Task Management

The Task Management module allows users to create, track, and manage tasks independently or in association with ITSM records. Tasks help break down work into actionable items, assign ownership, track progress, and ensure timely completion through due dates, priorities, and notifications.

Tasks can be created and managed directly from the Task module and are also associated with the following modules:

• Incident

• Problem

• Change

• Request

This enables teams to track operational and follow-up activities linked to ITSM workflows while also supporting standalone task management.

Task visibility and actions are role-based:

• Infraon Admin can view and manage all tasks.

• Other users can view:

  • Tasks created by them

  • Tasks assigned to them

  • Tasks assigned to their teams (based on workspace and team mapping)

The module supports task creation, inline updates, detailed editing, filtering, searching, repetitive tasks, attachments, notifications, and audit tracking.

What You See on the Screen

The Task page provides a consolidated view of tasks across modules, along with tools for searching, filtering, and managing them efficiently.

Task View | Basic Details

Label	Action	Description / Example
Search	Enter text to search	Searches tasks by keywords such as Task ID, Name, or Description. Example: Searching workflow lists all tasks whose descriptions contain the word.
Filter	Click to apply filters	Opens the Filter Condition panel to narrow tasks based on selected fields and conditions. Choose a task attribute to filter on. Options Include: Task ID, Name, Description, Status, Priority, Type, Assignee, and Due Date.
Select Date Range	Select a predefined time range	Filters tasks based on creation or update time. Examples: Current Hour, Last 60 mins, Last Hour, Last 3 Hours.
Add Task	Click to create a task	Opens the Task creation sidebar to add a new task with required details such as description, status, due date, assignee, and more.
Task ID	Click to view details	Opens the Task Details sidebar for the selected task. Example: #TSK22104.
Task Name / Description	View or edit	Displays the task description. Can be edited from the task details sidebar.
Assignee	Select or update	Assigns the task to a user. The assignee receives notifications on task creation and updates.
Priority	View priority	Displays task priority levels (e.g., Critical, Medium), helping identify urgency.
Status	Inline edit	Allows quick status updates directly from the list. Example: Change from To Do → In Progress.
Actions
Edit	Click	Opens the Task Edit sidebar, allowing users to modify task details, including description, status, priority, due date, assignee, repeat configuration, attachments, and additional information. Changes are saved on submission and reflected in the task list immediately.
Delete	Click	Deletes the selected task after confirmation. Once deleted, the task is permanently removed from the task list and audit logs capture the deletion action.