# Tasks

> Create work items, assign them to people and follow their progress.

## What is this for?

Tasks keep the work of a project in one place. For each job you set a title, a priority and an owner, then follow it until it is done. Think of a task as a card on a team board: everyone can see which jobs are open, who has taken them and where they stand.

Every change is recorded in the task's history. You can always check who accepted or finished a job, and when.

## Example scenario

At a construction company, site supervisor Ayşe opens a task called "Third floor formwork assembly". She sets the priority to High and assigns it to Mehmet. Mehmet accepts the task and starts work. When weather stops the job, he moves the task to On Hold. When work resumes, he continues the task, and when it is finished he closes it. For her weekly report, Ayşe exports the task list.

## Who uses it

- **Task creators:** Project managers and team members who hand out work. They open new tasks, set priorities and choose the owner.
- **Owners:** The people or groups assigned to a task. They accept it, do the work and move its status forward.
- **Watchers:** Anyone with permission to view the project. They can see the list and the history, but cannot change tasks that are not assigned to them.

## Step by step

1. **Create the task.** In the Tasks section, open a blank task with "New Task". Or start from a ready-made template, where the title, priority and planning fields are filled in for you.
2. **Enter the basics.** Fill in the title, description, priority, category and location. You can choose Low, Medium, High or Critical. If you leave the task number blank, the system creates one from the project code.
3. **Plan the work.** If you want, enter effort points, an estimated duration and planned start and end dates. This helps you see the workload in advance.
4. **Assign the owner.** In the Assignments section, give the task to one or more people or groups. If you want, allow only the primary owner to move the work forward.
5. **Set the required documents.** In the Documents tab, add the files that must be uploaded before the work can finish, for example a report or a photo. If a required document is missing, the task cannot be closed.
6. **Move the task forward.** On the Kanban board, drag the task between columns, or use the buttons on the task: Accept, Start, Pause, Continue, Finish. Each step is added to the history as a note.
7. **Track and report.** Manage details with checklists, comments and surveys. Use the "Mine" and "My Groups" filters to see your own work. Export the list to prepare a report.

## Process flow

```mermaid
flowchart TD
    A[Task is created] --> B[Owner accepts]
    B --> C[In Progress]
    C --> D{Need a break}
    D -- Yes --> E[On Hold]
    E --> C
    D -- No --> F[Finish cancel or reject]
    F --> G[Closed]
```

## Frequently asked questions

**How is a task number assigned?**
When you open the task form, the next number for the project code is reserved for you, for example PRJ-TSK-001. Two tasks never get the same number. You can type a number yourself; if you leave it blank, the system fills it in.

**What happens if I open a task someone else is editing?**
You will see a "Being edited" badge on that task in the list. This is for information only; you can still open and save the task. However, if someone else changed the task before you save, a warning appears and you are asked to refresh the page. This way, no one's changes are lost silently.

**What is the difference between the List and Kanban views?**
The List shows each task on its own row. It suits searching, filtering and reporting. The Kanban arranges tasks into columns by status, and you change status quickly by dragging. Both views show the same tasks; only the layout is different.

**Who can move a task forward?**
By default, anyone assigned to the task can move it forward. If you tick "only the primary owner can continue" when you create the task, only the primary owner can accept and progress it. Other users with view access can see the task but cannot change its status.

**What are required documents for?**
Some tasks need a specific file, such as a report or a photo, before they can be completed. If you mark a document as required, the task cannot be closed while it is missing. You are told which documents are still outstanding.

**What is a task template?**
A template is a ready-made task draft for work you repeat often. When you create a task from a template, the title, priority, planning and required-document settings are already filled in. You do not have to start from scratch each time.