Task list

Overview

The Tasks Page in the mobile app provides a streamlined and organized view of all tasks, allowing users to manage, filter, and group tasks effectively. It adapts dynamically to user preferences and company-wide settings, ensuring an intuitive experience for tracking and updating task progress. The page enables users to view tasks grouped and filtered by their selected options, save their preferred configurations, and automatically sort tasks by priority, due date, and deadlines. Users can expand or collapse task sections, dynamically view changes in real time, and easily navigate task hierarchies. Additionally, it supports seamless updates to task information, ensuring efficient task management without manual refreshes. By reading this article, you will learn how to navigate and customize the Tasks Page, manage tasks using grouping and viewing settings, and understand how task priorities and hierarchies are displayed. You will also discover how dynamic updates ensure task accuracy and efficiency.

Rules and Information for the Task List

1. Default Opening State:

   • When the user opens the mobile app for the first time, the system automatically navigates to the Task List screen with the "In queue" filter enabled and "By status" grouping option selected. More about grouping and viewing here.
   • The system remembers the last viewed screen, including the selected filters, groupings, and viewing options, when you open it again.

   • Tasks default sorting based on these rules:

     1. Priority (highest → lowest).

     2. Task due date (closest → farthest).

     3. Production deadline (closest → farthest).

   • Example: A high-priority task with the earliest deadline appears at the top of the list.

2. Collapsible Sections:

   • Tasks are grouped into collapsible sections based on the grouping option (e.g., by status or by priority).

   • Each section has a counter displaying the number of tasks in that group.

3. Hierarchy Display Rules:

   • Tasks linked to component or additional productions display their full hierarchy in the format: Root Production > Parent Production > Production Name.

   • The hierarchy is displayed only for relevant tasks and is aligned across the Task List, task details, and the Home screen.

4. Missing Information Handling:

   • If a task lacks any of the following attributes: Client, External order number, Marketplace order number, Start date or Deadline system marks the attributes as blank.

5. Dynamic Updates:

   • The task list updates in real-time. Any changes (e.g., task status updates, edits to deadlines) are reflected dynamically without requiring a manual refresh.

Actions with the task list

Open sections

1. Open the "Tasks List" screen

2. Click on the specific section to open

Open task

1. Open the "Tasks List" screen

2. Expand any section containing the task you want to view

3. Click on the specific task

4. The system will open the "Task Detailed View", where you can see detailed information about the task

Change assignee

1. Open the "Tasks List" screen

2. Open "To do" section or apply the "To Assign" filter to the tasks list

3. Expand the "To do" or "To Assign" section (if not already expanded)

4. Find a task in the section

5. Click on the "Assign" button or assign user if you have permission to do it

   1. The task will be assigned to you

   2. Your avatar will appear in the user slot for the task

   3. The task will move to the "To Do" section

Change task status

1. Open the Tasks List screen

2. Expand the desired section that contains the task you want to update

3. Click on the status icon for the specific task

4. In the "Change Status" modal select the desired status for change

5. The system will:

   1. Update the task's status and move it to the appropriate section

Undo task status change

If the task was transferred to Done and you have the rights to return the task to the "In Progress" status, then:

1. Press the "Undo" button

2. Or if you do not need to return the task to the In progress status, click the “ Close” button