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Task Details

Task settings are displayed in the Details tab on the task workspace. Settings can be viewed and edited according to the workflow configuration and user access roles.

Layout​

channel layout

Actions:

  • 1. Save: Saves current changes made to the task's settings.
  • 2. Delete: Deletes the task and removes it from the task group.

Identification:

  • A. Task number: Automatically assigned number given in sequential order.
  • B. Task name: The name given to the task by its creator. The creator can be a human user or bot.
  • C. Additional information: Field used to give a brief description of the task.

Settings:

  • A. General information: Basic task settings. Composed of Standard and customized fields.
  • B. Extra Tabs: Extra tabs help contain extra task information. Extra tabs represent the additional fields that correspond to either the collection set as the asset or collections set as extensions. The name of the extra tab is the same as the collection used.
  • C. Notes: Displays the list of task notes. Permits viewing and creating notes.
  • D. Images, Videos, Files: Displays thumbnails of files shared within the task workspace.

Best Practices​

Sorting Tasks​

Tasks should be sorted in the group panel by states so that users can visually identify the state their tasks are found in. Sorting tasks by states can be set in the layout section of the settings panel by choosing the collection where the workflow states are found in.

Task State Names​

State names should begin with a number or individual letter corresponding to their order in the group panel and task view. For example: "1. Backlog", "2. Doing", "3. Finished", "4. Unable to Complete". Since states are elements within collections, their names are configured and edited from the settings panel in the Database panel.

Associating Tasks from Different Workflows​

If needed, tasks that belong to different workflows can be associated with one another.