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Manage your tasks / todo lists, use user and team assignments and track times for them

Task management

Table of contents

Add “tasks” which are used to start and group timesheet records.

Each task has the following fields:

  • Title
  • End date (optional)
  • User (optional: if left empty, the task can be self-assigned from the “pending tasks” widget)
  • Team (optional: if given, only users from this team see this task and can assign it)
  • Customer (will be copied to the started timesheet)
  • Project (will be copied to the started timesheet)
  • Activity (will be copied to the started timesheet)
  • Description (will be copied to the started timesheet)
  • Tags (will be copied to the started timesheet)
  • Time estimation (optional: if given, a progressbar for duration vs estimation will be shown in the listing page)

Ships a new report, which lists all users with the number of assigned tasks and the progress (via estimation or duration).

You can configure the permissions in multiple ways:

  • First version: allows self-management by the user via the dashboard widgets, by assigning to pending tasks
  • Second version: only the “My tasks” widget will be shown, listing page is hidden from “normal users” and teamleads will plan the work schedule (a list of tasks) for the users, who then use the widget to start/pause/stop their assigned tasks.

A task can reach the “overdue” status, which means:

  • the task reached its end date without being finished
  • the duration of all logged entries is higher than the estimation of the task

Task can also be managed via the API.

Dashboard widgets

Two new dashboard widgets belong to the Task management.

The amount of rows in the dashboard widgets can be configured in the user-preferences.

My tasks widget

Displays all tasks which:

  • are not “closed”
  • are assigned to you

This widget has the following UI elements (if permissions are set for the user):

  • a checkbox to close the task (moving to status done will stop all related timesheet entries)
  • a title
  • a status indicator (colored “red” if the task is overdue, otherwise green)
  • a “Play” or “Pause” button (pause means that you already recorded times for the task)
  • an “Edit” button to change the task fields
  • an “Unassign” button (will stop all related timesheet entries and move the task to the “Pending tasks widget”)
  • a “Delete” button (will remove the task entirely, but keep the related timesheet entries)
  • a “Create” button (create a new task for the currently logged-in user)

Pending tasks widget

Displays all tasks which:

  • have the “pending” status
  • are not assigned to a user
  • can be seen by the user (via team assignment or completely unassigned tasks)

This widget has the following UI elements (if permissions are set for the user):

  • a title
  • a status indicator (colored “red” if the task is overdue, otherwise green)
  • an “Edit” button
  • an “Assign” button (move the task back to the “My tasks widget”)
  • a “Delete” button (will remove the task entirely, but keep the related timesheet entries)
  • a “Create” button (create a new pending task)

Permissions

This bundle introduces new permissions, which limit access to certain functions:

Permission Description
task_edit_own Create and edit tasks that are assigned to the currently logged-in user.
task_edit_other Allows to edit all tasks that are visible to the user. Create new unassigned tasks, assign team and user. Remove assignment and close tasks which are assigned to another user (stops running records).
task_assign Self-assign a pending task by the currently logged-in user. Required to see the “Pending tasks” widget on the dashboard.
task_start Start a task. Only possible if task is assigned to the current user. Required to see the “My tasks” widget on the dashboard.
task_close Close a task. Possible if task is assigned to the current user or the user owns the task_edit_other permission. The task will be removed from the “My tasks” widget after it is reloaded (until then it can be reopened).
task_delete Delete any existing task.
task_view Gives access to the task administration and task reports

A pre-configured permission set for all default user roles is applied by the plugin, please adjust them to your needs.

The following restrictions are in place for accessing other user’s data:

  • can only be seen by users who own the view_other_timesheet
  • users that own the task_view permission but NOT view_other_timesheet will only see own/assigned tasks
  • the visible data for non-admin users (permission view_all_data) is limited by team assignments

A pre-configured permission set for all default user roles is applied by the plugin. Please adjust them to your needs in “User > Role & permissions” administration.