What is 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. The Task Management System allows users to view, manage, and update tasks efficiently.
Task Display Sections
Task List View
Displays all tasks in a list format for quick browsing and management
Overview of all system functions
Designed for quick browsing, filtering, and bulk actions
Task Single View
Detailed interface for managing individual tasks
Comprehensive task information and metadata
Advanced actions and collaboration tools
Task Types
Time-Based Tasks
Key Features
Start/Stop/Complete Buttons for manual time management
Time Logs for accurate reporting
Verification Required - moves to To Verify stage when completed
Non-Time-Based Tasks
Key Features
Freely move across any status (To-Do, In Progress, Done, Failed)
No time logs or verification needed unless explicitly set
Simpler workflow without time tracking requirements
Task Lifecycle and Statuses
Core Statuses
To-Do
Default status when a task is created
In Progress
When a user has started working on the task
Done
When the assignee marks the task as completed
Failed
When the task cannot be completed or is rejected
Intermediate Status: To Verify
This status appears only if verification is required. Tasks enter this status once marked as Done, awaiting review by designated verification users. It acts as a holding stage before the task is either approved or rejected.
Multi-Stage Verification
Verification Setup
Default Configuration
One verification stage by default
Custom Stages
Creator or manager can add multiple verification stages
User Assignment
Each stage allows assigning different verification users
Verifier Actions
Approve: Moves task to next verification stage or Done if final
Reject: Sends task to previous stage or failure state
Task Archival
Any completed or obsolete task can be archived
Archived tasks are stored safely and removed from active workspace
Can be accessed if needed for reference or reactivation
Group Task Add
Accessing Group Tasks
Navigation
Go to Template Creation
Tab Selection
Click the "Group Tasks" tab from the top menu
Field Customization
Drag and drop fields to reorder them
Customize which fields are shown for each related task
Group task configuration interface
Task Dependency Types
Immediate Tasks
Tasks that start immediately without waiting for other tasks
Not dependent on any other task
Marked as In Progress once started
Ideal for parallel tasks
Preceding Tasks
Tasks that depend on completion of previous tasks
Cannot begin until previous task is completed
In Waiting state until dependencies are met
Changes to In Progress when triggered
Custom Tasks
Flexible tasks with custom start conditions
Start after specific days, hours, or custom rules
Useful for non-linear workflows
Custom start status based on configuration
After the Main Task
Tasks that depend on completion of primary task
Begins only after main task is completed
Marked as Pending initially
Best for sequential workflows
Custom task configuration interface
Subtasks
Functionality
Break down complex work into manageable pieces
Behavior
Behave similarly to time-based tasks with independent tracking
Key Features
Can be started, stopped, and completed independently
Useful for complex or collaborative tasks
Supports multi-level tracking and management