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What do all the task statuses and task operation options mean?

Option

Status or Operation

Description

Setup or Logic Comments

Draft

Status

Tasks generated through the mobile application are initially assigned a DRAFT status, indicating that they require confirmation from the supervisor who accesses the admin interface on the web

Once it is CONFIRMED from admin- the status of this task moved from DRAFT -> OPEN/NOT READY/READY TO ACCEPT ( based on task type flags and assigments)

  • N/A

Not Ready

Status

A child task for which a dependency must be satisfied

e.g. a predecessor task requires completion

  • Parent-Child task type with dependency setup in template

Not Ready

Status

A task which requires acceptance by an assignee but the task itself is not yet assigned

  • A task type with the Needs Acceptance flag enabled

Ready to Accept

Status

A task which requires acceptance by an assignee and the task itself has already been assigned to an assignee

  • A task type with the Needs Acceptance flag enabled

Open

Status

A task which does not require acceptance or is already accepted and/or is not awaiting any preceding dependency to be satisfied

  • N/A

In Progress

Status

This status is to progress a task so that users can differentiate between tasks that are ready or open vs tasks that are actively being worked on. This status also is helpful in that it has its own timestamp so that you can measure how long the task was actually worked on.

  • N/A

Resolved

Status

This status marks the completion of the task.

  • Tasks that are resolved will no longer be carried forward to the next day by the daily automation job

Change Request

Status

This status is to flag a task that may require a change that needs to be reviewed someone with authority

e.g. changes in scope, budget, schedule, etc

  • The selection of this status will require a comment to be inputted by the end user on the mobile app and the task will be locked for any further edits on the mobile app until the task status is updated by an admin

More Info Required

Status

This status is to flag a task that may require more information prior to proceeding. It is very similar to the Change Request task but has a different label except it has more flexible business logic (see Setup/Logic comments)

  • N/A - unlike Change Request - this status will not lock up the task and will continue to allow interaction with the task.

Cancelled - Closed

Status

This status is to cancel a task that may no longer be required but that you still want to retain documentation for.

  • Tasks that are resolved will no longer be carried forward to the next day by the daily automation job

Un-assign

Operation

Allows user to unassign the task from him/herself

  • The task will be unassigned from the user and will no longer show up on their task list in the mobile app

  • The task will still be shown in the admin without an assigned user

Re-assign

Operation

Allows user to re-assign a different user(s) to the task

  • Task type with Re-assign flag enabled

  • Once re-assigned the task will be removed from users that are no longer assigned the task and appear for those that are assigned the task

Accept

Operation

Allows user to accept a task that requires acceptance

  • A task type with the Needs Acceptance flag enabled

  • See “Ready to Accept”, “Open” and “Not Ready” status options for more info

Reject

Operation

Allows user to reject a task that requires acceptance

  • A task type with the Needs Acceptance flag enabled

  • See “Ready to Accept”, “Open” and “Not Ready” status options for more info

  • Once rejected, the task is removed from the user’s assigned list and requires the user rejecting the task to enter a comment.

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