The task card can be opened by navigating to the Schedule section and accessing the corresponding activity.
The task includes the following mandatory fields:
- Task Type - The user must choose the task type from the available list; the list depends on the user's language in their user account.
- Name - Automatically set based on the task type. This is a free-form field, and the user can modify it. The task name will be displayed in the schedule.
- Task Status - The user must choose the task status from the available list; the list depends on the user's language in their user account.
- Start Date - The user must select the date and time when the task begins.
- End Date - The user must select the date and time when the task ends.
The task card can be edited or deleted depending on the task status.
- Status "Planned" - The user plans their activity (task) for the upcoming hour/day/month. If the activity is planned for future dates, it can be freely changed or deleted by the user.
- Status "Done" (Closed) - When the user completes their activity, they change the status from "Planned" to "Done". This indicates that the activity was successfully completed, and the user can no longer modify it. Closed tasks will not be considered in the "Cycle Plan" report.
- Status "Canceled" - If the task did not take place for some reason, the user can cancel it. This activity cannot be modified, and it will not be considered in reports.