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Once a task is created, it moves through a workflow from Open to Done. This guide explains each step and who can perform it.

The Task Workflow

Open → In Progress → Done

Each transition requires a specific permission. Your System Admin configures which roles can perform each action.

Starting a Task

When you begin working on a task, mark it as In Progress so your team knows it is being handled.

  1. Find the task in your My Tasks or Today view.
  2. Click the task to open the detail panel.
  3. Click Start.
  4. The status changes to In Progress and the start time is recorded automatically.

📸 [Screenshot: task detail panel — Start button]

Only the assigned staff member (or a Supervisor/Manager) can start a task by default.

Completing a Task

When the work is done:

  1. Open the task detail panel.
  2. Click Complete.
  3. The status changes to Done, the completion time is recorded, and your name is logged as the person who completed it.

📸 [Screenshot: task detail panel — Complete button]

A completed task cannot be edited. If a task was marked Done by mistake, a Manager can reopen it using Override Status.

Reassigning a Task

If a task needs to be handed to a different staff member:

  1. Open the task detail panel.
  2. Click Edit (or the Reassign button if available).
  3. Change the Assigned To field to the new staff member.
  4. Click Save.

The task remains in its current status — only the assigned person changes. The reassignment is recorded in the task history.

📸 [Screenshot: task detail — Assigned To field being changed]

Reassigning requires Supervisor or Manager permission by default.

Overriding a Task Status (Manager Only)

In some cases a Manager may need to set a task to any status directly — for example, to reopen a task closed by mistake, or to mark an incomplete task as Done.

  1. Open the task detail panel.
  2. Click Override Status.
  3. Select the target status.
  4. Click Confirm.

The override is logged with the manager’s name and timestamp.

Manual Carry-Over

If a task cannot be completed today and should be scheduled for tomorrow:

  1. Open the task detail panel.
  2. Click Carry Over.
  3. The due date moves to tomorrow. The carry-over count increases by 1.

Manual carry-over always pushes to tomorrow. Automatic carry-over (overnight) always pulls to today. See [Carry-Over & Overdue Tasks] for details.

Task History

Every action on a task is recorded — creation, status changes, reassignments, edits, carry-overs. To view the history:

  1. Open the task detail panel.
  2. Scroll to the History section at the bottom.

📸 [Screenshot: task history log]

Next Steps

→ [Carry-Over & Overdue Tasks]
→ [Permissions Reference]

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