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[[Settings_-_Tasks_EN|en]] | '''uk''' | [[Настройка_-_Задания|ru]]

<youtube>https://youtu.be/ONs3sWCjFAg</youtube>

== Tasks qualifier ==

The task classifier allows to set up work with each [[Groups_and_types_of_tasks_for_work|type of task]] performed at the enterprise quite flexibly.

The types of tasks of similar topics can be grouped into groups.

[[File:2024-02-21 19-20.png|thumb|800px|center]]

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_08_EN">A quick search by task type name has been added to the task type classifier</span>

[[File:2025-07-21 17-40.png|thumb|800px|center]]

== Possible time intervals for works ==

<br>
'''Starting from version 3.17:'''

<span id="anchor_317_83_EN">There is a new section where you can configure allowable time intervals for creating tasks where there will be buildings (in terms of both days of the week and specific buildings).</span>

[[File:2024-02-21 19-21.png|thumb|800px|center]]

[[File:2024-02-21 19-22.png|thumb|800px|center]]

== Setting task types ==

For a task type you can:
* specify the external design (icon, colour selection)
* [[List_of_tariffs|tariff]] payment and norms for performing [[Timesheet_works|tasks]]
* specify [[Settings_-_Main|additional fields]] with data and the need for selection fields [[User_Card|users]], [[Communications_installations_card|communications installations]], [[Building_card_(House_card)|houses]]
* fix a list of [[Settings_-_Tasks_EN#Automatic staff assignment|automatically assigned]] to [[Work_schedule|task]] [[Staff|employees]] and [[Subdivisions|subdivisions]]
* check [[Access_delimitation|access delimitation]] for different [[Configuring_profiles|profiles]] [[Accounts|operators]]
* select [[Settings_-_Documents|document template]] to generate a work order

[[File:2024-02-21 19-24.png|thumb|800px|center]]

<span id="anchor_317_92_EN">Starting from version 3.17 it is possible to clone/create a copy for task types</span>

[[File:2024-02-21 19-25.png|thumb|800px|center]]

<span id="anchor_317_94_EN">Also added the ability to upload task type catalogue to Excel (from version 3.17).</span> 

[[File:2024-02-21 19-26.png|thumb|800px|center]]

<br>
'''Starting from version 3.18:'''

<span id="anchor_318_96_EN">A field with a special type ("Emergency work") has been added for task types and a filter by special task type has been added to the list of tasks.</span>

[[File:2024-02-21 19-31.png|thumb|800px|center]]

[[File:2024-02-21 19-32.png|thumb|800px|center]]

<span id="anchor_318_128_EN">You can configure whether to output device selection and cable selection for the task types.</span>

[[File:2024-02-21 19-40.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_28_EN">In the setting of task types, added the possibility to specify the fields with building/flat as obligatory to be filled in</span>

[[File:2024-04-29 21-24.png|thumb|800px|center]]

<span id="anchor_319_29_EN">In the setting of task types, it is possible to disable the arbitrary field "Client" in the object selection</span>

[[File:2024-04-29 21-24 1.png|thumb|800px|center]]

<span id="anchor_319_35_EN">While editing a task type, added HTML editor for description of the task type</span>

[[File:2024-04-29 22-22.png|thumb|800px|center]]

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_11_EN">For each task type, it is possible to configure which objects are required fields (e.g., communication installation, customer, building, etc.)</span>

[[File:2025-07-22 12-10.png|thumb|800px|center]]

<span id="anchor_320_13_EN">Within the task type properties, it is possible to configure individual time norms for completion per building</span>

[[File:2025-07-22 12-26.png|thumb|800px|center]]

== Other task settings ==

There are additional settings for task parameters:

[[File:2024-02-21 19-27.png|thumb|800px|center]]

<br>
'''Starting from version 3.18:'''

<span id="anchor_318_106_EN">Added the option "Sort the history for the task in reverse order" to the setting.</span>

[[File:2024-02-21 19-33.png|thumb|800px|center]]

<span id="anchor_318_111_EN">For the task calendar, the option "Display a comment counter by task" has been added to the setting.</span>

[[File:2024-02-21 19-35.png|thumb|800px|center]]

<span id="anchor_318_115_EN">Added "When creating a child task - copy additional fields" option to the setting (when creating a task, it is possible to change the selection).</span>

[[File:2024-02-21 19-37.png|thumb|800px|center]]

<span id="anchor_318_116_EN">Added setting option "When selecting executives for a task, display all available subdivisions".</span>

[[File:2024-02-21 19-38.png|thumb|800px|center]]

<span id="anchor_318_130_EN">In the user information template in the task card, you can specify the output of the value of an additional field.</span>

[[File:2024-02-21 19-41.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_48_EN">Added setting option to copy to the child task only those additional fields that are used in the child task type as well</span>

[[File:2024-04-30 23-13.png|thumb|800px|center]]

[[File:2024-04-30 23-14.png|thumb|800px|center]]

<span id="anchor_319_49_EN">Added setting option "In the list of performers for a task, display a link for quick exclusion near each performer"</span>

[[File:2024-04-30 23-03.png|thumb|800px|center]]

[[File:2024-04-30 23-10.png|thumb|800px|center]]

== Standard comments ==

Comments and statuses can be used for tasks, a typical list of which is provided in the same section.

[[File:2024-02-21 19-28.png|thumb|800px|center]]

<br>
'''Starting from version 3.18:'''

<span id="anchor_318_112_EN">The "Allow an empty standard comment" option has been added to the setting.</span>

[[File:2024-02-21 19-36.png|thumb|800px|center]]

== Messages templates ==

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_47_EN">Added a variable with the name of the task status to the task notification templates</span>

[[File:2024-04-30 23-12.png|thumb|800px|center]]

<span id="anchor_319_97_EN">An option to select message format (text/html) has been added to E-mail message templates</span>

[[File:2024-04-30 23-15.png|thumb|800px|center]]

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_09_EN">When creating or changing the status of a task, it is possible to send an SMS to the customer linked to the task (optional system with customisable templates)</span>

[[File:2025-07-21 17-46.png|thumb|800px|center]]

== Notifications - Settings ==

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_12_EN">Tasks now support notifications in Telegram/Messenger for staff and observers about task status changes</span>

[[File:2025-07-22 12-19.png|thumb|800px|center]]

== Setting up statuses/states for tasks ==

A task can have different [[Task_card|states]]. The list of these states can be customised and added from yourself. Each state has a different system role, which allows the ERP "UserSide" to understand how to handle such tasks.

[[File:2024-02-21 19-41 1.png|thumb|800px|center]]

<span id="anchor_317_98_EN">Starting from version 3.17, in the task type setting for the possible statuses for this task type, you can specify the order of their display in tasks</span>

[[File:2024-02-21 19-42.png|thumb|800px|center]]

[[File:2024-02-21 19-46.png|thumb|800px|center]]

<span id="anchor_317_99_EN">In the task status setting, you can specify to require a comment to be entered when a task is moved to this status (since version 3.17) (previously there was a general setting parameter "When marking a task as completed - input a comment to the task")</span>

[[File:2024-02-21 19-47.png|thumb|800px|center]]

[[File:2024-02-21 19-48.png|thumb|800px|center]]

<span id="anchor_317_107_EN">If the status of a task is changed, you can set up the transfer of all inventory items from the task to the attached communication installation (from version 3.17).</span>

[[File:2024-02-21 19-49.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_21_EN">For task statuses, it is possible to configure a confirmation request to switch to that status</span>

[[File:2024-04-29 20-27.png|thumb|800px|center]]

<span id="anchor_319_22_EN">In the setting of task statuses added the parameter "When a task is moved to this status - Select an executor/subdivision"</span>

[[File:2024-04-29 20-28.png|thumb|800px|center]]

== Automatic staff assignment ==

It is possible to set up automatic assignment of specific [[Staff]] and/or [[Subdivisions]] to perform tasks depending on the geography where the task will be performed. This is very relevant in cases when different teams or employees are assigned specific [[Addresses|areas or houses]] that they serve.

[[File:2024-02-21 19-50.png|thumb|800px|center]]

<br>
'''Starting from version 3.18:'''

<span id="anchor_318_122_EN">In the task type settings, when assigning automatically assigned subdivisions to a task, you can copy the address settings of this subdivision from another task type.</span>

[[File:2024-02-21 19-56.png|thumb|800px|center]]

<span id="anchor_318_126_EN">In the settings of auto-assigned staff and subdivisions by task type, an option to deselect all address objects of an employee/unit has been added (for quick removal of this staff/subdivisions from auto-assignment).</span>

[[File:2024-02-21 19-57.png|thumb|800px|center]]

== Automatic assignment of observers ==

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_32_EN">For task types, it is possible to specify divisions as automatically assigned observers</span>

[[File:2024-04-29 22-21.png|thumb|800px|center]]

== Task and automation chain ==

When creating or executing a task, it is possible to create a child task of a different type along the chain. It is possible to create a task with a delay, which is very important, for example, to control the quality of work.

[[File:2024-02-21 19-59.png|thumb|800px|center]]

It is possible to assign task chains for each task status

[[File:2024-02-21 20-00.png|thumb|800px|center]]

<span id="anchor_317_88_EN">Starting from ERP "UserSide" 3.17, the setting "Assign the employee who changed the status of the task as the executor" has been added to the tasks.</span> 

[[File:2024-02-21 20-01.png|thumb|800px|center]]

<br>
'''Starting from version 3.18:'''

<span id="anchor_318_95_EN">In task types for task chains/automation, added possibility to change executors automatically when changing the status of a task (adding new ones, excluding current ones, passing them to the author of the task, specifying the operator who changed the status of the task as the executor)..</span>

[[File:2024-02-21 20-05.png|thumb|800px|center]]

<span id="anchor_318_123_EN">For a task type in automation, it can be used to assign/delete marks for task users when the task state changes.</span>

[[File:2024-02-21 20-07.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_30_EN">In the setting of task types in the chain by task/automation, added the possibility to change the group to customers by task</span>

[[File:2024-04-29 22-03.png|thumb|800px|center]]

<span id="anchor_319_31_EN">In the properties of task type chains, added output of information about which chains of other task types use this type</span>

[[File:2024-04-29 22-12.png|thumb|800px|center]]

<span id="anchor_319_33_EN">In task/automation chains, it is possible to assign a subdivision</span>

[[File:2024-04-29 22-13.png|thumb|800px|center]]

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_10_EN">In task action chains, the option has been added for changing the status to the desired one after a set time interval</span>

[[File:2025-07-21 18-39.png|thumb|800px|center]]

== Task escalation ==

Starting from ERP "UserSide" 3.16, it is possible to configure escalation of a certain type of task. N-minutes(interval) after the start date, the employee will be added to the executors (if the task is not closed).

[[File:2024-02-21 20-08.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_27_EN">Ability to configure escalation on tasks to the head and/or deputy head of the executors' subdivision for this task</span>

[[File:2024-04-29 21-07.png|thumb|800px|center]]

== Rights of access ==

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_34_EN">A separate right to change the date of work has been allocated to task types</span>

[[File:2024-04-29 21-19.png|thumb|800px|center]]

<br>
'''Starting from version 3.20:'''

<span id="anchor_320_16_EN">A separate permission for adding tasks has been allocated (for each task type). Previously, this permission was part of the task editing permission</span>

[[File:2025-07-22 12-57.png|thumb|800px|center]]

== Other ==

<span id="anchor_317_105_EN">For task types, you can set whether tasks of this type are displayed in the activity calendar (from version 3.17).</span>

[[File:2024-02-21 19-30.png|thumb|800px|center]]

Regarding setting up the email robot to create tasks by email - see [[Postal_robot| related article]]

'''Starting from version 3.18:'''

<span id="anchor_318_99_EN">The "Postpone any uncompleted tasks from today to the next day" property has been added for task types.</span>

[[File:2024-02-21 20-08 1.png|thumb|800px|center]]

<br>
'''Starting from version 3.19:'''

<span id="anchor_319_46_EN">All notification messages templates can be configured separately for each task type</span>

[[File:2024-04-30 22-55.png|thumb|800px|center]]