Basic tasks

The Basic Task Manager allows you to create and track tasks that don’t require specific forms or workflows.

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.

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.

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

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.

You can also use filters and search:

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

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

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.

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.

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.

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.

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

How do I create a new task?

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.

How do I change a task’s status?

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.

How do I assign someone to a task?

In the Assignee field, either select a user manually.

What if the task is no longer relevant?

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

Why can't I see my task in the list?

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.

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