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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 detailed descriptions and attachments
  • Kanban Board View: Visual drag-and-drop board for task management
  • List View: Traditional list view for task overview and filtering
  • Task Assignments: Assign tasks to individual employees or teams
  • Priorities: Set priority levels (Low, Medium, High, Urgent) for tasks
  • Due Dates: Set deadlines and track overdue tasks
  • Entity Linking: Link tasks to any entity (projects, clients, employees) via polymorphic relationships

Requirements​

  • Open Core Business Suite (Base System)

Installation​

  1. Download the Task System module package
  2. Extract the module to Modules/TaskSystem
  3. Run the installation command:
php artisan module:enable TaskSystem
php artisan migrate
  1. Clear the application cache:
php artisan optimize:clear

Usage​

Creating Tasks​

Navigate to Productivity > Tasks to create and manage tasks:

  • Define task title and description
  • Set priority and due date
  • Assign to employees
  • Add attachments and comments

Kanban Board​

Access the Kanban board view for visual task management:

  • Drag and drop tasks between columns
  • Customize columns based on your workflow
  • Quick status updates with visual feedback
  • Filter tasks by assignee, priority, or due date

List View​

Use the list view for comprehensive task management:

  • Sort and filter tasks by any field
  • Bulk actions for multiple tasks
  • Export task lists for reporting
  • Advanced search functionality

Task Assignments​

Assign tasks to team members:

  • Single or multiple assignees
  • Track assignment history
  • Notification on assignment changes
  • Workload visibility across team

Entity Linking​

Link tasks to related entities:

  • Associate tasks with projects
  • Link to clients or customers
  • Connect to employees or departments
  • Maintain context across the system

Configuration​

Access module settings at Settings > Task System to configure:

  • Default task statuses
  • Priority levels and colors
  • Notification preferences
  • Kanban board columns
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