# Custom tasks

{% hint style="success" %}
To access workflow and task type setup, you need an **Enterprise** plan.
{% endhint %}

### What is shown in a custom task manager?

Each custom manager is available from the dropdown list in the **TASK MANAGER** tab on the top navigation bar.

For the selected manager, tasks can be displayed as a board or a list. Tasks are shown based on the selected object. Each task includes the following fields:

* **ID**
* **Summary**
* **Status**
* **Due date**
* **Assignee**
* **Priority**
* **Single-action menu**

If the task is created for a miner and shown in board view, additional fields are available:

* **Model**
* **Index**
* **Client**

Filters are available by **Client, Assignee, Reporter, and Status**.

### How to create a task inside the manager?

Click **Create Task**. A form will open that corresponds to the first **Screen** element of the linked workflow.

The form includes:

* **Task type** – you can switch to a different type.
* **Priority** – urgency level (default: Medium).
* **Summary** – a short description.
* **Custom fields** – added through Screen.
* **Add assets** – attach objects.
* **Description** – task details.
* **Status** – first status of the process (not editable).
* **Due date** – options: 1 week, 2 weeks, 1 month.
* **Assignee** – with “Assign to me” available.
* **Reporter** – current user (not editable).

### How to create a task for a miner?

To create a task for a device:

1. Open the **Dashboard** page.
2. Click the **Single-action menu** for the miner.
3. Select **Create Task**.
4. Fill in required fields in the modal window.
5. Choose the task type from the dropdown.
6. Click **Apply**.

The task will appear in the task manager for the selected type, in the column/accordion of the first status, and a pop-up will confirm the task ID.

### How to edit a task?

Click the task or the **Edit** button. A form opens that matches the current status.

If the task is linked to a device, the following fields are also displayed:

* **Index**
* **Model**
* **Submodel**
* **Client email**
* **Serial number**
* **MAC**

Custom fields are editable only if they were marked as editable in the **Status** element of the workflow scheme. After changes, click **Save**.

### How to change a task status?

Task status can be changed in two ways:

1. **Through the edit form** – select a new status from the dropdown. Only statuses allowed by the workflow will be shown.
2. **On the board view** – drag and drop the task card to another column. Each column shows the statuses allowed for that task type.

If more than three transitions are available, a **More** drop-zone appears. Dropping a task there opens the edit form with the status dropdown.

When switching statuses, a modal window may appear. It includes default fields (like in the create/edit form) plus custom fields marked as **View/Edit** for the connecting Screen element. This window won’t open if all required fields were already filled earlier.

### FAQ

<details>

<summary>How does a custom task manager appear?</summary>

It’s created automatically when you add a task type linked to a workflow.

</details>

<details>

<summary>How do I create a task in a custom manager?</summary>

Click **Create Task**, fill in the form, and save. Fields depend on the configured process.

</details>

<details>

<summary>What happens if I select another task type when creating a task?</summary>

Custom fields in the form update based on the new type. The task will appear in the manager for that type.

</details>

<details>

<summary>Can I change a task status manually?</summary>

Yes, either by editing the task or dragging it on the board (if allowed by the workflow).

</details>

<details>

<summary>Why don’t some fields appear when creating or editing a task?</summary>

Visibility and editability of fields depend on Screen settings and the current task status.

</details>

<details>

<summary>How can I quickly assign myself as the assignee?</summary>

In the **Assignee** field, click **Assign to me**.

</details>

<details>

<summary>What happens when I delete a task?</summary>

It will be removed from the manager after confirmation. Recovery is not possible.

</details>

<details>

<summary>How do I switch between board and list views?</summary>

Use the view toggle in the top-right corner of the custom manager interface.

</details>

***

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