IronBot: [IronBot] Fix UK localization text

2026-05-23T19:57:15Z

[IronBot] Fix UK localization text

IronBot: [IronBot] Sync EN/UK localization from RU

2026-05-23T17:44:42Z

[IronBot] Sync EN/UK localization from RU

Новая страница

[[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]]

 
'''Starting from version 3.20:'''

A quick search by task type name has been added to the task type classifier

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

== Possible time intervals for works ==

 
'''Starting from version 3.17:'''

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).

[[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]]

Starting from version 3.17 it is possible to clone/create a copy for task types

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

Also added the ability to upload task type catalogue to Excel (from version 3.17).

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

 
'''Starting from version 3.18:'''

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.

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

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

You can configure whether to output device selection and cable selection for the task types.

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

 
'''Starting from version 3.19:'''

In the setting of task types, added the possibility to specify the fields with building/flat as obligatory to be filled in

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

In the setting of task types, it is possible to disable the arbitrary field "Client" in the object selection

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

While editing a task type, added HTML editor for description of the task type

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

 
'''Starting from version 3.20:'''

For each task type, it is possible to configure which objects are required fields (e.g., communication installation, customer, building, etc.)

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

Within the task type properties, it is possible to configure individual time norms for completion per building

[[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]]

 
'''Starting from version 3.18:'''

Added the option "Sort the history for the task in reverse order" to the setting.

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

For the task calendar, the option "Display a comment counter by task" has been added to the setting.

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

Added "When creating a child task - copy additional fields" option to the setting (when creating a task, it is possible to change the selection).

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

Added setting option "When selecting executives for a task, display all available subdivisions".

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

In the user information template in the task card, you can specify the output of the value of an additional field.

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

 
'''Starting from version 3.19:'''

Added setting option to copy to the child task only those additional fields that are used in the child task type as well

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

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

Added setting option "In the list of performers for a task, display a link for quick exclusion near each performer"

[[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]]

 
'''Starting from version 3.18:'''

The "Allow an empty standard comment" option has been added to the setting.

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

== Messages templates ==

 
'''Starting from version 3.19:'''

Added a variable with the name of the task status to the task notification templates

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

An option to select message format (text/html) has been added to E-mail message templates

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

 
'''Starting from version 3.20:'''

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)

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

== Notifications - Settings ==

 
'''Starting from version 3.20:'''

Tasks now support notifications in Telegram/Messenger for staff and observers about task status changes

[[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]]

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

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

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

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")

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

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

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).

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

 
'''Starting from version 3.19:'''

For task statuses, it is possible to configure a confirmation request to switch to that status

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

In the setting of task statuses added the parameter "When a task is moved to this status - Select an executor/subdivision"

[[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]]

 
'''Starting from version 3.18:'''

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.

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

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).

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

== Automatic assignment of observers ==

 
'''Starting from version 3.19:'''

For task types, it is possible to specify divisions as automatically assigned observers

[[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]]

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.

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

 
'''Starting from version 3.18:'''

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)..

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

For a task type in automation, it can be used to assign/delete marks for task users when the task state changes.

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

 
'''Starting from version 3.19:'''

In the setting of task types in the chain by task/automation, added the possibility to change the group to customers by task

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

In the properties of task type chains, added output of information about which chains of other task types use this type

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

In task/automation chains, it is possible to assign a subdivision

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

 
'''Starting from version 3.20:'''

In task action chains, the option has been added for changing the status to the desired one after a set time interval

[[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]]

 
'''Starting from version 3.19:'''

Ability to configure escalation on tasks to the head and/or deputy head of the executors' subdivision for this task

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

== Rights of access ==

 
'''Starting from version 3.19:'''

A separate right to change the date of work has been allocated to task types

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

 
'''Starting from version 3.20:'''

A separate permission for adding tasks has been allocated (for each task type). Previously, this permission was part of the task editing permission

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

== Other ==

For task types, you can set whether tasks of this type are displayed in the activity calendar (from version 3.17).

[[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:'''

The "Postpone any uncompleted tasks from today to the next day" property has been added for task types.

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

 
'''Starting from version 3.19:'''

All notification messages templates can be configured separately for each task type

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

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IronBot: [IronBot] Fix UK localization text

IronBot: [IronBot] Sync EN/UK localization from RU