> For the complete documentation index, see [llms.txt](https://athome-1.gitbook.io/athome-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://athome-1.gitbook.io/athome-docs/assistance/tabs/task.md). # Task A task is a unit of work describing an action to be performed, by whom, and when. They are used to accurately track the progress of a request or intervention. Tasks allow you to break down a ticket, change, or project into several traceable actions, ensuring better distribution of work and optimal follow-up. ## Main characteristics * **Link to an object**: tasks are generally linked to a ticket, but can also be linked to an issue, a change, or a project. * **Description**: free field to detail what needs to be done. * **Assignment**: a task can be assigned to a technician, a group, or left unassigned. * **Scheduling**: you can specify a planned start and end date/time. * **Status**: allows you to track whether the task is pending, in progress or completed. * **Time spent** (optional): allows you to record the time actually spent on the task. * **Notifications**: allows to send notifications when new tasks are created or modified.

## Description of each field

Icon	Explanation
followup_template.svg	Use a template if one exists (see task template for more information)
date_task.svg	Schedule the task (day/month/year and time)
category.svg	Add a task catgory
status_task.svg	Update the status (Information, To do, Done)
private_followup.svg	Change to public or private task (You can specify in `Setup`> `General`> `Default Values` > `Assistance` whether tasks should be marked as private or public by default.
save_add_knowledgebase.svg	Save and add to the knowledge base
duration_task.svg	Duration estimate
user.svg	User assigned to the task
group.svg	Group assigned to the task
plan_task.svg	Plan this task : - Start Date - Period - Reminder

{% hint style="success" %} The information entered in the ‘plan this task’ fields is linked to the calendar, as it is possible to create a task without scheduling it. This field is therefore optional. However, if a task is scheduled in ‘Schedule’, the values will be identical. {% endhint %} ## Task template Templates simplify the process of creating a task (for recurring tasks, for example). When creating a task, simply select the appropriate template and the information will be filled in automatically. #### Create a template You can create a template by going to **`Setup`** > **`Dropdowns`** > **`Assistance`** > **`Task templates`** or by creating a task directly from a ticket, project or change.

* **Name**: Will be appear in the list of templates * **Comments**: Optionnal * **Content**: You can use variables (click on available variable to see the list) and customise your content using the formatting bar * **Task category**: Select the [task category](#task-categories) in thge dropdown list * **Status**: add a status by default for your template (Information, To Do, Done) * **Private**: Define whether this task is public or private[^1] * **Duration**: Indicate the duration of the task (maximum 100 hours) * **By**: The user assigned to the task. Select them from the dropdown list. * **Group**: The group assigned to the task. Select them from the dropdown list. * **Pending reason**: Indicate whether the ticket/change/project should be put on hold after the task is saved. See [pending reason](/athome-docs/assistance/tabs/pending-reason.md) for more information. ## Task categories You can create task categories. These can then be exported for statistical purposes, for example. #### Create a task category You can create a category by going to **`Setup`** > **`Dropdowns`** > **`Assistance`** > **`Task categories`** or by creating a task directly from a ticket, project or change.

* Click on **`+ Add`** * Enter the **name** * Define whether this category is a subcategory of another category. * Select **active yes** * You can define whether this category should be added to the **knowledge base categories** Once the category has been created, you can add a subcategory and add a translation. [^1]: Only persons authorised to view private tasks (**`Administration`** > **`Profiles`** > *`My_profile`* > **`Assistance`** > **`Follow-ups/Tasks`**) will be able to view them.