Introduction

Overview and User Actions

Overview

The Tasks page serves as the central hub for managing and organizing all tasks within the system. It allows users to customize the table view, track task progress, and access essential task-related information, ensuring seamless workflow management.

The page offers flexibility through quick actions via context menus, and dynamic filters to streamline task tracking. With permissions-based access, users can securely view or edit tasks based on their roles.

By reading this article, you will learn how to optimize the Tasks page to suit your needs and navigate its features effectively.

Rules and Information for the Tasks Page

1. Customizing of the Task Table

   • You can adjust the table view to suit your needs:

     • Drag and drop columns to rearrange their order.

     • Pin columns to keep them fixed in place.

     • Select or deselect columns to choose which ones are displayed.

     Read more about this in the article below

2. Saving Table Settings

   • Your customized table settings (column order, pinned columns, selected columns, and applied filters) are saved automatically in the database for your account.

3. Using the Context Menu

   • Right-click on any cell to open the context menu. By default, the menu includes the following options:

     • Copy value: Copies the cell's value.

     • Copy link: Copies a direct link to the task.

     • Open task: Opens the task in a new window.

     • Open root production: Opens the main (root) production workflow in a new tab.

     • Open production: Opens the production workflow where the task is located in a new tab.

     

     Read more about this in the article below

4. More Actions Menu

   • Each task row includes a “More actions” menu with the following options:

     • Copy link: Copies a link to the task.

     • Open task: Opens the task in a new window.

     • Open root production: Opens the root production workflow in a new tab (if applicable).

     • Open production: Opens the production workflow where the task is placed in a new tab.

     

     Read more about this in the article below

5. Task Information in Root Production

   • If a task belongs to the root (main) production, the following columns will duplicate information from their corresponding root production columns:

     • Product name → Root product name.

     • Product version → Root product version.

     • Product configuration → Root product configuration.

     • Product variant → Root product variant.

     • Production deadline → Root product deadline.

6. Task Counter

   • The number next to the Task title indicates the total number of tasks in the system.

   • This counter updates dynamically based on any applied filters.

7. Access Permissions

   • Viewing the Tasks page requires the Task view permission.

   • Editing tasks or settings on the page requires the Task edit level permission.

Actions with the Tasks table columns

Actions you can do with table columns:

Move a column

This action can be done throught the sidebar or directly in the table.

1. Open the Tasks page

2. Hold down the column you want to move

3. Drag in the direction (right/left) you want to move the column

OR

1. Open the Tasks page

2. Open the Sidebar

3. Hold down the column you want to move

4. Drag in the direction (up/down) you want to move the column

Move a section (group) of columns

The moving principle is the same as with columns. This action also can be done throught the sidebar or directly in the table.

1. Open the Tasks page

2. Hold down the section you want to move

3. Drag in the direction (right/left) you want to move the column

OR

1. Open the Tasks page

2. Open the Sidebar

3. Hold down the section you want to move

4. Drag in the direction (up/down) you want to move the column

And there is option to move separete column from the one section.

Turn columns and section on/off

1. Open the Tasks page

2. Open the Sidebar

3. Click on the column or section to on it or off

Pin columns

1. Open the Tasks page

2. Choose column to pin

3. Click on the “More actions” menu on the column header

4. Hovering over the “Pin Column” option choose option for pin - Left or Right

5. Pin the column

It's possible to pin more than one column. To unpin column choose "No pin" option.

Search column

1. Open Sidebar

2. Put a coursor intho the search field and input the search query

3. System dynamically shows all colums that correspond to the search query with the group title

Read more about filtering and sorting the columns themselves in this the article.

Actions with the Tasks table cells

This part tells about actions you can do with table cells and provide instructions for better navigation.

Open task

1. Open Tasks page

2. Find a "Task key" column

3. Click ov the task key

4. System opens the task in following tab

Open production

1. Open Tasks page

2. Find a "Production key" column

3. Click on the task's production key

4. System opens the production workflow (in which this task placed) in following tab

Open root (main) production

1. Open Tasks page

2. Find a "Production key" column

3. Click on the task's root production key

4. System opens the production workflow (in which this task placed) in following tab

If the task is part of the root (main) production, the “Open root production” option is hidden.

Assign the user

1. Open Tasks page

2. Find a "Assignee" column

3. Click on the icon in the ”Asignee” cell

4. Choose a user from drop-down a list of candidates

Change task status

1. Open Tasks page

2. Find a "Assignee" column

3. Click on the status icon in the ”Task status” cell

4. Choose a status from drop-down a list with the possible next statuses

Read more about switching from different statuses here.

Change task reward

1. Open Tasks page

2. Find a "Assignee" column

3. Click on the reward in the ”Basic reward” cell

4. In the modal window change the task basic reward

5. Click "Save" for changing the task basic reward

Change task priority

1. Open Tasks page

2. Find a "Assignee" column

3. Click on the priority icon in the ”Task priority” cell

4. Choose a priority from drop-down a list with the possible next priorities

5. System changes priority immideately according to the select option

Turn on/off task "In queue" state

1. Open Tasks page

2. Find a "Assignee" column

3. Click on the “In queue” icon

4. System turns off “In queue” state for the specified task immideately

To turns on “In queue” state do the same steps but for task which had been unlock for performing before.

By following these guidelines, you can efficiently navigate and manage tasks on the Tasks page.