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Tasks

Task Management

Role-Specific Access

Universal Usage: The Task Management feature is accessible to users with all roles in vucavoid.

Watcher: In general, tasks can only be viewed by the owner of the task. Additionally, the owner can assign one or multiple watchers to the task. Every watcher will see the task in their task overview but will not be able to edit it. Once removed, the watcher will no longer see the task.

Overview of Task Management

Purpose and Functionality

  • Support in Compliance Management: Tasks in vucavoid aid in managing activities related to compliance.
  • Event-Driven Task Creation: Vucavoid automatically creates tasks for specific roles based on various events and notifies affected users via email and in-app alerts.
Task management: Overivew over all tasks in vucavoid (demo data)
Task management: Overivew over all tasks in vucavoid (demo data)

Attributes of Tasks

Basics

  • Title: A concise title summarizing the task.
  • Description: Detailed description of what needs to be done.
Attributes: Task basics
Attributes: Task basics

Details

  • Priority: Choose from Urgent, High, Medium, Low, Reminder.
  • Due Date: Set a specific due date for task completion.
  • Recurring Options: Configure tasks to recur, with customizable intervals.
Attributes: Task details
Attributes: Task details
Attributes: Set recurring tasks
Attributes: Set recurring tasks

Status and Ownership

  • Status: Automatically set to 'Open', changes to 'Overdue' if due date is exceeded, and 'Closed' upon completion.
  • Owner and Watchers: Designate an owner responsible for the task and watchers for visibility.
Attributes: Task status
Attributes: Task status
Attributes: Task owner and watcher(s)
Attributes: Task owner and watcher(s)

Action Items

  • Sub-Division of Tasks: Divide tasks into smaller sub-tasks or milestones.
  • Management: Create, describe, and assign status to each action item.
Task management: Use action items to slice tasks in simple milestones.
Task management: Use action items to slice tasks in simple milestones.

Managing Tasks

Opening New Tasks

  • Creation: Click "New task" and fill in the required fields. The owner defaults to the user creating the task but can be altered.

Closing Tasks

  • Automatic Closure: Some tasks close automatically upon completing the required action.
  • Manual Closure: Others, especially manually created tasks, require manual closure through the task details view or task overview.
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