Hidesc Task Management
The Task Management feature in our app is a comprehensive system designed to efficiently handle various types of tasks, workflows, and approval hierarchies. Below is the detailed documentation of the task system's behavior, types, statuses, and actions.
Task List View
Displays all tasks in a list. Provides an overview of all system functions. Designed for quick browsing, filtering, and bulk actions.
Task Single View
Displays detailed information for an individual task. Provides a detailed interface for managing a specific task.
Task Types
Time-Based Tasks
Feature Includes time tracking and requires strict user interaction
Buttons Start/Stop/Complete for manual time management
Logs System records durations for accurate reporting
Verification Required - moves to To Verify stage after completion
Non-Time-Based Tasks
Feature Simpler tasks where tracking time is not necessary
Flexibility Users can freely move across any status
Verification Not needed unless explicitly set
No Logs No time logs required
Task Lifecycle and Statuses
To-Do
Default status when a task is created
In Progress
When user has started working on the task
Done
When assignee marks task as completed
Failed
When task cannot be completed or is rejected
To Verify (Intermediate Status)
Appears only if verification is required. Tasks enter this status once marked as Done, awaiting review by designated verification users.
Acts as a holding stage before the task is either approved or rejected.
Multi-Stage Verification
Flexible Verification Workflow
Multi-level approval system for quality control
Default Single Stage
One verification stage by default
Multiple Stages
Creator/manager can add additional stages
Approve
Moves to next stage or Done if final
Reject
Sends to previous stage or failure state
Task Archival
Safe Storage for Completed Tasks
Any completed or obsolete task can be archived. Archived tasks are stored safely and removed from the active workspace, but can be accessed if needed.
Group Task Add
The Group Tasks tab allows users to link one task to another and customize which fields are shown for each related task.
1 Accessing Group Tasks
- Go to Template Creation
- Click the "Group Tasks" tab from the top menu
- Located next to "Select Fields"
2 Default Field Options
! Pro Tip: You can drag and drop fields to reorder them according to your workflow preferences.
Task Dependency Types
Immediate Tasks
Start immediately without dependencies
How to Add:
- Turn on Group Tasks toggle
- Select desired group tasks
- Set Start Mode to Immediate
- Define assignee and dates
- Click Create to save
Characteristics:
- No dependencies on other tasks
- Marked as In Progress once started
- Completed within short time span
- Ideal for parallel workflows
Preceding Tasks
Dependent on completion of previous tasks
How to Add:
- Turn on Group Tasks toggle
- Select prerequisite tasks
- Set Start Mode to Preceding Tasks
- Configure dates accordingly
- Click Create to save
Characteristics:
- Waiting state until prerequisites done
- Automatic trigger after completion
- Changes to In Progress when ready
- Sequential workflow enforcement
Custom Tasks
Flexible start conditions and timing
How to Add:
- Turn on Group Tasks toggle
- Select tasks for the group
- Set Start Mode to Custom
- Configure custom timeframe
- Define duration and assignee
Characteristics:
- Custom start conditions
- Flexible timing rules
- Manual or milestone triggers
- Ideal for non-linear workflows
After the Main Task
Dependent on primary task completion
How to Add:
- Turn on Group Tasks toggle
- Select post-completion tasks
- Set Start Mode to After Main Task
- Define dates and duration
- Click Create to save
Characteristics:
- Marked as Pending initially
- Triggers after main task completion
- Changes to In Progress when triggered
- Ideal for sequential workflows
Subtasks
Break Down Complex Work
Multi-level tracking for collaborative tasks
Key Features:
- Behave similarly to time-based tasks
- Can be started, stopped, and completed independently
- Useful for complex or collaborative tasks
- Support multi-level tracking
Benefits:
- Better task organization
- Clear responsibility assignment
- Granular progress tracking
- Improved collaboration