Maurice
4.0 KiB
Todos and Tasks
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.
Where to find it
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, so the tab is only there when that addon is enabled.
Admin: Enable the Lists addon in Admin-Addons.
Layout
The to-do view has two columns, and a third while a task is open:
- 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.
- 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.
- 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.
Task fields
| Field | Notes |
|---|---|
| Name | Required. |
| Done | The checkbox; ticks the task off. |
| Description | Optional text with Markdown (see below). |
| Priority | None, P1, P2 or P3, picked on one segmented track. |
| 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. |
| Due date | Optional date. |
| Assigned to | Optional trip member, guests included; Unassigned otherwise. |
Click a task row to open the detail pane, where every field can be changed. Save changes keeps them.
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.
Priority levels
| Level | Label | Colour |
|---|---|---|
| 1 | P1 | Red (#ef4444) |
| 2 | P2 | Amber (#f59e0b) |
| 3 | P3 | Blue (#3b82f6) |
A task without a priority shows no badge.
Sidebar filters
| Filter | Shows |
|---|---|
| All | Every task not yet done. |
| My Tasks | Tasks not yet done that are assigned to you. |
| Overdue | Tasks not yet done whose due date has passed. |
| Done | Tasks that are ticked off. |
| One row per list | Every task in that list, done or not. |
Sorting
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.
Adding tasks
- Click Add new task at the right end of the Lists bar (it is there while To-Do is open).
- The New task dialog opens with the cursor in the head band. Type the task's name where it reads Task name.
- 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.
- Click Create task, or press Enter in the name. The task is added and opens in the detail pane.
Create task stays greyed out until the task has a name.
Permissions
Every write needs the packing_edit permission, the same one as the packing list. Without it the tasks can be read but not changed.