Daily Tasks
Daily Tasks
Creating a Task
Last Updated: April 19, 2026This guide walks you through creating a new task and assigning it to a team member. Who Can Create Tasks? By default: Your System Admin can adjust these defaults under Admin → Role Permissions. Step 1: Open the Task Form 📸 [Screenshot: Daily Tasks page — + New Task button] Step 2: Fill In the...
Task Workflow — Start, Complete, Reassign
Last Updated: April 19, 2026Once 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...
Carry-Over & Overdue Tasks
Last Updated: April 19, 2026When a task is not completed by its due date, ITMKit automatically handles it so nothing falls through the cracks. This guide explains how carry-over works and what the Pending view shows. Automatic Carry-Over Every time the Daily Tasks page is loaded, ITMKit checks for tasks that: These tasks are automatically moved to today’s date...
Daily Tasks — Permissions Reference
Last Updated: April 19, 2026This page lists all 29 Daily Tasks permissions, what each one does, and the default setting for each role. System Admins can change these defaults under Admin → Role Permissions. ✅ = Allowed by default ❌ = Not allowed by default VIEW — Task Visibility Permission Description Manager Supervisor Staff view_today See Today tab —...
Daily Tasks — Overview
Last Updated: April 19, 2026The Daily Tasks module is the core of ITMKit’s day-to-day operations. It gives your team a structured way to create, assign, track, and close IT tasks — with full audit history, automatic overdue handling, and granular permission control. What You Can Do Task Views Use the view buttons at the top of the page to...