# Basic tasks

## **How the Basic task manager works**

The task manager provides **two display modes**: **Board View** and **List View**. You can switch between them using the interface selector.

### Board view

* Displays three columns: **To Do**, **In Progress**, and **Done**.
* Tasks can be moved between columns via **drag and drop**.
* Each column shows a **task count** for its status.

<figure><img src="/files/du0M6nY19AmqpY0tafRO" alt=""><figcaption></figcaption></figure>

### List view

* Displays a table with four expandable sections (accordions): **To Do**, **In Progress**, **Done**, and **Archive**.
* Each section can be **expanded or collapsed**.
* A **counter** for the number of tasks in each status is displayed in the section header.

<figure><img src="/files/w1OpBdeIAqypO6zRe7YQ" alt=""><figcaption></figcaption></figure>

From the task manager interface, you can also navigate to **Task Manager Settings**.

<figure><img src="/files/lwVNBbOARHYYZR88Nyqc" alt=""><figcaption></figcaption></figure>

For basic tasks, the following settings are available:

* **Archiving settings** – define the time interval after which tasks with the status *Done* automatically move to *Archive*. Archived tasks cannot be edited or deleted.
* **Disable Basic Task Manager** – hide this manager if you only use maintenance or other custom task types.
* **Reason settings** – create custom reasons for various task types, including basic ones.

<figure><img src="/files/g74eTGAOW39RTD2BTuwp" alt=""><figcaption></figcaption></figure>

You can also use **filters and search**:

* **Filters** let you display only the tasks matching specific parameters.

<figure><img src="/files/mIB6wFVAtRGdRip0oAgz" alt=""><figcaption></figcaption></figure>

* **Search** helps find tasks using parameters not covered by filters, as well as by related device or asset details.

<figure><img src="/files/HOEoHMyFM4XrHynLvXev" alt=""><figcaption></figcaption></figure>

## **How to create a new task**

### To create a task from within the task manager:

1. Click **+** or **Create Task** if there are no existing tasks.
2. Fill in the required fields in the modal window.
3. Click **Save**.
4. The task will appear in the **To Do** section of the **Basic Tasks Manager**, and a pop-up notification will confirm its successful creation with the task ID.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fay3wuqHdkAAEzg5N1LTo%2Fuploads%2FfFO2wPCVJpHk6nis7CQ9%2FTask%20create.mp4?alt=media&token=d5f5b597-5a8f-4f01-9ee7-d048ad68459b>" %}

### To create a task for a device:

1. Go to the **Dashboard**.
2. Click the **Actions menu** — the **three dots** next to the miner.
3. Select **Create Task**.
4. In the dropdown, choose **Basic Tasks**.
5. Fill in the required fields in the modal window.
6. In the **Task Type** selector, choose **Basic Tasks**.
7. Click **Apply**.
8. The task will appear in the **To Do** section of the **Basic Tasks Manager**, and a pop-up notification will confirm its successful creation with the task ID.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fay3wuqHdkAAEzg5N1LTo%2Fuploads%2FtXwhjDBCe4XHwym95jbw%2FTask%20create2.mp4?alt=media&token=c83ecabc-a820-422e-8208-d15962fc4bb1>" %}

## **Task fields**

Each task card or row displays:

* **ID**
* **Short description (Title)**
* **Reason**
* **Device Index**
* **Due date**
* **Assignee**
* **Priority**
* **Actions menu**

When creating or editing a task, the following fields are available:

* **ID:** Auto-generated; visible during editing only
* **Information Tab**
  * **Device details (two blocks)**:
    * **Index**
    * **Serial Number**
    * **MAC Address**
    * **Model**
    * **Client**
    * **Worker**
  * **Task details (two blocks)**:
    * **Reason** – purpose or cause of the task.
    * **Priority** – urgency level (*Trivial → Critical*, default: *Medium*).
    * **Status** – locked at creation (default: *To Do*), editable when updating.
    * **Reporter** – user who created the task (not editable).
    * **Assignee** – responsible staff member.
    * **Due Date** – select a future date.
  * **Task description**
* **Assets tab** – allows searching for existing assets and attaching them to the task. Displays a table of linked assets. Available only if the **Asset Manager** feature is enabled.
* **Diagnostics tab** – unavailable for basic tasks.
* **Comments / Logs** – available on all tabs.

## How to edit or delete a task

### To **edit** a task:

* Click the task card or row, or choose **Edit** in the single actions menu.
* After making changes, click **Save**.
* A confirmation message will appear once the update is successful.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fay3wuqHdkAAEzg5N1LTo%2Fuploads%2FH5H2cbzW2R9fDTGa4wxW%2FEdit.mp4?alt=media&token=97eea452-04ae-4fd0-a67a-73ac2a53852a>" %}

### To **delete** a task:

* Select **Delete** from the single actions menu and confirm.
* After confirmation, the task will be removed and a success message will appear.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fay3wuqHdkAAEzg5N1LTo%2Fuploads%2FJYaUw7xG8Kq2OM66BLcy%2FDelete%20task.mp4?alt=media&token=efff8b42-f652-47bf-8919-16877c2d7663>" %}

## Status transitions

Tasks in the Basic Task Manager can freely move between statuses.\
Available transitions:

1. **To Do → In Progress, Done**
2. **In Progress → To Do, Done**
3. **Done → To Do, In Progress, Archive**

You can change a task’s status in two ways:

1. Select a new status in the **Status** dropdown while editing the task, then click **Save**.
2. In **Board view**, drag the task card to the desired column using the **left mouse button (LMB)** and release it.

## FAQ

<details>

<summary>How do I create a new task?</summary>

Click the **Create Task** button in the task manager or from the **Actions menu** on the Dashboard. Fill out the form and click **Save** — the task will appear under the **To Do** status.

</details>

<details>

<summary>How do I change a task’s status?</summary>

You can either **drag and drop** the task to a different column in Board View, or **update the status** in the task’s edit window.

</details>

<details>

<summary>How do I assign someone to a task?</summary>

In the **Assignee** field, either **select a user manually.**

</details>

<details>

<summary>What if the task is no longer relevant?</summary>

Open the task’s menu, click **Delete**, and confirm the action. You can delete tasks in any status **except Archive.**

</details>

<details>

<summary>Why can't I see my task in the list?</summary>

Check if the status section (accordion) is **collapsed** — your task might be hidden inside a collapsed group. You can also use **search and filters** to quickly find a task by its **ID, name,** or other parameters.

</details>

***

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