In Restya Core , tasks help you manage code, estimate workload, and keep track of your team. On this page, you'll find a quick overview for everything that you can do with an task.
Video tutorial for how to add task
What is an task?
Various associations use Restya Core to follow various types of tasks. Contingent upon how your association is utilizing Restya Core, an task could address a product bug, an project task, a helpdesk ticket, a leave demand structure, and so forth.
You can access an tasks in Restya Core from a search result, from a dashboard gadget that provides access to tasks and various views of the project.
Everything in the tasks is customizable in the workflow. For example, a user wants to move the task title into the right corner of the task view page, then the User can drag and change the position in the workflow Form UI page.
A Restya Core tasks typically looks like this :
Your Restya Core tasks may look different from the above screenshot. Because it will differ based on the workflow and customizable.
The fields shown in the above screenshot are:
|Project||The parent project to which the task belongs.|
|Key||A unique identifier for this task, in the example above: FSM #304. (The characters to the left of the hyphen represent the project to which this task belongs.)|
|Title||A brief one-line summary of the task. For example, "User Personalize".|
|Status||The stage the task is currently at in its lifecycle (workflow). statuses may differ based on the workflow.|
|Priority||The importance of the task in relation to other tasks. (See below for a list of priorities).|
|Resolution||A record of the task's resolution, if the task has been resolved or closed.|
|Color||Differentiate the task based on the color.|
|Milestones||Project milestone(s) in which the task was (or will be) fixed.|
|Component(s)||Project component(s) to which this task relates.|
|Labels(s)||Labels to which this task relates.|
|Description||A detailed description of the task.|
|Assignee||The person to whom the task is currently assigned.|
|Reporter||The person who created the task into the Restya Core.|
|Votes||The number shown indicates how many votes this task has.|
|Watchers||The number shown indicates how many people are watching this task.|
|Due Date||The date by which this task is scheduled to be completed.|
|Start Date||The date by which this task is scheduled to be started.|
|Original Estimate||The Original Estimate of the total amount of time required to resolve the task, as estimated when the task was created.|
|Time Tracking||The sum of the Time Spent from each of the individual work logs for this task.|
|Checklists||Contain checklists of the task for todo.|
|Attachments||Files or images related to tasks.|
|Subtasks||Dividen the work of the parent task as tasks.|
|Dependencies||All tasks which related to the task.|
Project and task keys
Task keys are unique identifiers for every piece of work you track with Resta Core. They are easily recognizable and quick to remember.
You'll see task keys:
- On tasks themselves, as a label
- In search results and saved filters
- On tasks on your boards or in a project's.
- In links connecting pieces of work
- In the task's URL
- Anywhere you need to reference the work you're tracking
tasks keys are made up of two parts:
The project key (SMART in the screenshot above) A sequential number
Project keys are a series of alphanumberic characters that describe to people across your Restya Core site what pieces of work are related to your project. They're the most memorable and recognizable piece of an task's identifier. For example, our team is codenamed Facebook Scrum. We use the project key "FSM" to help people across Restya Core know and recognize work that relates to our team.
Project admins can create and assign their project's key when they create a new project. Based on the project's name, Restya Core suggests a recognizable key. If you're a project admin, you can customize this while creating a project They must be at least 3 characters long and start with an uppercase letter. Read more about editing a project's details.
A Restya Core filter is a saved set of search criteria, similar to a bookmark. Some filters are predefined in Restya Core – such as Tasks Assigned To Me, Tasks I've Created, Tasks I've Assigned to others, Recently Completed Tasks – these are known as system filters. A filter may also be a set of search criteria defined and saved by a user.
To use a filter, simply click it. Your favorite filters are shown in the panel on the left. You can view all of your filters as well as find filters shared with you here.
When you run a filter, the saved search criteria is loaded for you in the displayed board view.
Searching for Tasks
Restya Core gives an incredible task search facility. You can look for tasks across range, milestones and components utilizing a scope of search criteria. Restya Core likewise makes custom fields accessible as search standards, permitting you to refine your searches much further.
The search can be saved as a filter in Restya Core, allowing you to recall the same search and run it again or even share it with other users.
In Restya Core, The first step in searching for tasks is to define the criteria for your new search. You can define your search criteria in two different ways: using the quick search or using the advanced search.
|Quick search||The quick search is the fastest way to define search criteria. However, it is less precise than other search methods for complex queries (e.g. project = Restya Core AND status = Todo AND priority = High). The quick search is in the navigation bar.|
|Advanced search||The advanced search is the most powerful of the three search methods. You can specify criteria that cannot be defined in the other searchs.|
Using Quick Search
Sometimes you just want to be able to get to the particular task that you are interested in. Other times you can't remember what the task was, but you remember that it was an todo task, assigned to you. Quick search can help you.
The Quick Search box is located at the top right of your screen. Quick search also enables you to perform 'smart' searches with minimal typing. Each data you can be search in the quick search like due date, milestone, assignee etc..
As you type your query, Restya Core will recognise the context and offer a list of "auto-complete" suggestions as follows:
Quick search also supports Free-text searching.
You can search for any word within the task(s) you are looking for, provided the word is in one of the following fields:
Quick search shows the searched result in the different views of the Board View's.
Describe how to define and execute a search using the advanced search.The Advanced Search box is located at the top right of your screen on the dropdown.
Restya Core aims to offer the best possible performance for instant search. Rather than attempting to replicate the raw power of Elasticsearch. Implemented for lightning-fast, with search-as-you-type functionality right out of the box.
Restya Core Advanced Search provides twp important factors to consider: speed and ease of use. It will display result less than 50 milliseconds.
It also supports Free-text searching.
Performing Text Searches
You can use meilisearch's text-searching features when performing searches on the following fields
Features of Advanced Search
- Default filter option is supported by the advanced search to find out the particular tasks on a group basis. Filter options are Project, Status, Reporters, Assignees, and Labels.
- Quick Response for user end search.
- You can customize, how many tasks need to display on each page based on the search.
so many hidden features contain Restya Core Advanced Search.
Use subtasks to break up the work of a task into smaller parts or to help divide up the work among multiple people. Subtasks function like independent tasks with all the same fields as a parent task, but are embedded within a parent task.
Create a subtask
To create a subtask:
- Open the task on any view, which wants to add the sub-tasks
- Click the Add subtasks button in the below of the task view page.
- Enter the Name of the subtask, then enter to add the sub task.
- Restya Core provides option for the quick accessiblity and updation of the subtasks of Due Date, Assigness and Delete option from the parent task itself.
- To access and modify a subtask's details fully, Click the arrow icon next to the calendar icon. it will navigate into subtask details view page.
In the subtask details, you'll see all the options you'd have for a parent task, including the ability to create more subtasks. you'll see all the options you'd have for a parent task, including the ability to create more subtasks.
In all the board view, sub tasks are displayed as like as parent tasks.
Restya Core provides the delete option for the subtasks on the two places. Places of
- Parent Task View Page
- Subtask View Page
To delete a subtask from :
Parent Task View Page
- Open the parent task and go to the sub-tasks section below.
- Subtasks will be displayed as a like list with a delete icon.
- Select the delete icon and confirm box popup, then confirm to delete.
Subtask view Page
- Click on the subtask you want to delete
- Click the setting icon
- Select Delete button and confirm box popup, then confirm to delete.
History of Tasks
Restya Core track every stage of the task, it shows in the history panel of the task view page with detailed information.
Detailed information contains
- User - Information about the user (Which user changed the stage of the task).
- Status - Name of the status changed by the user.
- Date - Status changed date with time.
Access the History of Tasks
- Click on the task, its popup the task detail view page.
- Right corner of the task view page header, click on the history icon.
- Automatically slide down occur and show the history of the task.
Many users ask us about the possibility of copying and pasting tasks from one project to another or within same project.
Literally copying and pasting (as in Ctrl + C , Ctrl + V) is not possible in our current structure, but we offer this that can help overcome this limitation.
To copy a task:
- Click the setting icon from the right pane of the task view page.
- Under the "Copy Task" section, Enter the title of the copy task.
- Then, choose the project and status from the select box, it will copy the task to that chosen project on chosen status.
- Click the Copy button, it will copy all the details of the task into a new one.
Restya Core provide this option to transfer information from one project to another on less time.
Sometimes, an task may belong to a different project, and you may want to move this task to another project. You can easily do this by using the Move task.
Restya Core offer the option to the user of moving tasks from one project to another or within same project.
To move a task:
- Click the setting icon from the right pane of the task view page.
- Under the "Move Task" section, choose the project and status from the select box, it will move the task to that chosen project on chosen status.
- Click the Move button, it will move the task into a newly chosen place.
If you create a task in error or decide it's unnecessary, you can delete it.
- From the right pane of the task page. Click the setting icon and select Delete Task from the drop down menu.
- Confirm Popup and confirm to delete it.