Task Management
In this section, find the information on the Task table that is a parent for all task tables used to register and track the work on the service and product development as well as client support.
The section also covers state transition settings and provides instructions on auto assigning that you can use to customize the system so that it fits the workflow in your company.
Task
Familiarize yourself with one of the main tables of the system designed to handle different types of tasks. Find an example of how the Task table is extended to the ITSM application and get helpful links for creating extended task tables on your own in this article.
State Flow Designer
Read this article if you need to edit the "out of the box" state models and transitions between the states for the Task and its child tables, or if you want to configure a state model for a new table. An example given in the article will help you to easily make necessary state settings.
Auto Assignment
In this article, you can discover how to set up auto assignment to different task types. Auto assignment in SimpleOne can be of various types. One of them considers work distribution balance between the employees.
Taskboards
Learn how to visualize task records in the form of cards and lanes. You can create new task records directly from the task board and drag the cards between the state columns that will result in the record State field value updates correspondingly.
A task board is a tool to easily manage the task records, and it provides more flexibility and fewer dependencies for the record state updates. If you want to follow a stricter methodology, use the Kanban boards instead.