The "Tasks Summary" feature under the "Project & Task" module provides a convenient way to manage and track tasks.
Here's how you can use this feature and an explanation of each field within the grid columns:
1. Task Summary:
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Not started: Shows the number of tasks that haven't been started yet.
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In Progress: Displays the number of tasks that are currently in progress.
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Testing: Indicates the number of tasks in the testing phase.
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Awaiting Feedback: Represents the number of tasks awaiting feedback.
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Complete: Shows the number of tasks that have been completed.
2. Rows per Page: Users can select the number of rows to display per page in the task listing. Options include 10, 25, 50, 100, or showing all records.
3. Search Filter: A search functionality is available to filter the task grid data based on specific criteria, allowing users to quickly find relevant tasks.
4. Export Options: Users can export the displayed task data in various formats, including Excel, CSV, PDF, and print formats, facilitating data sharing and analysis.
5. Refresh Icon: Users can refresh the grid data by clicking on the refresh icon, ensuring that they have the most up-to-date task information.
Grid Columns Explanation:
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#: An index number indicating the position of the task in the current view.
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Name: The name or title of the task.
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Status: The current status of the task (e.g., not started, in progress, testing, awaiting feedback, complete).
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Start Date: The date when the task is scheduled to start.
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Due Date: The deadline or due date for completing the task.
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Assigned to: The individual or team member responsible for the task.
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Tags: Tags associated with the task for categorization or organization.
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Priority: The task's priority level, which may indicate its importance or urgency.
Kanban View: There is also a Kanban view of the tasks Listing and users can switch to Kanban mode where all tasks are categorized on the basis of tasks type.
Figure 1 Tasks Listing
Figure 2 Kanban Tasks Listing