Task Management

Task Management in PrismERP is used to create, assign, and track work items across teams and departments. It supports structured task organization through task types, goals, categories, and individual tasks. Tasks move through defined workflow stages, can be assigned to multiple users, and are monitored until completion, review, and closure. The module also supports batch task creation, workload distribution, Kanban tracking, and task administration.

Add Task Type

Field	Action
Name	Enter a unique name for the task type (e.g., Development Task, Support Task, Meeting Task).
Code	Enter a unique code to identify the task type.
Source	Select the module(s) from which tasks can be created using this task type.
Permitted Departments	Select specific departments that can use this task type, or choose All to make it available across all departments.
Enable Auto DT Entry	Enable this option to automatically create Daily Task (DT) entries based on the configured task type.

After creating a task type, it becomes available in the Task Type List. Users can view all configured task types along with details such as name, code, source module, permitted departments, and auto DT entry status. The search panel allows filtering based on available criteria. New task types can be created from the list using the add option, and existing records can be edited when configuration updates are required.

Add Task Goal

Field	Action
Type	Select the goal type. Regular is used for ongoing objectives, and Sprint is used for time-bound goals within a sprint cycle.
Title	Enter the goal title.
Branch	Select the branch where the goal will be applied.
Source Type	Select the source category linked to the goal.
Source	Select the specific source based on the selected type.
Description	Enter a detailed description of the goal, including objectives and expected outcomes.
Permitted Department	Select departments that can access or manage this goal.

After creating a goal, it appears in the Goal List, where all goals and sprints are displayed in a structured format. Users can filter goals using the search panel based on branch, source type, goal type, and other criteria. Each goal can be opened to view associated tasks, including assignments, priorities, estimated timelines, and progress details. Tasks under a goal can be updated, assigned to multiple users, commented on, deleted, or transferred to another goal or sprint.

Add Task Category

Field	Action
Name	Enter the task category name.
Parent	Select a parent category if creating a sub-category.
Code	Enter a unique category code.
Description	Enter a detailed description of the category.

After creating a task category, it is displayed in the Task Category List in a hierarchical structure. Users can search categories, assign employees, and delete records from the list view. Task assignments can also be updated directly without opening individual category records.

Add Task

Field	Action
Task Name	Enter a clear name that defines the task.
Description	Enter detailed task information including scope and requirements.
Duration	Enter the estimated time required to complete the task.
Unit	Select the unit for duration measurement.
Start	Define the planned start date and time.
End	Define the expected completion date and time.
Priority	Select the task priority level.
Delivery Deadline	Set the final deadline for delivery.
Complexity Level	Define the complexity level of the task.
Branch	Select the branch where the task will be executed.
Assigned	Assign the task to a user or team.
Team	Select the responsible team.
Supervisor	Assign a supervisor for monitoring.
Reviewer	Assign a reviewer for approval.
Parent Task	Link to a parent task if applicable.
File	Attach supporting files.
Recurrent	Enable recurring task setup.
Milestone	Mark as a milestone task.
Estimated	Enter estimated effort.
Source Type	Select the origin type of the task.
Source	Select the specific source.
Type	Select task classification type.
Goal/Sprint	Link task to a goal or sprint.
Product	Select related product.
Main Area	Select main functional area.
Module	Select system module.
Sub Module	Select sub-module.

After creating a task, it appears in the Task List where all tasks are organized for tracking. Users can search, assign multiple assignees, and edit task details. Clicking a task number opens the Task Details View, which contains full task information including assignments, attachments, and workflow status.

Tasks move through workflow stages from Draft to In Progress to Completed. Tasks can be rejected if required. Multiple assignees can be added, and comments and attachments can be included. After completion, tasks are submitted for review. The reviewer can approve the task or return it for further updates. Approved tasks are marked as Reviewed.

Add Batch Task

Batch Task allows users to create multiple tasks at once by defining common information and adding multiple task rows with individual details such as name, duration, start, end, and deadline.

Batch tasks can also be uploaded manually using the Batch Task Uploader by importing structured files containing multiple task entries.