Task management plugin

A Kimai plugin, which allows you to plan your work and distribute tasks among your users and teams. It features two new dashboard widgets and a new “Task management” administration view.

Features

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).

This bundle ships two new dashboard widgets (see screenshots).

• The amount of rows in the dashboard widgets can be configured in the user-preferences
• With the help of the dashboard widgets every user can manage their work

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. Documentation can be found in the plugins demo - credentials here.

Dashboard widgets

This bundle ships two new dashboard widgets (see screenshots).

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:

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.

Compatibility

Plugins should always be compatible with higher Kimai versions, the following list contains the plugin version and the required minimum Kimai version.

Copy files

Extract the ZIP file and upload the included directory and all files to your Kimai installation to the new directory:

var/plugins/TaskManagementBundle/

The file structure needs to like like this afterwards:

var/plugins/
├── TaskManagementBundle
│   ├── TaskManagementBundle.php
|   └ ... more files and directories follow here ...

Clear cache

After uploading the files, Kimai needs to know about the new plugin. It will be found once the cache was re-built. Call these commands from the Kimai directory:

bin/console kimai:reload --env=prod

bin/console cache:clear --env=prod
bin/console cache:warmup --env=prod

You might have to set file permissions afterwards:

chown -R :www-data .
chmod -R g+r .
chmod -R g+rw var/
chmod -R g+rw public/avatars/

Create database

Run the following command:

bin/console kimai:bundle:tasks:install

This will create the required database tables and update them to the latest version.

Updating the plugin works exactly like the installation:

• Delete the directory var/plugins/TaskManagementBundle/
• Execute all installation steps again:
  • Copy files
  • Clear cache
  • Update database with bin/console kimai:bundle:tasks:install