Scheduler

The Scheduler is a small CRM system that allows employees to assign tasks to one another and track their completion. A task can also be assigned to yourself — as a reminder.

Window Layout

The window consists of three lists and an auxiliary panel:

• Users — store employees;
• Tasks — tasks of the selected user;
• Responses — responses and comments on the selected task; below it is the “Add Comment” field.

The “Embedded Web Module” panel displays additional information about the task (see “Basic Operating Principles”).

Viewing Tasks

When the Scheduler is opened, active tasks for all users are loaded. Selecting a user on the left switches to their task list. The “Tasks” toggle determines which tasks to display:

• in progress — tasks assigned to this user;
• created — tasks created by them for other employees.

The “Status” and “Type” quick filters narrow the list (the “< Any >” value clears the filter). Task list buttons:

• “Refresh current task list” — reload active tasks;
• “Load completed tasks” — retrieve completed tasks of the selected user from the archive (the archive retention period is set by the developer in the user settings);
• “Table Designer” — configure the displayed columns.

To avoid refreshing the list manually, enable notifications: “System” → “Dispatcher” → “Settings” tab → “Notifications” → options “You have a new task” and “Your task has been completed” (see “Dispatcher and Locks”).

Creating a Task

The “Add Task” button opens the task window with the following fields: Name, Creator, Assignee, Type, Status, and Notes. The “Private” checkbox makes the task visible only to the creator and the assignee. A new task can only have the status “New”. Clicking “Done” creates the task and adds it to the list; its first condition is duplicated below the list for convenience.

Responses and Status Changes

A response to a task changes its status, so only the current assignee can add one — using the “Add Response to Task” button. If you only need to add a note to someone else’s task without changing its status, use the quick “Comment” option.

The task status and its assignee are governed by the following rules:

• the assignee can only be changed when the status is “Reassigned”, “Requires Clarification”, or “Completed”;
• for the statuses “Reassigned” and “Requires Clarification”, a new assignee is required;
• the status “Completed” returns the task to the creator — they either accept the work or reassign it;
• the status “Closed” (archiving) can only be set by the task creator.

Configuring Types and Statuses

The value lists for the task Type and Status fields can be extended by the developer in the “Design” → “Settings Registry” section, under components → “Scheduler” (see “Settings Registry”).