Panel - Task Management

ID=181

Allows task responsible users and task deputies to gain an overview about tasks that they are required to do an action in respect to courses.

The tasks can be marked as completed directly from the panel, but the course's task overview can also be accessed from the panel to mark tasks as completed there. There is also the option to view the course details.

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My Tasks - To do
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My Tasks - History

Panel Description

The panel provides three tabs:

Tab

Description

Displayed information and actions

To do

A list of not yet done tasks.

Headline (fixed text which can only be changed by changing the bundle, shown if the focus is on the To do tab): Open tasks for you

The following information can be displayed (depending on the configuration):

  • Due Date: The list of tasks displayed on this tab is ordered by the due date (calculation of relative task due date or custom date set in the task on course level)

    • The nearest due date (in the next 24h) is highlighted in red

    • Dates which are between 2 and 5 days in the future are highlighted in yellow

    • Dates which are in the future by more than 5 days will be displayed as neutral grey

    • Unscheduled forms are displayed at the end of the list

  • Course name

  • Task responsible

  • Deputies

  • Course dates (on hover)

Deputy

A list of tasks to be done as deputy (in case responsible is not able to perform the task).

Headline (fixed text which can only be changed by changing the bundle, shown if the focus is on the Deputy tab): Open tasks for you as deputy

The following information can be displayed (depending on the configuration):

  • Due Date: The list of tasks displayed on this tab is ordered by the due date (calculation of relative task due date or custom date set in the task on course level)

    • The nearest due date (in the next 24h) is highlighted in red

    • Dates which are between 2 and 5 days in the future are highlighted in yellow

    • Dates which are in the future by more than 5 days will be displayed as neutral grey

    • Unscheduled forms are displayed at the end of the list

  • Course name

  • Task responsible

  • Deputies

  • Course dates (on hover)

  • Mark task as done

In the search field it is possible to search for deputies.

History

A list of all done tasks.

Headline (fixed text which can only be changed by changing the bundle, shown if the focus is on the History tab): Completed tasks for you

The history tab displays the forms ordered by completion date, with the most recent completion displayed first.

The following information can be displayed (depending on the configuration):

  • Due Date

  • Course name

  • Task responsible

  • Deputies

  • Course dates (on hover)

  • Mark task as done

Configurations that Should be Considered

Configuration

Details

Due date

The due date is only displayed if a due date has been configured

Course date on hover

The course date on hover is only displayed if the course is date-dependent and data is available

Responsible and Deputy visibility

Responsible and Deputy are only displayed if the persons have rights to the task responsible group and rights to the persons (same applies to the task overview in course)

Course templates

Course templates are not shown in the panel

Actions

Action

Details

Complete or revert a task

Via the task list panel the person who is responsible or deputy for a task can complete the task directly without the need to open it or revert the completion. Toggle button with statuses: Complete and Completed

Open course task overview

Via click on the 3 dots in the tile and selecting “overview course tasks”, the task opens with a course context

Searching

Searching is also possible in the panel by the following criteria: Task title and course name, in deputy tab also for deputies

Task List Management

Panels

Dashboard Administration