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Xavier CAILLAUD edited this page Nov 13, 2018 · 4 revisions

Welcome to the tasklists wiki !

How to use it ?

Plugin tasklists

Define contexts

Setup > Dropdowns > Tasklists > Contexts

On screenshot, we created 4 contexts :

  • GLPI
  • GLPI > Project 1
  • GLPI > Project 2
  • GLPI > Project 3

These are the different contexts that can be used to manage tasks :

  • With statutes tab : Sort the linked statuses
  • With visibility tab : Define groups allowed to use context

Define statuses

Setup > Dropdowns > Tasklists > Statuses

On screenshot, we created 5 statuses :

  • To plan
  • Planned
  • In progress
  • Resolved
  • Closed

These are the different statuses that can be used with contexts :

  • Add a color for status
  • Define as finished state (for kanban view : "Archive all tasks of this state" link)
  • Link them with contexts

(Option) Setup notifications

Define how receive task creation / modification / deletion of tasks

Create tasks

Enjoy ! You can now create tasks from Kanban view & move them into each statuses.

Now you can :

  • Create & define actors of tasks
  • Use richtext on tasks
  • Add comments to tasks
  • Use tasks templates by context
  • Link tasks to tickets
  • Clone tasks
  • Archive tasks
  • Preference : Define your context by default
  • See percentage of completion from tasks

And use filters :

  • See authors tasks
  • See archived tasks
  • See in progress tasks
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