Task List

You are now on the Task List screen.

View the task table

When the page loads, you will see a table showing all tasks for your current centre/location. Each column shows: Name: The task name and its description below. Account: The member's full name and email address linked to the task. Estimated date: The date range (start and end) for when the task is scheduled. Status: A coloured label showing the current state of the task (Pending, Ready, Processing, Completed, Cancelled or Expired). Action: A three-dot icon that opens additional actions for that task. Click any row to open the task's details page.

Filter tasks by status

At the top of the table you will see a row of tabs: All, Pending, Active, Completed and Cancelled. Each tab shows a counter badge indicating how many tasks are in that status. Click a tab to show only tasks in that status. All — shows every task regardless of status. Pending — tasks waiting for approval. Active — tasks that are ready or currently being processed. Completed — tasks that have been finished. Cancelled — tasks that were cancelled before completion.

Search for a task

Below the tabs you will find a Search text field. Start typing a task name, member name or keyword. The table updates automatically as you type.

Filter by date range

Next to the search field you will see two date fields: From date and To date. Click either field to open a date picker. The date picker also has shortcut buttons for quick selections: Last 3 months: From 3 months ago to today. Last 6 months: From 6 months ago to today. Last 12 months: From 12 months ago to today. YTD: From 1 January of the current year to today. Reset: Resets to the last 6 months. When you select a range, the table filters to show only tasks within those dates.

Clear filters

When you have active filters (beyond the defaults), a filter results bar appears above the table showing your active filters as small chips. Click the X on a chip to remove that individual filter. Click the Clear button (with the bin icon) to reset all filters at once.

Sort the table

Click the Estimated date or Status column headers to sort the table. Click once to sort in one direction (ascending), click again to reverse (descending). The Name, Account and Action columns cannot be sorted.

Use row actions

Click the three-dot icon (⋮) in the Action column for any task row. A pop-up menu appears with the following options depending on the task's status: Approve: Pending tasks only — opens a dialog to approve the task so it can move forward. View: All tasks — navigates to the task's details page. Cancel: Active tasks only (Ready/Processing) — opens a dialog to cancel the task. Requires Owner or Box Manager role. Postpone: Active tasks only (Ready/Processing) — opens a dialog to reschedule the task to a later date. Requires Owner or Box Manager role.

Change table density and pagination

At the bottom of the table you will find pagination controls. Use the Rows per page dropdown to choose how many tasks to show per page (default is 10). Use the page buttons to navigate between pages. Toggle the Compact switch to make the table rows more compact so you can see more tasks at once.

Create a new task

Click the Create new task button in the top right corner of the page. A dialog opens with the following fields: Member: Required — start typing a member's name or email. Select the right person from the dropdown. Task template: Required — start typing the name of a task template. Select one from the dropdown. From date: Required — select the date and time for when the task should begin. Must be today or later. To date: Not required — select the date and time for when the task should finish. Leave the field empty if there is no fixed deadline. Click Create to save the task. The task is created with an active state and does not require further approval. Click Cancel to close the dialog without creating anything.

Create a booking for a member

Click the Create booking for member button (outline style) in the top right corner. A dialog opens with the following fields: Member: Required — start typing a member's name or email. Select the right person from the dropdown. Task template: Required — start typing the name of a task template. Select one from the dropdown. From date: Required — select the date and time for when the booking should begin. Must be today or later. To date: Not required — select the date and time for when the booking should finish. Click Create to save the booking. The member will automatically be notified about the booking. Click Cancel to close the dialog without creating anything.

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