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Task Manager

Addon Required

This feature requires the Task System addon to be enabled. Go to Settings > Addons to activate it.

The Task Manager provides a system for creating, assigning, and tracking tasks across your organization. Tasks can be linked to other entities in the system (such as projects, clients, or employees) and organized using customizable statuses and priorities.

All Tasks​

Navigate to Task Manager > All Tasks to view and manage tasks.

Task List View​

The task list displays all tasks in a DataTable with the following columns:

  • Title (completed tasks appear with strikethrough styling)
  • Status (color-coded badge)
  • Priority (color-coded badge)
  • Assigned To (employee avatar and name)
  • Related To (linked entity name and type, if any)
  • Due Date

Filtering​

Use the filters above the task list to narrow results:

  • Status Filter: Filter by a specific task status
  • Priority Filter: Filter by a specific task priority
  • Assigned To: Filter by the assigned employee

Kanban Board View​

Tasks can also be viewed as a Kanban board, where columns represent task statuses. Tasks are grouped by status and displayed as cards showing:

  • Task title
  • Priority badge
  • Due date (overdue tasks are highlighted)
  • Assigned user avatar
  • Related entity (if linked)

You can drag and drop task cards between status columns to update their status. Moving a task to a column marked as the completed status automatically marks the task as complete with a timestamp.

Creating a Task​

  1. Click the Add Task button
  2. Fill in the task details in the side panel form:
    • Title (required)
    • Description (optional)
    • Status (defaults to the default status if not selected)
    • Priority (defaults to the default priority if not selected)
    • Due Date (optional)
    • Reminder At (optional, must be a future date/time)
    • Assigned To (optional, select an employee)
    • Related To (optional, select a type and then search for the specific entity)
  3. Click Save

When a task is assigned to an employee, they receive a notification about the new assignment.

Editing a Task​

  1. Find the task in the list or board view
  2. Click Edit from the actions menu
  3. Update the desired fields in the side panel form
  4. Click Save

Marking a Task Complete​

There are two ways to mark a task as complete:

  • Quick Action: Click Mark Complete from the actions menu on any incomplete task. This sets the task status to the designated completed status and records the completion timestamp.
  • Status Change: Change the task status to any status marked as a completed status, either through the edit form or by dragging the card in Kanban view.

Completed tasks show the completion date and the user who marked them complete. Moving a completed task back to a non-completed status clears the completion record.

Deleting a Task​

  1. Click Delete from the actions menu
  2. Confirm the deletion

Tasks are soft-deleted and removed from the active list.

Tasks support linking to other entities in the system through a polymorphic relationship. When creating or editing a task:

  1. Select the entity type from the Related To dropdown
  2. Search for and select the specific record

The available entity types depend on which modules are active in your system.

Settings​

Task Statuses​

Navigate to Task Manager > Settings > Task Statuses to manage the statuses available for tasks.

Task statuses define the workflow stages that tasks move through (e.g., To Do, In Progress, Done). They appear as columns in the Kanban board view.

Each status has the following properties:

PropertyDescription
NameThe display name of the status (must be unique)
ColorA color for the status badge
Is DefaultWhether this status is automatically assigned to new tasks
Is Completed StatusWhether this status represents a completed task
PositionThe display order (used for Kanban column ordering)

Creating a Status​

  1. Click Add Status
  2. Enter the status name (required, must be unique)
  3. Choose a color
  4. Optionally mark as default or completed status
  5. Click Save

Only one status can be the default at a time. Setting a new default automatically removes the default flag from the previous one. The position is auto-assigned to the end of the list.

Reordering Statuses​

Drag and drop statuses in the list to change their display order. The order determines the column arrangement in the Kanban board view.

Deleting a Status​

A status cannot be deleted if it is currently assigned to any tasks. You also cannot delete the default status unless it is the only status remaining. Reassign tasks to a different status before deleting.

Task Priorities​

Navigate to Task Manager > Settings > Task Priorities to manage the priority levels available for tasks.

Each priority has the following properties:

PropertyDescription
NameThe display name of the priority (must be unique)
ColorA color for the priority badge
Is DefaultWhether this priority is automatically assigned to new tasks
LevelThe numeric priority level (determines sort order)

Creating a Priority​

  1. Click Add Priority
  2. Enter the priority name (required, must be unique)
  3. Choose a color
  4. Optionally mark as default
  5. Click Save

Only one priority can be the default at a time. The level is auto-assigned as the next value in the sequence.

Reordering Priorities​

Drag and drop priorities to change their display order. The order updates the level values accordingly.

Deleting a Priority​

A priority cannot be deleted if it is currently assigned to any tasks. You also cannot delete the default priority when other priorities exist. Reassign tasks to a different priority before deleting.

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