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Maurice
79 lines
4.0 KiB
Markdown
79 lines
4.0 KiB
Markdown
# Todos and Tasks
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Keep track of what has to be done before and during the trip: visas to apply for, tables to book, who picks up the rental car.
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## Where to find it
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Open the **Lists** tab inside the trip planner and pick **To-Do** in its bar. The to-dos share the Lists addon with the [packing list](Packing-Lists), so the tab is only there when that addon is enabled.
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> **Admin:** Enable the **Lists** addon in [Admin-Addons](Admin-Addons).
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## Layout
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The to-do view has two columns, and a third while a task is open:
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- **Left sidebar**: a progress card (done of all, as a count, a percentage and a bar), the filters under **Tasks**, one row per list under **Lists**, and **Add list**, which asks for the name in a small dialog.
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- **Task list**: a card whose head names the active filter or list with its count and holds the sort, **Priority** or **Due date**. Each row is a checkbox, the name, the description, the priority, due date and list as small badges, and the assignee as an avatar with the name as its tooltip.
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- **Detail pane**: click a task and it opens on the right, headed **Task**. Its head carries a checkbox that ticks the task off, the fields scroll in the middle, and **Delete** and **Save changes** stay in sight at its foot.
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## Task fields
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| Field | Notes |
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|---|---|
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| Name | Required. |
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| Done | The checkbox; ticks the task off. |
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| Description | Optional text with Markdown (see below). |
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| Priority | **None**, **P1**, **P2** or **P3**, picked on one segmented track. |
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| List | Optional grouping. The sidebar heading is **Lists**, the button reads **Add list**, and a task without one shows **No list**. The **+** beside the field names a new list. |
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| Due date | Optional date. |
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| Assigned to | Optional trip member, guests included; **Unassigned** otherwise. |
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Click a task row to open the detail pane, where every field can be changed. **Save changes** keeps them.
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The description understands Markdown: bold text, lists and links render as such, in the task list (shortened to one line) and in the detail pane. In the detail pane a click on the text switches it back to the editing box (the tooltip reads *Click to edit, links open directly*); a click on a link opens the link instead. An empty description is the editing box straight away.
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## Priority levels
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| Level | Label | Colour |
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|---|---|---|
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| 1 | P1 | Red (`#ef4444`) |
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| 2 | P2 | Amber (`#f59e0b`) |
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| 3 | P3 | Blue (`#3b82f6`) |
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A task without a priority shows no badge.
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## Sidebar filters
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| Filter | Shows |
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|---|---|
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| **All** | Every task not yet done. |
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| **My Tasks** | Tasks not yet done that are assigned to you. |
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| **Overdue** | Tasks not yet done whose due date has passed. |
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| **Done** | Tasks that are ticked off. |
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| One row per list | Every task in that list, done or not. |
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## Sorting
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The sort sits in the head of the task list. **Priority** orders the tasks from P1 to P2 to P3 (tasks without a priority come last), **Due date** puts the nearest deadline first. Only one of the two is on at a time; a second click on the active one goes back to your own order, which you can change by dragging the rows.
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## Adding tasks
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1. Click **Add new task** at the right end of the Lists bar (it is there while **To-Do** is open).
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2. The **New task** dialog opens with the cursor in the head band. Type the task's name where it reads *Task name*.
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3. Fill in what you need of **Description**, **Priority**, **List** and **Due date** (side by side) and **Assigned to**. With a list picked in the sidebar, the new task starts in that list.
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4. Click **Create task**, or press Enter in the name. The task is added and opens in the detail pane.
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**Create task** stays greyed out until the task has a name.
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## Permissions
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Every write needs the `packing_edit` permission, the same one as the packing list. Without it the tasks can be read but not changed.
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## See also
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- [Packing-Lists](Packing-Lists)
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- [Admin-Addons](Admin-Addons)
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- [Trip-Planner-Overview](Trip-Planner-Overview)
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