Update Task Status
This feature enables users to update the task status through specific and controlled actions instead of freely selecting a status, ensuring that task progress is tracked consistently throughout its lifecycle.
Before You Start
- Ensure that the Task Management app is enabled through Apps Manager by navigating to Settings from the main menu.
Steps
- From the main menu, click Task Management.
- Click Tasks.
- Click the required task from the Task List.
- Click the task status drop-down list at the top of the Task Details screen.
- The list displays only the actions available based on the current task status, not all possible statuses:
- If the task is To Do, the available action is Acknowledge.
- If the task is In Progress, the available action is Complete Task.
- If the task is Completed, the available action is Undo Completion.
- The list displays only the actions available based on the current task status, not all possible statuses:
- Select the required action.
- A confirmation message corresponding to the selected action appears. Click Confirm to proceed with applying the status change.
How the System Works
- You cannot freely select any status from the drop-down list. The available actions depend entirely on the current task status.
- The available status updates are as follows:
- To Do, through the Acknowledge action, changes to In Progress.
- In Progress, through the Complete action, changes to Completed.
- Completed, through the Undo Completion action, returns to In Progress.
- There is no direct transition from To Do to Completed. The task must first move to In Progress.
- Each action requires confirmation through a confirmation message before it is applied, with a different message for each action:
- Acknowledge: “Do you want to acknowledge this task and start working on it?”
- Complete Task: “Are you sure you want to mark this task as completed?”
- Undo Completion: “Are you sure you want to return this task back as in Progress?”
Validation Rules
- The task status cannot be changed without confirming the action through its confirmation message.
- The task cannot be changed directly from To Do to Completed.
- The drop-down list displays only the status/action available for transitioning from the current status.