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Task Management

Streamlines the organization, tracking, and execution of tasks across your cloud environments.

Overview

The Task Management feature provides a centralized platform for:

  • Creating and assigning tasks to team members
  • Tracking task progress and status
  • Setting priorities and due dates
  • Collaborating through task discussions
  • Monitoring task completion metrics

Accessing Task Management

  1. Navigate to Tasks from the main menu
  2. View the list of all tasks with their current status

Task Management

Task List View

The task list displays all tasks with the following details:

  • Title – Name/description of the task
  • Description – Brief summary of what needs to be done
  • Priority – Urgency level (High, Medium, Low)
  • Status – Current state (Initiated, In Progress, Completed, Closed)
  • Actions – View, Edit, Delete options

Task Filtering

Use filters at the top of the page to find specific tasks:

  • Select Status – Filter by task status (Initiated, In Progress, Completed)
  • Select Priority – Filter by priority level (High, Medium, Low)
  • Project Filter – Filter tasks by associated project

Creating a New Task

To create a new task, click the + Create Task button.

Create Task

  • Title – Enter a clear, concise task name
  • Description – Provide detailed task description
  • Project – Select the associated project from dropdown
  • Assign to – Choose the team member responsible for the task
  • Priority – Select urgency level (Low, Medium, High)
  • Due date – Set the target completion date (MM/DD/YYYY format)

Click Save to create the task.

Viewing Task Details

Click on a task row to expand and view comprehensive information:

Task Details Tab:

  • Title – The task name
  • Status – Current task status
  • Description – Full task description
  • Due Date – Deadline for completion

Discussion Details Tab:

View comments, updates, and collaboration history for the task.

Editing a Task

Click the edit icon or select a task to modify:

Edit Task

  • Title – Update the task name
  • Description – Modify task details
  • Priority – Change priority level (Low, Medium, High)
  • Due date – Adjust the deadline
  • Update discussion – Add notes about changes or progress
  • Status – Update task status (Initiated, In Progress, Completed)

Click Update to save changes or Cancel to discard.

Task Status Workflow

Tasks progress through the following statuses:

  • Initiated – Newly created task, not yet started
  • In Progress – Task is actively being worked on
  • Completed – Task finished and ready for review
  • Closed – Task archived after completion

Task Priorities

  • High Priority – Urgent tasks requiring immediate attention
  • Medium Priority – Important tasks with reasonable deadlines
  • Low Priority – Tasks that can be completed when time allows

Task Discussions and Comments

Adding Comments:

  1. Open the task details panel
  2. Navigate to the Discussion Details tab
  3. Type your comments or updates
  4. Use @mentions to notify specific team members
  5. Click Post to add the comment

Discussion Features:

  • Collaborate with team members through comments
  • Track updates and progress notes
  • View complete conversation history
  • Timestamp for each comment

Task Notifications

Users receive notifications for:

  • Task Assignment – When assigned a new task
  • Status Changes – When task status is updated
  • @Mentions – When mentioned in task comments
  • Due Date Reminders – 24 hours before due date
  • Overdue Alerts – When tasks pass their due date
  • Task Updates – When task details are modified

Notifications are sent via: - In-app notifications (bell icon) - Email notifications (if enabled)