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Additional Actions and Task Management

After creating a task in the "Tasks" module of the Darlean platform, you gain access to advanced functionality for collaboration, progress tracking, and history logging.

1. Additional Actions with a Task​

Inside the created task card, you can perform the following actions to keep data up to date:

  • Edit the title and configure the start and end dates.
  • Add tags for classification.
  • Copy the task link to share it with other participants.
  • Change the status (e.g., from "New" to "Completed") and priority.
  • Update completion progress.
  • Assign assignees or observers.
  • Add checklists, comments, attachments, and log time.
  • Use the right panel to work with change history, reminders, and notifications.

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2. Time Tracking​

Each task is equipped with a built-in "Track time" to monitor actual hours spent:

  1. Click the "Track time" button.
  2. Click the Manual entry" button.
  3. Specify the amount of time spent and select the date.
  4. If necessary, add a comment to the current work period.
  5. Click "Save".

Note: All entered records can be edited or deleted as needed.

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3. Setting Up Reminders​

To ensure task participants do not miss important events or deadlines, configure the reminder system:

  1. Click the "Reminder" button.
  2. In the opened "Set a Reminder" modal window, configure the following parameters:
    • Specify a comment ("What shoud be reminded about").
    • Select the recipient ("Remind to").
    • Specify the date ("Remind on date").
    • Specify the time ("Remind at time").
    • Select the recurrence option ("Repeat").
  3. Click the "Set" button.

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4. Viewing Task History​

To track changes and ensure workflow transparency, use the task history:

  1. Go to the "Activity" section on the right panel of the task card.
  2. Review the list of all performed actions. The following events are recorded here:
    • The date and the author of the task creation.
    • Changes in statuses and priorities.
    • Updates to the description, start/end dates, and time tracking entries.

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5. Adding Attachments​

You can attach supporting files and documents to the task:

  1. Click the "Attachments" button.
  2. Add a document from your device

Platform Limitations: Allowed file formats are PDF, PNG, JPEG, DOCX. The maximum size for a single file is up to 25 MB.

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6. Adding Comments​

Use the comment block to exchange messages:

  1. Locate the "Activity" section on the right side of the screen.
  2. Click on the text field with the placeholder prompt "Write a comment..." and type your text.
  3. Click the "Send" button (paper airplane/arrow icon).

Comments allow you to quickly discuss operational nuances with the team and keep all important contextual information directly inside the task card.

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