Manage tasks

Tasks at /tasks are the operational work center. The page combines team work, personal triage, recurring templates, and approvals without requiring separate navigation entries.

#Task views

Employees see All, My Today, and My Tasks. Additional views depend on role and module grants. An unauthorized ?tab= value falls back to All.

#Create a task

Open /tasks/new as a SUPER_ADMIN or MANAGER.

1. Enter the title, description, assignee, status, and priority.
2. Set the schedule. The end time acts as the deadline.
3. Choose one time, daily, or weekly recurrence.
4. Link the task to a project or supported business record where needed.
5. Decide whether manager approval is required for completion.
6. Save the task.

Recurrence is fixed at creation for an existing template. Create a new template if the recurring pattern itself must change.

#Complete and postpone

The assignee, SUPER_ADMIN, or MANAGER can complete a permitted task. If approval is not required, completion is final for that occurrence. If approval is required, the task moves to Waiting Approval until a reviewer decides.

The assignee or manager can postpone an eligible task. Use postpone when the due date genuinely changed, not to hide overdue performance.

#Archive, delete, and restore

Managers can archive templates or move tasks to Trash. Recently deleted tasks are at /tasks/trash.

Recurring deletion offers distinct choices: remove only the current row, stop future occurrences, or delete the recurring set. Read the confirmation carefully. Stopping future occurrences preserves past history.

Restoring a recurring template resumes future occurrence generation when the restored template is active.

#Common problems