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Adding a New Task

The Adding a New Task feature allows creating a new task within the Task Manager system. It enables the user to define the basic task parameters, assign it to the appropriate person or team, and specify execution details.

Module Structure​

Task Creation Form​

The form consists of the following fields:

  • Task name
  • Task description
  • Task type (e.g., KYC, consultation, document generation)
  • Priority
  • Assigned user or team
  • Due date
  • Attachments (optional)

Task Creation Process​

  1. The user opens the task creation form.
  2. Fills in the required fields.
  3. Optionally adds attachments.
  4. Confirms task creation by clicking the “Create” or “Save” button.

Effects of Adding a Task​

  • The task appears on the task list.
  • The assigned user receives a notification.
  • The task receives an initial status (e.g., “New”).
  • Further editing of the task, adding comments and attachments is possible.

Change History​

Each change to the task (e.g., editing, status change, attachment addition) is recorded in the task history:

  • User who made the change
  • Date and time of the change
  • Type of change (e.g., creation, edit, assignment)
  • Change details

Task Preview​

The system allows previewing task details, including:

  • Displaying all task fields
  • Browsing attachments
  • Viewing change history
  • Adding comments

Task Management​

Users can edit the task, change its status, reassign it to others, and delete the task if permitted.