Introduction to Task Manager
Task Manager represents the following items in Kanban or Table mode:
- Active steps of different process started instances
- Tasks (related to any process or not)
- Issues (related to any process or not)
In the Kanban mode (1) Task Manager allows to manage items (steps, tasks and issues) by changing their status. This can be done by moving proper Card (2) between columns (3). To show items that match user's needs user can toggle item types by clicking on them (4), select pre-defined or custom Views (saved filters, 5) or filter items flexibly (6):
Cards (in Kanban mode) or Rows (7) in Table mode (8) have colored left borders that visually indicate type of the item shown:
- Green - process Step which has "Active" status
- Gray - process Step which has "Pending" status
- Blue - a Task
- Red - an Issue
- Yellow - an External Task
The Top Toolbar has the following elements:
- Views selector (5, see above)
- Items Type toggler (4, see above)
- Some additional information (9) that represents number of items and currently applied sorting order
- "Add" menu (10) that allows to add task, issue or record of allowed objects (standard or custom)
- Task Manager mode switcher (11)
- Filter sidebar toggler (6, see above) that shows or hides filters sidebar
- Sorting order selector (12)
- "Refresh" button (13) that is useful to reload (actualize) dashboard items without losing applied filters
- "Settings" button (14) that shows Task Manager Settings form
- Dashboard switcher (15) that allows to switch between Task Manager, Planning and Progress Dashboards
Card (or Row) represents some item information. Links on it opens related records/objects or shows some item tab in the right sidebar (see more in the proper article). When clicked, item becomes highlighted (16) and shows the sidebar with proper item tabs (17) and buttons (18):
Item tabs are the same as shown in Process Progress Component and give the same abilities.
Control buttons (17) are depending on item type and settings:
- Process steps that are manual will have "Proceed" button
- Steps that are decisions (approval) will have "Approve" and "Reject" buttons
- Tasks and Issues will have "Accept", "On Hold", "Restart" and"Complete" buttons depending on column they are in, and task/issue settings (where buttons can be enabled or disabled)
Also, these buttons can have custom labels (if they are set in step settings or task/issue properties):
When clicked these buttons proceed/approve/reject proper step or change state of task/issue and right sidebar become closed. Proceeding can be performed asynchronously and following steps can be loaded into right sidebar automatically, if make proper changes in dashboard settings.
In order to see only necessary items, Task Manager dashboard has the filtering ability.
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