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.