• Subject – Enter the subject for the task in order to easily identify it.
• Hourly Rate – Set task hourly rate
• Start Date – Set the date when the task should be valid.
• Due Date – Set the due date when this task should be finished.
• Priority – Select task priority, Low, Medium, High, Urgent.
• Repeat Every – If you want to mark this task as recurring to be repeated based on the period selected, select recurring options accordingly to your needs.
• Related To – If you want to associate the task to a specific feature like project, customer, invoice etc.. you can choose from this list.
• Tags – Add task tags for easier identification, for example, bug, wordpress, etc…
• Task Description – Provide additional information for the task.
• Click Save

After you create the task, you will be able to add assignees and followers directly in the task modal from the right side.

When a follower or assignee is added to the task, the user will receive an email and bell notifications that he/she is added as assignee or follower to the task, if you need to adjust the email templates that are sent to the user, you can do this in Setup->Email Templates.

Task Comments

The users that are able to view the tasks, like creator, assignees, and followers, can comment on the task for further collaboration.

To add task comments, inside the task modal, click on the Comments link and click on the empty text area to add comment content.

If you need to attach files with the comment, you can just drag and drop the files inside the marked upload files area.

By default Adlis ERP-CRM Dev. ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple action hook to fit for your needs.

We assume that you have some basic knowledge of reading php code for this article but won’t be that hard if you don’t have. You can just copy and paste the code and adjust the keys for your needs (see below keys explanation).

In this example you will add 2 new task statuses with name On Hold and Ready For Production

See below examples of code that you must add in application/helpers/my_functions_helper.php file (create the file if don’t exists)

<?php

// Version 2.3.0 and above
hooks()->add_filter('before_get_task_statuses','my_add_custom_task_status');

// Prior to version 2.3.0
// Uncomment the code below and remove the code above if you are using version older then 2.3.0
// add_action('before_get_task_statuses','my_add_custom_task_status');


function my_add_custom_task_status($current_statuses){
    // Push new status to the current statuses
    $current_statuses[] = array(
           'id'=>50, // new status with id 50
           'color'=>'#989898',
           'name'=>'On Hold',
           'order'=>10,
           'filter_default'=>true, // true or false

        );
    // Push another status (delete this code if you need to add only 1 status)
    $current_statuses[] = array(
          'id'=>51, //new status with new id 51
          'color'=>'#be51e0',
          'name'=>'Ready For Production',
          'order'=>11,
          'filter_default'=>true // true or false
        );

    // Return the statuses
    return $current_statuses;
}

• id – The id of the task status, its recommended to add higher id number to prevent overlapping the default system id’s for the task statuses. Eq now currently there is task statuses with id 1, 2, 3, 4 and 5 and in a future if new default task statuses is added with an id 6 and you already have injected your own status with id 6 can cause issues. Its not recommended to change the ID after there is tasks that are using the status id.
• color – Color for this status in hex format.
• name – The name of the status that will be displayed to users.
• order – The order of the status, eq for kanban order.
• filter_default – This option is used if you want to exclude the tasks that are using this status by default to be included in the lists tables. Eq if this option is false when you access the Tasks lists area (main tasks lists or related) by default the tasks that are using to this status wont be shown and you will neeed manually to use the filters to include in the table. A simple example here can be eq if you add status Cancelled, you won’t need cancelled tasks to be shown by default in the table.

After you adjust the code to fit for your needs save the file my_functions_helper.php and you will be able to see your new task statuses.

To achieve this go to Setup->Settings->Tasks and set Allow all staff to see all tasks related to projects to NO

While the task modal is opened on the top right area click on the 3 dots icon.

Additionaly by the regular task data you can copy assignes, followers, attachments and checklist items.

If any of the them exists in this task will be shown as checkbox items to check/uncheck while copying the task.

Go to Tasks menu item from the main admin menu and on the top right button click New Task

On the Related to field select where this task will be linked.

After you select the feature where the task will be linked on the right side a dropdown will be shown to select specific eq. project.

Tasks can be related to many features in Adlis ERP-CRM Dev..

To create recurring task go to the Tasks menu in the admin area and click on the top left button New task

A popup modal will be shown to add new task.

1. Add task subject
2. On the recurring field select repeat interval, you can also select custom interval to fit for your needs.
3. Save the task

How the task will be repeated?

If you set start date 2016-09-27 and set repeat every week the task will be auto created after 7 days from the start date, in this case the task will be auto created on 2016-10-03.

How will I receive notification when the task will be re-created?

The task assignees will receive an email and web notification that new task is assigned to them or simply you will be able to notice the new task in the tasks list area.

Stop a recurring task

First, find your recurring task by applying a filter to the Tasks table as shown below.

Then edit the task and set the Repeat Every drop-down field to empty.

Notes

1. This feature requires CRON Job setup to work properly.
2. This feature is added in version 1.2.4

On the right side of the task modal there will be a dropdown to select assignees.

You can add unlimited number assignees to specific task and track their time logged.

After you add member as assigned to task this member will get notification email and built-in that is assigned to this specific task.

To view all task timesheets while the task modal is open click on the timesheets icon.

Below this button a table will be shown with all task timesheets related to this task.

You can insert manualy timesheet for specific task just using the below table form area.

To add new timesheets you will need to select Start Time, End Time and  Member. Note that in the dropdown member area will be shown only task assignees.

After you select a customer this dropdown will be auto-populated with all the tasks that are associated with this client (Note that projects tasks are excluded here check below no.2)

2. You can read more here how to invoice a project tasks: Invoicing Project Tasks