Template Overview

How to Add Group Tasks with Different Status Methods?

1. Accessing the Group Task Section in Templates

1. Step 1: Navigate to the Template section in the admin panel.
2. Step 2: Click on the Group Tasks tab within the template editor.
3. Step 3: If you are creating or updating an existing template, select Add Group Task to create a new group task.

2. Configuring Group Tasks in Templates

In the Group Tasks section, you will be able to define the group tasks with varying start modes and status transitions.

Group Task Fields

Adding Group Tasks with Status Methods

Group Task Status Types:

Each group task can follow one of the status methods based on the Start Mode. Here are the status types for each group task scenario:

1. Immediate Tasks (Status: In Progress)

Immediate tasks are independent and can start immediately. They have no dependencies and can be marked as In Progress once created.

How to Add Immediate Group Tasks:

1. Turn on the Group Tasks toggle.
2. Enter the Task Name (e.g., Client Communication).
3. Set the Start Mode to Immediate.
4. Select In Progress as the initial status.
5. Optionally, add subtasks and define the Due Date.
6. Click Create.

Status Flow:

Not Started → In Progress → Completed.

2. Preceding Tasks (Status: Waiting)

Preceding tasks depend on the completion of a previous task. They remain in the Waiting state until the preceding task is completed.

How to Add Preceding Group Tasks:

1. Turn on the Group Tasks toggle.
2. Enter the Task Name (e.g., Ledger Scrutiny).
3. Set the Start Mode to Preceding Tasks.
4. Choose the Waiting status to ensure the task remains inactive until the preceding task is completed.
5. Optionally, add subtasks and define the Due Date.
6. Click Create.

Status Flow:

Waiting (until the preceding task is completed) → In Progress → Completed.

3. After the Main Task (Status: Pending)

After the Main Task refers to tasks that are triggered only once the main task is completed. These tasks have a Pending status until the associated main task is completed.

How to Add Tasks After the Main Task:

1. Turn on the Group Tasks toggle.
2. Enter the Task Name (e.g., Finalization).
3. Set the Start Mode to After Main Task.
4. Choose Pending as the status to ensure the task will not begin until the main task is completed.
5. Optionally, add subtasks and define the Due Date.
6. Click Create.

Status Flow:

Pending (until the main task completes) → In Progress → Completed.

4. Custom Tasks (Status: Custom Waiting Period)

Custom tasks allow you to define the start time relative to other tasks. You can set a custom waiting period for these tasks before they transition to In Progress.

How to Add Custom Group Tasks:

1. Turn on the Group Tasks toggle.
2. Enter the Task Name (e.g., Update Daily Tracker).
3. Set the Start Mode to Custom.
4. Specify the Start Date (e.g., After 2 Days from Task Creation).
5. Set the Custom Waiting Period status based on the timing configured. You can set a time delay before the task transitions to In Progress.
6. Optionally, add subtasks and define the Due Date.
7. Click Create.

Status Flow:

Custom Waiting Period → In Progress → Completed.

Task Dependencies and Configuration

Task dependencies ensure that tasks are executed in a specific order. You can configure tasks to depend on one another, with custom triggers for when a task should start. Below are the options available for task dependencies:

• Preceding Tasks: The task can only begin once the previous task is completed.
• After Main Task: The task starts after the main task finishes.
• Custom Delay: Custom configuration allows you to start the task after a delay, for example, starting 2 days after the main task is completed.

Subtask Settings

Permission Settings