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    Tasks | Modification and Management of Tasks

    Introduction

    The Tasks module in CheckOp allows not only the creation and visualization, but also a flexible and dynamic management of operational activities. This includes the ability to edit, delete, reassign, and organize tasks through subtasks and customized statuses, adapting to changes that may arise during the lifecycle of an operation.

    Edit task

    This feature allows you to modify the information of an existing task.

    Allowed Modifications: You can change all the parameters when creating a Task:

    • Title
    • Description
    • Additional data.
    • Associations(form, service/product, customer, location).

    Key Restriction: Editing is only enabled while the task is in "Pending" status. Once the task changes to "In Progress" or "Completed", this option is disabled to preserve the integrity of the ongoing process.

    Tasks_Modification_Edited

    Create subtask

    This feature allows you to break down a main task into smaller, more manageable components, making it easier to organize complex projects.

    • Direct Association: Subtasks are automatically linked to the main task from which they were created.

    • Workflow: Each subtask is managed as an independent task, with its own life cycle (Pending, In Progress, Completed).

    Tasks_Modification_Create_Subtask

    Reassign task

    This feature allows you to change the responsible for a task to another user or work team. The reassignment can be done even if the task is already in progress ("In Progress"). This is ideal for shift changes or delegation of responsibilities.

    • Locate the Task: Find the task whose responsible you want to change in the task list.
    • Access the Options Menu: Click on the "three dots" button (...) next to the task.
    • Select the "Reassign" Option: Choose the "Reassign" option from the drop-down menu.
    • Select the New Responsible: Choose the new user or team to which the task will be assigned.
    • Confirm the Reassignment: Saves the changes so that the task is assigned to the new manager.
    Tasks_Modification_Reassignment

    Assign status/label to task

    This functionality allows you to classify tasks with customized statuses, beyond the native ones of the system.
    Features:
    • Customization: Uses labels or statuses previously defined in the Processes module (e.g., "Reviewed", "Pending Validation").
    • Granular Tracking: Allows a more detailed control of the intermediate phases of a process, improving traceability.
    Step by step: Assign status/label to task
    1. Locate the Task: Find the task to which you want to assign a custom status.
    2. Access the Status/Tag Option: Find the field or button for "Assign Status/Tag" (usually in the task detail or list view).
    3. Select the Desired Status: Choose one of the available custom statuses that the task process has inherited.
    4. Save Change: Confirms the assignment of the new status.

    Important: Statuses/Tags are only visible if the sub-process associated to the task has specific statuses configured in the Processes module.

    Status_Modification_tasks

    Reactivate executed task

    This feature allows you to reopen a task that has been marked as completed.
    Features:
    • Purpose: Used to allow continuation of the task or to correct an erroneous closure.
    • Status Change: The task is returned to a "Pending" or "In Progress" status for further management.
    • Traceability: The system automatically records the reactivation in the task change log.
    Step-by-Step: Reactivate executed task
    1. Locate the Completed Task: Find the task that was previously marked as "Completed".
    2. Access the Reactivation Option: Find and click on the "Reactivate" (or similar) button.
    3. Confirm the Reactivation: The task will return to a "Pending" or "In Progress" status to allow for continuation or review.
    Tasks_Modification_Reactivate

    Option to end Task without completing Tasks in progress

    This advanced functionality allows team leaders to close a major task even if some of its subtasks have not yet been completed. Operational Flexibility: Provides the ability to close a major project when the objective has been achieved, even if minor steps are still pending.

    Step-by-step: Finish task without completing subtasks.

    1. Locate the Main Task: Find the main task you want to finish, even if it has "In Progress" subtasks.
    2. Access the Special Completion Option: Look for the specific option to "Finish Task without completing In-Process Tasks" (this option will only be visible to Team Leaders).
    3. Confirm the Action: The system will ask you for a confirmation, as you are finishing the main task despite the status of its subtasks.
    Key Role: This option is available only for users with Team Leader role.


    Modification_Tasks_Finish_Unfinished

    Create notes on Task status changes or reactivation actions

    This functionality refers to the automatic and detailed logging of events in the task history. The system generates notes in the task log each time its status changes (from Pending to In Progress, to Completed, or when it is Reactivated), and each note includes the date, time, the user who performed the action and the type of change, providing an auditable history of the task's lifecycle.

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