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Creating & Managing Tasks

99 צפיות עודכן 2 months, 3 weeks לפני

Task Management

Tasks are the core unit of work in WorkMA. Each task can be assigned to a team member, prioritized, categorized, and tracked through a customizable workflow.

Creating a Task

  1. Navigate to Tasks → Create Task.
  2. Enter a title and description (rich text with CKEditor5).
  3. Assign it to a team member and select a team.
  4. Set priority (Low, Medium, High, Urgent) and status.
  5. Optionally set a due date, estimated hours, and category.

Task Fields

  • Title & Description: Rich text with images, code blocks, and formatting.
  • Assigned To: The team member responsible.
  • Team: Which team owns this task.
  • Priority: Low, Medium, High, Urgent.
  • Status: To Do, In Progress, Review, Completed.
  • Approval Status: Pending, Approved, Rejected (for QA workflow).
  • Due Date: Tasks past their due date are highlighted as overdue.

Task Comments

Every task has a discussion thread. Team members can leave comments with rich text, and admins can mark comments as internal (visible only to admins and team leads).

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