Administrator Configuration

🖥️ Before using Task, project administrators can pre-set types and tags according to the actual situation.

1. Task Types: Supports categorization of tasks, with different types potentially having different templates for input.
2. Tags: Supports tagging tasks, making it easier for users to search quickly and highlight key content.

1. Hover the mouse over “Settings” to open the settings menu.
2. Click “Tag Management” to manage tags.
3. Click “Type Management” to manage types.

Tag Management

🖥️ The system will pre-set some commonly used tags during project initialization. Project super administrators/administrators have the right to add or modify these tags according to actual needs.

*Regular project members/guests only have view permissions and cannot modify or delete tags.

4. Fuzzy search for tags.
5. Click “+ Add Tag” to create a new tag.
6. Click the “Edit” icon to modify the tag information.
7. Click the “Delete” icon to remove the tag.
8. List of existing tags in the project.

Add a Tag

9. Enter the name of the tag to be created.
10. Select a color label for the tag.
11. Click “Add” to create the tag.
12. Click “Cancel” to cancel the creation.

Type Management

🖥️ The system will pre-set some common task types during project initialization. Super administrators/administrators have the right to add or modify these types according to actual needs. Pre-set types will be linked with other applications and automatically generate tasks, so they cannot be deleted. However, types created by users can be deleted if they have not been used.

*Regular project members/guests only have view permissions and cannot modify or delete task types.

13. Fuzzy search for types.
14. Click “+ Add Type” to create a new type.
15. Click the “Edit” icon to modify the type information.
16. List of existing types in the project.

Add a Type

17. Enter the name of the type to be created.
18. Set a two-letter abbreviation for use in the system's automatically generated task numbers.
19. Fill in remarks.
20. Toggle the switch to configure a default assignee.
21. Toggle the switch to configure a default reviewer.
22. Toggle the switch to configure timeout alert rules.
23. Click “Add” to create the type.
24. Click “Cancel” to cancel the creation.

Default Assignee / Reviewer

🖥️ Administrators can preset assignees or reviewers for each type according to the actual workflow. Types with preset values will automatically populate these fields upon creation and cannot be modified to ensure rapid task creation and consistent workflows.

There are two default assignment options:

1. Assign to all selected individuals.
2. Automatically assign to one of the selected individuals in sequence.

Configure Timeout Alert Rules

🖥️ Administrators can configure timeout alert rules for the three statuses of Pending / In Progress / Reviewing for each type. Once enabled, if a task remains in that status beyond the configured time, the corresponding users will be notified via in-platform messages.

25. Enable/Disable timeout alert rules for these three statuses.
26. Toggle the switch to Enable timeout alerts for the selected status.
27. Configure the trigger time for the timeout: X days/hours/minutes after entering this status (if the task status does not change, the alert will trigger).
28. Configure the notification recipients, which can be either: Specified Members or Escalate Progressively (see the logic below).
29. Click “Save” to save the configuration.
30. Click “Cancel” to cancel the configuration.

Specified Members

Specify members or groups: If the task remains in the current status beyond the configured trigger time, messages will be sent to the following three groups of people:

1. The configured specified members. If a group is configured, messages will be sent to all members of the group.
2. The task assignee.
3. The task creator.

*Messages may have a delay of about 5 minutes.

Escalate Progressively

Select the level to escalate to (based on the handler of the current task status). The detailed logic is shown in the diagram.