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

1. 
2. 
3. 

Business Description

This module allows you to create tasks that will be displayed to the Calendar

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

Processes

Related Processes

Process	Short Description
Calendar
Offboarding	How to start and conduct an offboarding process
Onboarding	How to start and conduct na onboarding process
Time Management	The process of planning the time spent on various activities, which aims to increase the efficiency of the time used

Related Process Steps

Related Features

Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
Feature:Conversion of Onboarding/Offboarding Elements	Automation
Feature:Tasks - date start - Validation IsBefore	Validation		Start Date	Due Date	Tasks

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:Feature:Tasks - due date - color selection on the list view	Automation				[[Module:Module:Tasks|]]
Feature:Tasks - date start - Validation IsBefore	Validation		Due Date	Start Date	Tasks

Related Integrations

Structure

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

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
Projects	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