This dataset is located in the left column, under the Tasks section. Task types will later be displayed on company employees' devices in the tasks, under the Task Type field. In order for a task type to be available for selection, it must be added in this dataset, and also linked to a Role.
Upon opening the Dataset, a table with the following columns will appear:
Id - This shows the task type ID in the database. When adding a new task type, this value is generated automatically and there is no need for further editing. This value may be useful, for example, when submitting a request to technical support.
Name - The name of the task type. This name will be displayed on the employee's device.
Detailed Description
The task type name is displayed on the employee's device when adding a new task or when modifying an already created task. To select a task type, open the task and in the "Detailed Information" section, click on the Action (Task) Type line.
In the new window that opens, the user can select the necessary task type from the list.
After selecting a task type, it will be displayed on the task card.
Also, when selecting a task type, this type will be the name of the task (which can be edited by the user later) and will be displayed in the schedule and at the top of the task card. For example, below, the Task Type is "Sick Leave", at the top of the opened card - "Sick Leave" (task name field), and the task name "Sick Leave" pulled into the schedule.
Color (HEX, without #) - The color of the task type. When choosing the specified task type when previewing the task card, this color will be displayed as a colored stripe on the left side of the task.
Detailed Description
When opening the program in the schedule section, the user sees all their completed and planned tasks for the selected date. For easier navigation in tasks, employees can pay attention to the colored stripe on the left of the task name. In the example below, a blue stripe is the task type Sick Leave and the green stripe is the task type Vacation. The color of the stripe depends on the setting specified above.
Group Task? - If there is a check mark in this column, it means the specified activity is a group event, i.e., the member field will be displayed in such an activity. More than one client can be entered in the member field when conducting a task. If a cross is indicated, it means this field is not a group event, and the member field will not be available in it.
Detailed Description
When opening the task card, if there is a cross in this column, the member field will not be displayed.
When a check is placed in it, the member field will be displayed.
Language - This column displays the language of the task type. This means that only those employees whose employee card specifies this language will see this task type.
Detailed Description
The user cannot change or view their language. Changes to the user's card are made by technical support or by an employee who has access to the Admin Panel. The user's language can be viewed in the Users section, by clicking on the eye icon next to the interested user in the Working Area and Localization section.
External Key - This column will display the external key. This can be used to link the task types with external data.
Modified - Displays the date of the last change to the row. The time is displayed in Greenwich Mean Time (UTC 0).
To add a new task type, click on the + Add icon in the upper right corner. After clicking, a window will open where you can fill in the following fields:
Id – This field is not editable; it will automatically be added when saving the new task type.
Name – A mandatory field to fill out. You must specify the name of the task type.
Color (HEX, without #) – An optional field, you can specify the color of the stripe for the task type. The field should contain only color data in HEX encoding. Do not specify the color with the # symbol at the beginning. The color palette is available on google.com when searching for hex color.
Group Task? - A toggle. Leave it in the off position if the member field should not be available in the task. Turn it on if the member field should be available in the task.
Language - An optional field, you can select a language from the dropdown list. The dataset with languages is filled out separately.
External Key - An optional field, you can enter an external key for the row.
Modified – A non-editable field, automatically set after a change or addition of a row.
After entering all necessary fields, you can click Save to save the data, click Save and Add More to save the data and open a new window for filling, or Cancel if the data does not need to be saved.