Tasks

Tasks
Name:	Tasks
Tech Name:	Tasks
Class Name:	Task
Type:	Standard
Template:	Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	No
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

This module allows users to create new Task

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Business Description

This module allows you to create tasks that will be displayed to the Calendar.
tasks are displayed on the calendar based on the Start Date and Due Date. The lack of these dates means that the task is not displayed on the calendar.
Task can be assigned to an employee by filling the Assigned to field.

It is possible to create a task associated with:
Project
ProjectTask
Recruitments
Candidates
Candidatures
Onboardings
Offboardings

It is also possible to create a task for another task, and create
a note for a specific task via the Notes module.

The Task record can have various statuses: Not Started, In Progress, Completed, Pending Input, Deferred.

It is possible to set the priority of the task: High, Medium, Low

Board is a relatively new functionality of the module, which facilitates task management and allows you to edit and perform tasks on an ongoing basis in a simple and transparent way. All tasks in the system are presented in the form of a table in which each task status is a separate column, thanks to which we can see whether a given task is being processed or not. In order to move the task to another column and change the status, the user has to move the task drug and drop. n each task, the user can specify the priority of a specific record and the date of the task execution. All this information is visible on Board. The priority of the task is visible directly under the name and surname of the User assigned to the task. On the other hand, the due date is placed directly under the priority, if the time of the unfinished task is exceeded, then the task field is highlighted in red and an exclamation mark icon appears. From the Board level it is possible to create new tasks and edit existing ones. There is a plus icon under each status column. After clicking on it, a popup appears with the fields needed to be completed to create a new task. each task is visible as a separate field to move, to edit it you need to click on the field, a popup will appear with information about the task and after editing, for example, the status of the task will be automatically moved to the appropriate column.

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Custom Actions

Action	Type	Short Description
Close Task	Other	The button allows users to close Task
Close and create new	DetailView Button	The button allows users to close and create new Task

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Processes

Related Processes

Process	Short Description
Calendar	It is a functionality that allows the user to manage and track time in terms of meetings, working times, calls, holidays.
Meetings - Create new rekord	The process of creating a new meeting.
Offboarding	How to start and conduct an offboarding process
Onboarding	How to start and conduct an onboarding process
Time Management	The process of planning the time spent on various activities, which aims to increase the efficiency of the time used

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Related Process Steps

Process	Step Title	Short Description
Onboarding tasks	Tasks to be done during onbording process	Tasks generated in the onboarding process that the employee should perform independently.
Onboarding tasks	Generating onboarding	Generating onboarding for a new employee.
Onboarding tasks	Checking the tasks.	Checking the tasks on the Tasks subpanel.

Related Features

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Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
Feature:Conversion of Onboarding/Offboarding Elements	Automation	When a user uses the Generate action in onboarding templates (or onboarding menu, employee record) or in offboarding templates (or offboarding menu, employee record), he converts tasks and training into records in the Tasks and Training modules. Similarly, converts exit interviews into Exit Interviews records.
Feature:Dashlet My Calendar	Miscellaneous	My Calendar dashlet is a feature of the HCM System that provides a clear overview of your work schedule, tasks, calls, and meetings. From here you can efficiently manage your time, make adjustments, and access event details with ease, ensuring better organization and productivity.
Feature:Feature:Tasks - due date - color selection on the list view	Automation	Tasks due_date changes color if exceeded (View list)	Due Date	Due Date
Feature:Tasks - date start - Validation IsBefore	Validation	Validation IsBefore in module Tasks prevent setting up Due Date before Start Date	Start Date	Due Date	Tasks

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Initiating

Name	Type	Short Description	Initiating Fields	Affected Fields	Affected Modules
Feature:Close Onboarding/Offboarding if all other elements are closed	Automation	On save, if status of Exit Interview/Task/Training is equal to 'Held' or 'Completed' and record is an element of Onboarding or Offboarding, system checks if all other elements related to Onboarding/Offboarding are closed (Held or Completed). If so, status of Onboarding/Offboarding also changes to 'Held'.	Status, Status, Status	Status, Status	Offboardings, Onboardings
Feature:Tasks - date start - Validation IsBefore	Validation	Validation IsBefore in module Tasks prevent setting up Due Date before Start Date	Due Date	Start Date	Tasks

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Related Integrations

Structure

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Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Created By	relate	No		Yes	No
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Description	text	No		Yes	Yes
Due Date	datetimecombo	No		Yes	Yes
Due Time	datetime	No		Yes	Yes
Modified By Name	relate	No		Yes	No
No Due Date	bool	No		Yes	Yes
No Start Date	bool	No		Yes	Yes
Parent Type	parent type	No		Yes	Yes
Priority	enum	Yes		Yes	Yes
Related to	parent	No		Yes	Yes
Start Date	datetimecombo	No	Tasks - date_start - Validation IsBefore	Yes	Yes
Status	enum	Yes		Yes	Yes
Subject	name	Yes		Yes	Yes

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Relationships

Laft	Type	Right	Short Description	Relationship
Candidates	one-to-many	Tasks	Flex relate used in Candidate	Relationship: Candidates - Tasks
Candidatures	one-to-many	Tasks	Flex relate used in Candidature	Relationship: Candidatures - Tasks
Offboardings	one-to-many	Tasks	Flex relate used in Offboardings	Relationship: Offboardings - Tasks
Onboardings	one-to-many	Tasks	Flex relate used in Onboardings	Relationship: Onboardings - Tasks
Project	one-to-many	Tasks	Flex relate used in Project	Relationship: Project - Tasks
Project Tasks	one-to-many	Tasks	Flex relate used in Project Task	Relationship: ProjectTask - Tasks
Recruitments	one-to-many	Tasks	Flex relate used in Recruitment	Relationship: Recruitments - Tasks
Tasks	one-to-many	Notes	One Task record can have many related Note records, but a specific Note record can be related to only one Task record.	Relationship: Tasks - Notes
Users	one-to-many	Tasks	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Tasks
Users	one-to-many	Tasks	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Tasks
Users	one-to-many	Tasks	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Tasks