Introduction

About this guide

This guide explains how to configure the key prerequisites required before Tasks can be used: 

• Task Statuses and Transitions
• Task Types
• Access Roles

Create Task Status and Transitions

Creating Task Statuses

To begin, create the task statuses. Go to Administration, open the Task tab, and then select Status:

Next, you can edit or add Statuses that apply to Tasks. To add one, click on ‘Add’ in the top right of the page:

Each Status needs a name, and a status type. Status types are based on the defaults provided by the system (Open, Under Review, Work in Progress, etc). 

Set Final to Yes for any status that represents the end of a task lifecycle, such as Closed or Complete.

Create the statuses that you require for this transition. Once all Statuses have been configured and saved, click on the ‘transitions’ tab marked below:

Creating a Task Transition

From the Transitions tab, you can edit the Status Lifecycle Transitions that apply to Tasks or create a new transition by selecting Add.

Each Transition needs a name, with a Type specified as "Task". Denote what the Initial (First) status should be in this Transition, and the Final (Last) status should be. Then, click on ‘Add’ to continue:

Configure each allowed status change, such as Open to Under Review, Under Review to Work in Progress, and Work in Progress to Closed.

You need to do this, otherwise you will not be able to change a Task's Status.

Scroll back up and click on ‘Save’ once finished.

Configuring Task Type 

Adding Task Types

To set up a task type, go to Administration > Task, then select Type as shown below:

You will then be able to view existing task types, or you can add a new type by clicking on ‘Add’.

When adding a new task type, complete the required fields shown below:

After adding the task type, you will then find additional options show which you can add if required. 

Access Roles (Task Type)

Allowing Users to See Tasks

Task types must be assigned through Access Roles. To configure this, navigate to Administration > Access > Access Control.

Within this section, you can either select an existing Access Role or create a new one by clicking Add New Role.

When creating or editing an Access Role, locate the Task section. Use the dropdown menu to select the Task Type that the role should have permission to view. For example, Dog Fouling is selected here:

Users assigned to this Access Role can view the selected Task Types, provided the task has also been assigned to them.