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Task System

Standalone task management with Kanban board, list view, and polymorphic entity linking.

Features​

  • Task Creation: Create and manage tasks with titles, descriptions, due dates, and reminders
  • Kanban Board View: Visual drag-and-drop board organized by task status columns
  • List View: DataTable list view with sorting and filtering
  • Task Assignments: Assign tasks to individual employees
  • Priorities: Configurable priority levels with custom colors
  • Statuses: Configurable task statuses with custom colors and ordering
  • Due Dates: Set deadlines and track overdue tasks
  • Entity Linking: Link tasks to any entity (projects, clients, employees) via polymorphic relationships
  • Task Notifications: Automatic notification when a task is assigned to a user

Requirements​

  • Open Core Business Suite (Base System)

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Task System and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable TaskSystem
php artisan migrate

Usage​

Creating Tasks​

Navigate to Task Manager > All Tasks to create and manage tasks:

  • Define task title and description
  • Set priority and due date
  • Set a reminder date/time
  • Assign to an employee
  • Link to a related entity (polymorphic linking)

Kanban Board​

Access the Kanban board view for visual task management:

  • Drag and drop tasks between status columns
  • Columns are defined by your configured task statuses
  • Quick status updates by moving cards
  • View assignee, priority, due date, and related entity on each card

List View​

Use the DataTable list view for task management:

  • Sort tasks by any column
  • Filter tasks by status, priority, or assignee
  • Mark tasks as complete directly from the list
  • Edit or delete tasks via action menu

Task Assignments​

Assign tasks to team members:

  • Assign a single user per task
  • Assigned user receives a notification

Entity Linking​

Link tasks to related entities:

  • Associate tasks with any registered entity type (e.g., projects, clients)
  • Search and select related entities when creating or editing tasks
  • View related entity information on task cards

Configuration​

Access task settings at Task Manager > Settings:

  • Task Statuses: Create, edit, reorder, and delete task statuses with custom names and colors. Mark one status as default and one as the completed status.
  • Task Priorities: Create, edit, reorder, and delete priority levels with custom names and colors. Mark one priority as default.

Changelog: View version history

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