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Tasks

Overview

The Tasks page is an upcoming feature designed to help administrators manage and track tasks associated with various groups and projects within the CAG. This page will provide a structured and organised view of all current and archived tasks and their statuses.

Task Management Flow Diagram

Below is a chart that illustrates the relationships between the different roles and how task lists can be created and used across the system. The larger boxes highlight the focal point of this section.

flowchart TD

    subgraph User
        A1[Create New Task]:::focus --> A2[Tasks]:::focus
        A3[Import Tasks from Project Task List]:::focus --> A2
    end

    subgraph Project Admin
        B1[Create Project Task List] --> B2[Task List]
        B3[Import Task List from Template] --> B2
    end

    subgraph Super Admin
        C1[Create Task List Template] --> C2[Template]
    end

    C2 --> B3
    B2 --> A3
    classDef focus font-size:1.2em,font-weight:bold,stroke-width:3px

How to Import a List of Tasks

  1. Navigate to the Tasks section within a specific group in your Project.
  2. Press the Import from Task Template button.
  3. Search for the relevant task list.
  4. Press the Save button.
  5. The template tasks have been added and are now visible in the Tasks Table.

How to Add a Task

  1. Navigate to the Tasks section within a specific group in your Project.
  2. Press the Add new task button, which will open the Create Task pop-up.
  3. Fill in the Task Information:
    • Title: Enter the title of the task.
    • Description: Provide a brief description of the task.
    • Status: Select the current status of the task (e.g., Pending, In Progress, Completed).
  4. Press the Save button.
  5. A new task has been added and is now visible in the Tasks Table.

How to Edit a Task

  1. Navigate to the Tasks section within a specific group in your Project.
  2. Locate the task you wish to edit in the Tasks Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Edit option to open the Edit Task pop-up.
  5. Update the task information as needed:
    • Title: Modify the title of the task.
    • Description: Update the description of the task.
    • Status: Update the current status of the task.
  6. Press the Save button to apply the changes.

How to Delete a Task

  1. Navigate to the Tasks section within a specific group in your Project.
  2. Locate the task you wish to delete in the Tasks Table.
  3. Press the button in the Actions column, which will open a menu.
  4. Press the Delete option, which will open a confirmation pop-up.
  5. Press Yes, I'm sure to confirm the deletion or choose No, cancel to stop the task from being deleted.

How to Search and Navigate Tasks

To efficiently manage and locate specific tasks, use the search functionalities provided on the Tasks page:

  1. Search Tasks:

    • Use the search bar at the top of the page to enter keywords related to the task you are looking for.

  2. Navigate Through Pages:

    • Use the pagination controls at the bottom of the table to navigate through different pages of tasks. Adjust the number of rows displayed per page using the dropdown menu.