Task management on canvas
Last updated
Last updated
This article will tell more about the statuses of tasks, components, and the order in which operations are triggered. Learn which permissions allow to manage tasks at certain levels, how to configure them correctly and what connection between tasks statuses and production.
Management production and statuses: To Do, Reopened, In Progress, On-Hold, Blocked, Done, Canceled
Change the status to another one for certain sets of permissions
Management of the "In queue" functionality
More action in production
After the launch, production can be switched to two statuses: Stopped and Canceled.
Stopped status
If a production item is Stopped, the system highlights the task links in red on the canvas, indicating that production is stopped.
When the performer completes the last task that was unlocked for execution or the manager changes its status to “Completed” or “Canceled”, the system does not unlock the next task until the production moves to the “In progress” state.
Canceled status
If a production item is Canceled, the system cancels all components, tasks within components, and all production tasks. And makes the bar 100% complete with progress.
The Canceled status cannot be undone.
When the performer hovers over the status, the system shows hint when the production was canceled.
Users can switch task statuses at any time till the task is done, including when a task is in “In queue” state. The set of following statuses depends on the status in which the task is currently.
Changing task statuses also depends on user permissions.
In this article, all examples and use cases are presented from a user who has all permissions. More about permissions read in this article.
A task can be transferred from the To do status to the following statuses:
In progress - user starts the task in the application or the manager changes the status. The system starts a timer and adds user to reward table.
Blocked - user or manager changes the status to Blocked. The system pauses the timer and blocks the task for the user.
On hold - user stops the task tracker or the manager changes the status to On hold or clicks on the pause icon on the task control panel.
Reopened - if the task was closed and needs to be reopened, the manager can change the status to Reopened.
Canceled - manager changes the status to Canceled. The system immediately stops the timer, blocks user's task, updates the progress bar, and adds an data to tooltip. The task is skipped in the production process.
From the In progress status, a task can be transferred to the following statuses:
Done - user completes the task or the manager changes the status to Done. The system stops the timer, updates the status of the production item, and update user data in the reward table.
Blocked - user or manager changes the status to Blocked. The system pauses the timer and blocks the task for the user.
On hold - user stops the task tracker or the manager changes the status to On hold or clicks on the pause icon on the task control panel.
Canceled - manager changes the status to Canceled. The system immediately stops the timer, blocks user's task, updates the progress bar, and adds an data to tooltip. The task is skipped in the production process.
From the Blocked status, a task can be transferred to the following statuses:
On hold - user stops the task tracker or the manager changes the status to On hold or clicks on the pause icon on the task control panel.
In progress - user starts the task in the application or the manager changes the status. The system starts a timer and adds user to reward table.
Canceled - manager changes the status to Canceled. The system immediately stops the timer, blocks user's task, updates the progress bar, and adds an data to tooltip. The task is skipped in the production process.
If the user may not have permission to transfer a task to another status from the Blocked status
A task can be transferred from the On hold status to the following statuses:
Blocked - user or manager changes the status to Blocked. The system pauses the timer and blocks the task for the user.
In progress - user starts the task in the application or the manager changes the status. The system starts a timer and adds user to reward table.
Canceled - manager changes the status to Canceled. The system immediately stops the timer, blocks user's task, updates the progress bar, and adds an data to tooltip. The task is skipped in the production process.
From the Reopened status, a task can be transferred to the following statuses:
In progress - user starts the task in the application or the manager changes the status. The system starts a timer and adds user to reward table.
Blocked
On hold
Canceled
From the Canceled status, a task can be returned to the following statuses:
To do
Blocked
On hold
From the Done status, a task can be returned to the following statuses:
In Progress
Reopened
There are specific conditions under which a task can be moved back from "Done" to "In Progress." These conditions differ slightly depending on whether it’s a manager or a performer making the change:
For Managers:
The root workflow hasn’t been completed yet. This means the entire workflow must not be marked as "Done" or "Canceled."
The task must have been completed within the current reporting period. If the reporting period is already closed, corrections can still be made, but only if the allowed correction period hasn’t expired.
Managers can move a task from "Done" to "In Progress" as many times as needed, as long as the workflow is still active (not finished).
For Performers:
The option "Allow undoing task status change from 'Done' to 'In Progress'" must be enabled in the system settings.
The task must have been completed within the current reporting period, and the reporting period should still be open at the time of attempting to undo the task status.
The root workflow must still be active. If the entire workflow has already been marked as "Done" or "Canceled," the task cannot be reverted.
"In queue" feature allows users to receive their tasks only after the previous one is completed.
Workflow tasks displays in “In queue” state:
only workflow tasks that are related on canvas have an “In queue” state (not components or additional tasks)
tasks in “In queue” state displays for performers, but in this state they can`t start the task tracker and accept tasks
tasks obtain “In queue” state at once after production launching and keep it till previous tasks are done
the status sequencing rule does not work for stopped productions
the task that is next in the flow after the Stopped component does not automatically lose the "In queue" status
“In queue” state allows status sequence rule to work:
When the previous task receives the status of Done, this causes the next task in the queue to leave “In queue” state and receive the status it is in:
Start the task: set assignee and change status to "In Progress"
Finish the task
Next task will automaticaly unlock for performing
If there are several preceding tasks at the same time (several incoming connections), all of them must be in the Done status for the next task to turn off the “In queue” state.
Also, “In queue” can be turned off manually if it's necessary. To manage the “In queue” state, you need to have the appropriate permission granted by the admin or manager.
To manage “In queue” state:
Hover over the locker near task status
Click on the “In queue” locker
Click again to return “In queue” state to the task
Read on to learn more...
