working, broken, At maintenance |
| Store | Good, Average, Bad |
- Tasks are created within task groups.
- Every task group is the representation of a workflow group.
- A workflow group can contain one or more workflows.
Example
In the image below, tasks are displayed in kanban view, one of the many forms to view tasks in Cotalker:
The image above displays the tasks that were created in a specific workflow. The tasks are sorted according to the state or status they are currently in. This workflow was configured with three states: backlog, doing, and ready.
Features
- Users can access tasks to view and interact with them.
- Users can create tasks.
- Tasks can be filtered and sorted in the display.
- The task workspace includes:
- Tasks count with different levels of user access.
- Automations can be set to create or update tasks through survey forms or bots.
- Automations associated with tasks can carry out a vast amount routines enabling companies to automate entire processes.
- Start and end dates along with SLAs can be configured on a task to give programmed responses or notifications according to established deadlines.
This amplitude of functions gives tasks the versatility to adapt to each organization's needs and beyond.
- To view or modify a task, users must be associated with the task and count with the corresponding permissions and task roles.
- Admins can set permissions that allow unassociated users to follow or edit tasks within a task group.