Operations with Task

1. Update Task

There are 2 ways to update task:

1. Update task manually

2. Update at task list

Note: The employees must be granted permission to edit, specifically as follows:

• Members who are granted permission to edit ticket will be able to edit tasks:  

• Tasks are assigned

• Tasks create for yourself

• Admins who are granted permission to edit ticket can edit shared tasks

• Owner can edit any task.

1.1. Update task

Step 1: Open task list, press button at task which you want to edit

The page moves to the task editing page. 

Step 2: Change the desired information and press Save

Enter and change the same information when creating task

• Status

• Description

• Group

• PIC (employee)

• Priority

• Category

• Customer, related to order

• Attach files

• Share

2.2. Update at Task list

Step 1. At the menu on the left, press Tasks to open task list page

Step 2. Press the title of any task -> The right window appears allowing editing task information (see image in step 3)

Step 3. Change the desired information and press Save

2. Assign task

Employees can assign Tasks to other employees or themselves.

There are 3 ways to assign task:

• Assignment at the task information page

• Assign Task at the task updating page

• Assignment at the task list page

• Assign a series of the task on the Task List page

2.1. Assignment at the tại trang thông tin Task

Step 1. At the menu on the left, press Tasks to open task list page, press View button at any task

The page redirects to the task detail information page.

Step 2. Enter the person in charge’s name to open the editing dialog box

Step 3. Choose the desired employee and press the green tick to save changes.

2.2. Assign Task at the task updating page

Step 1. Open task list, press Edit button at task which you want to edit

Step 2. At the task editing page, change person in charge to the desired employee

Step 3. Press Save to save change.

2.3. Assign at the task list page 

Step 1. At the menu on the left, press Tasks to open the task list page 

Step 2. Press the title of any task -> The right window appears allowing editing task information (see image in step 3)

Step 3. Change person in charge and press Save button 

2.4. Assign a series of Tasks on the List page

Step 1. At the menu on the left, press Tasks to open Task list page

Step 2. Tick Tasks which need to assign, press Person in charge button

Step 3. Select the object to assign 

• Select Group: “None” or the group containing the employee to be chosen.

• Choose a responsible Person as the employee you want to assign.

3. Complete Task

When the task is completed, the employee needs to Done task (complete the Task). 

There are 2 ways to complete:

• Complete the task at the Task detail page

• Complete a series of tasks at the task list page

Note: Only authorized employees are allowed to complete the Task

To reopen the task, you can edit the task status according to the instructions in part 1. Updating the Task

3.1. Complete task at the task detail page

At the task information page, press the DONE status to complete the task.

3.2. Complete a series of tasks at the task list page

Step 1. At the menu on the left, press Tasks to open Task list page 

Step 2. Tick tasks which need to complete, press Complete and confirm completion

4. Delete Task

Owner is allowed to delete any task

Admin is allowed to delete the shared tasks

Member is only allowed to delete tasks created by that member

Open Updating task page, press Delete button and confirm to complete

5. Notification before Task expires

There are 3 levels of warnings for a task about to expire:

• Before the deadline of 15 minutes 

• Before the deadline of 10 minutes

• Before the deadline of 5 minutes

All task expiration notifications will appear on the screen until the employee confirms or chooses to inform.

A warning will appear in the middle of the screen, with the Task ID. Clicking on the task ID will open the Task details page that needs to be completed.