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Task Manager Module ​

The Task Manager module provides comprehensive task management with multiple views, project organization, templates, and time tracking. This guide covers all task management features including Kanban boards, calendar views, and productivity tools.

Table of Contents ​

  1. Overview
  2. Accessing Task Manager
  3. Task Views
  4. Creating Tasks
  5. Managing Tasks
  6. Task Projects
  7. Task Templates
  8. Time Tracking
  9. Best Practices

Overview ​

Features ​

  • ✅ Multiple task views (List, Kanban, Calendar)
  • ✅ Task projects for organization
  • ✅ Task templates for efficiency
  • ✅ Task assignments and priorities
  • ✅ Task status workflow
  • ✅ Task dependencies
  • ✅ Task comments and attachments
  • ✅ Time tracking and timers
  • ✅ Task statistics and reporting
  • ✅ Bulk operations
  • ✅ Task export

Admin Routes ​

  • Task List: /admin/tasks
  • Create Task: /admin/tasks/create
  • Kanban Board: /admin/tasks/kanban
  • Calendar View: /admin/tasks/calendar
  • Task Projects: /admin/task-projects
  • Task Templates: /admin/task-templates
  • Time Entries: /admin/tasks/{task}/time-entries
  • Statistics: /admin/tasks/stats

Accessing Task Manager ​

From Admin Panel ​

  1. Log in to admin panel
  2. Navigate to Productivity → Task Manager
  3. Or go directly to: /admin/tasks

Permissions Required ​

  • View Tasks: view tasks permission
  • Create Tasks: create tasks permission
  • Edit Tasks: edit tasks permission
  • Delete Tasks: delete tasks permission
  • Manage Tasks: manage tasks permission

Task Views ​

List View ​

Route: /admin/tasks

Features:

  • Tabular task list
  • Sortable columns
  • Filterable tasks
  • Task details visible
  • Quick actions
  • Bulk selection

Best For:

  • Overview of all tasks
  • Quick filtering
  • Bulk operations
  • Detailed information

Kanban Board ​

Route: /admin/tasks/kanban

Features:

  • Column-based view
  • Drag-and-drop tasks
  • Status columns
  • Visual workflow
  • Quick status changes
  • Task cards

Best For:

  • Visual workflow management
  • Team collaboration
  • Status tracking
  • Quick updates

Default Columns:

  • To Do: New tasks
  • In Progress: Active tasks
  • Done: Completed tasks

Calendar View ​

Route: /admin/tasks/calendar

Features:

  • Monthly calendar
  • Task due dates
  • Color-coded priorities
  • Day/week/month views
  • Quick task creation
  • Drag to reschedule

Best For:

  • Planning and scheduling
  • Due date management
  • Time-based overview
  • Calendar integration

Creating Tasks ​

Step 1: Access Create Page ​

  1. Go to Task Manager → Create Task
  2. Or navigate to: /admin/tasks/create
  3. Or click Create Task from any view

Step 2: Basic Information ​

Task Title ​

  • Name of the task
  • Required field
  • Be specific and clear
  • Example: Design homepage mockup

Task Description ​

Use rich text editor for detailed task information:

Include:

  • Objective: What needs to be done
  • Requirements: Specific requirements
  • Acceptance Criteria: How to know it's done
  • Resources: Links, files, references
  • Notes: Additional information

Step 3: Task Details ​

Task Project ​

Select Project:

  • Choose existing project
  • Or create new project
  • Organizes related tasks
  • Optional field

Assignee ​

Assign To:

  • Select team member
  • Can assign to multiple users
  • Optional field
  • Assignees notified

Priority ​

Priority Levels:

  • Low: Not urgent
  • Medium: Normal priority
  • High: Important
  • Urgent: Critical

Status ​

Status Options:

  • To Do: Not started
  • In Progress: Currently working
  • In Review: Under review
  • Done: Completed
  • Blocked: Cannot proceed
  • Cancelled: Task cancelled

Due Date ​

  • Set deadline
  • Optional field
  • Used in calendar view
  • Overdue tasks highlighted

Step 4: Additional Settings ​

Task Dependencies ​

Depends On:

  • Select prerequisite tasks
  • Current task blocked until dependencies complete
  • Optional field
  • Visual dependency chain

Tags/Labels ​

Add Tags:

  • Organize tasks
  • Filter by tags
  • Multiple tags allowed
  • Examples: design, frontend, urgent

Estimated Time ​

  • Estimated hours to complete
  • Optional field
  • Used for planning
  • Example: 8 hours

Step 5: Attachments ​

Add Files ​

  1. Click Add Attachment
  2. Upload files
  3. Supported formats:
    • Documents (PDF, DOC, DOCX)
    • Images (JPG, PNG, GIF)
    • Other files
  4. Files attached to task

Step 6: Save Task ​

  • Save: Create task
  • Save & Assign: Create and assign
  • Save & Start Timer: Create and start tracking time

Managing Tasks ​

Task List View ​

Access at: /admin/tasks

List Features ​

Search:

  • Search by title
  • Search by description
  • Search by assignee
  • Real-time results

Filters:

  • Status: To Do/In Progress/Done/etc.
  • Priority: Low/Medium/High/Urgent
  • Assignee: Filter by user
  • Project: Filter by project
  • Due Date: Filter by date range
  • Tags: Filter by tags

Sorting:

  • By Title (A-Z, Z-A)
  • By Due Date (Soonest/Latest)
  • By Priority (High to Low)
  • By Status
  • By Assignee
  • By Created Date

Displayed Information ​

  • Task Title: Task name
  • Project: Assigned project
  • Assignee: Assigned user(s)
  • Priority: Priority level
  • Status: Current status
  • Due Date: Deadline
  • Progress: Completion percentage

Task Details ​

Route: /admin/tasks/{task}

View Includes:

  • Full task information
  • Description
  • Comments
  • Attachments
  • Time entries
  • Status history
  • Dependencies
  • Related tasks

Editing Tasks ​

  1. Click Edit on task
  2. Make changes
  3. Click Update
  4. Changes saved

Task Actions ​

Update Status ​

Route: /admin/tasks/{task}/status

  1. Select new status
  2. Status updates immediately
  3. Available from Kanban (drag-and-drop)

Archive Task ​

Route: /admin/tasks/{task}/archive

  1. Click Archive button
  2. Task archived
  3. Hidden from active views
  4. Can be restored

Duplicate Task ​

Route: /admin/tasks/{task}/duplicate

  1. Click Duplicate button
  2. New task created
  3. Same details copied
  4. Can be modified

Delete Task ​

  1. Click Delete button
  2. Confirm deletion
  3. Warning: Cannot be undone
  4. Task removed

Bulk Operations ​

Bulk Update ​

Route: /admin/tasks/bulk-update

  1. Select multiple tasks
  2. Click Bulk Actions → Update
  3. Choose:
    • Status
    • Priority
    • Assignee
    • Project
    • Due Date
  4. Apply to all selected

Bulk Delete ​

  1. Select multiple tasks
  2. Click Bulk Actions → Delete
  3. Confirm deletion
  4. All selected tasks deleted

Export Tasks ​

Route: /admin/tasks/export

  1. Apply filters (optional)
  2. Click Export
  3. Choose format:
    • CSV
    • Excel
    • PDF
  4. File downloads

Task Projects ​

Creating Projects ​

Route: /admin/task-projects/create

  1. Go to Task Manager → Projects → Create Project
  2. Enter:
    • Name: Project name
    • Description: Project description
    • Status: Active/On Hold/Completed
    • Start Date: Project start
    • End Date: Project deadline
  3. Click Save

Managing Projects ​

Route: /admin/task-projects

Features:

  • List all projects
  • View project details
  • Edit projects
  • Archive projects
  • Delete projects
  • View project tasks

Project Details ​

Route: /admin/task-projects/{project}

Includes:

  • Project information
  • All project tasks
  • Task statistics
  • Project progress
  • Team members
  • Timeline

Task Templates ​

Creating Templates ​

Route: /admin/task-templates/create

  1. Go to Task Manager → Templates → Create Template
  2. Enter:
    • Name: Template name
    • Description: Template description
    • Category: Template category
    • Tasks: Pre-defined tasks
  3. Click Save

Using Templates ​

Route: /admin/task-templates/{template}/create-task

  1. Select template
  2. Click Create Task from Template
  3. Task created with template details
  4. Can be modified

Bulk Create from Template ​

Route: /admin/tasks/bulk-create-from-template

  1. Select template
  2. Choose quantity
  3. Set parameters:
    • Project
    • Assignee
    • Due date offset
  4. Click Create
  5. Multiple tasks created

Time Tracking ​

Viewing Time Entries ​

Route: /admin/tasks/{task}/time-entries

Features:

  • All time entries for task
  • Total time tracked
  • Time entry details
  • Edit/delete entries

Creating Time Entry ​

Route: /admin/tasks/{task}/time-entries

  1. Click Add Time Entry
  2. Enter:
    • Date: Entry date
    • Hours: Time spent
    • Description: What was done
  3. Click Save

Using Timer ​

Route: /admin/tasks/{task}/time-entries/start

Start Timer ​

  1. Click Start Timer on task
  2. Timer begins
  3. Time tracked automatically
  4. Timer visible in interface

Stop Timer ​

  1. Click Stop Timer
  2. Timer stops
  3. Time entry created
  4. Can add description

Time Entry Statistics ​

Route: /admin/tasks/time-entries/stats

Features:

  • Total time tracked
  • Time by task
  • Time by project
  • Time by user
  • Time by date range
  • Reports and charts

Best Practices ​

Task Creation ​

  1. Clear Titles:

    • Be specific
    • Use action verbs
    • Include context
    • Keep concise

  2. Detailed Descriptions:

    • Include requirements
    • Set acceptance criteria
    • Add resources
    • Provide context

  3. Proper Organization:

    • Use projects
    • Add tags
    • Set priorities
    • Assign appropriately

Task Management ​

  1. Regular Updates:

    • Update status regularly
    • Add comments
    • Track time accurately
    • Update due dates

  2. Team Collaboration:

    • Use comments
    • Share attachments
    • Communicate changes
    • Review regularly

  3. Workflow Optimization:

    • Use templates
    • Set up projects
    • Define dependencies
    • Track progress

Troubleshooting ​

Tasks Not Displaying ​

Solutions:

  1. Check filters
  2. Verify project selection
  3. Clear cache
  4. Check permissions

Timer Not Working ​

Solutions:

  1. Verify timer started
  2. Check browser compatibility
  3. Refresh page
  4. Check permissions

Bulk Operations Failing ​

Solutions:

  1. Verify task selection
  2. Check permissions
  3. Review error messages
  4. Try smaller batches

Last Updated: [Date will be updated during final review]

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