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Task List - Overview

The task list serves as the main interface for viewing, managing, and handling tasks in the Task Manager system. It enables users to efficiently organize work through access to all assigned tasks in one clear view.

Access to Task List​

Access to the task list can be obtained in two ways:

  • Task list icon in the sidebar (quick access)
  • "Task List" after expanding the sidebar (full section name)

Task List - Main View

Main task list view with tasks displayed in table format

Page Header - Selection Options​

At the top of the page, task filtering options are available:

  • All tasks - complete list of tasks in the current basket
  • Consultations - tasks related to consultation processes
  • Saved filters - custom filters created by the user (details in the Basket Filtering article)

Task List View​

Display Format​

Tasks are displayed in table format with columns defined by the user (described in detail in the Column Visibility Settings article).

Scope of Displayed Tasks​

The list shows tasks for the currently selected basket (group), whose change is described in the Changing Task Basket article.

Task Details - Sidebar​

Opening Details​

Clicking on any task record opens a sidebar from the right side of the screen containing:

  • Most important case/task data
  • Key information about status and progress
  • Change history and comments

Task Details Sidebar

Right-side sidebar showing detailed information about the selected task

"Change Assignment" Function​

The sidebar contains an "Change Assignment" action button that enables transferring the task to another user.

Assignment Change Modal​

After clicking "Change Assignment", a modal opens with the following functionalities:

Assignment Modal

Assignment change modal with list of available users and information about their workload

User List​

  • Complete list of users available in the system
  • Information about planned nearest absence for each user
  • Counter of currently handled cases for each employee

New Assignee Selection​

The modal enables selection of a user to whom we want to transfer the task, with full context of their availability and workload.

Task Basket Benefits​

  • Central location for managing all tasks
  • Personalized view adapted to individual roles and permissions
  • Effective planning thanks to deadline visibility
  • Quick orientation in priorities and workload
  • Easy monitoring of team progress

Integration with Other Modules​

The task basket is integrated with:

  • Dashboard - displaying summaries and statistics
  • Notifications - automatic alerts about deadlines and status changes
  • Reports - analysis of performance and task completion time