Task Item: Difference between revisions
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A task item | A '''task item''' is an instruction or reminder with no specific start or end time. It appears on the task list for one or more [[Member|members]]. | ||
There are 2 principal types of task items: | |||
* '''Tasks''' (with associated instructions); and | |||
* '''To-do''' items | |||
Task items may be created manually (including by another member) or as part of a workflow [[process]]. | |||
== Properties == | |||
Regardless of type, task items have the following properties: | |||
* '''Description''' of the work/reminder | |||
* '''Status''' (whether the task has been completed) | |||
* '''Priority''' | |||
* Optional '''start''' and '''due''' dates (to assist with prioritisation) | |||
* '''Notes''' (in [[Markdown]] format) | |||
=== Tasks === | |||
An instruction requires a particular activity within [[ContactsLaw]] to be carried out in order to complete the task. | |||
Instructions can create new items (e.g. [[Document|documents]]) or operate on existing items (e.g. authorising a [[transaction]]). They can pre-fill certain details in order to save time and simplify the nature of the work. | |||
=== To-Do Items === | |||
To-do items have no special behaviour and can simply be marked complete at the recipient's discretion. | |||
== Delegation == | |||
Task items can be delegated to one or more [[Member|members]]; either directly or by assigning the task to a particular [[role]] on a [[matter]] (or within the [[subscription]]). | |||
Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work. | |||
[[Category:Calendar]] | [[Category:Calendar]] |
Revision as of 10:56, 17 October 2023
A task item is an instruction or reminder with no specific start or end time. It appears on the task list for one or more members.
There are 2 principal types of task items:
- Tasks (with associated instructions); and
- To-do items
Task items may be created manually (including by another member) or as part of a workflow process.
Properties
Regardless of type, task items have the following properties:
- Description of the work/reminder
- Status (whether the task has been completed)
- Priority
- Optional start and due dates (to assist with prioritisation)
- Notes (in Markdown format)
Tasks
An instruction requires a particular activity within ContactsLaw to be carried out in order to complete the task.
Instructions can create new items (e.g. documents) or operate on existing items (e.g. authorising a transaction). They can pre-fill certain details in order to save time and simplify the nature of the work.
To-Do Items
To-do items have no special behaviour and can simply be marked complete at the recipient's discretion.
Delegation
Task items can be delegated to one or more members; either directly or by assigning the task to a particular role on a matter (or within the subscription).
Tasks with multiple members operate on a first-come, first-served basis. If there is an associated instruction, members receive a warning if someone has already commenced the work.