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  1. Menu

Task Manager

The Task Manager is a centralized operational module inside Fabritec that enables teams to create, assign, track, and control tasks with full structural governance and traceability.
Unlike generic task tools, Task Manager is built to align with Fabritec’s department hierarchy, project structure, and production workflow, ensuring that tasks are not isolated activities but structured operational actions connected to real manufacturing data.
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Using Task Manager, you can:
Create structured tasks with defined workflow stages
Assign tasks according to department hierarchy rules
Override assignment rules when business needs require it
Track work visually using Kanban or operationally using List
Configure task workflow statuses
Manage classification tags
Link tasks to Projects, Buildings, Phases, and Phase Items
Track comments, time logs, and audit history
Task Manager ensures clarity, accountability, and cross-department coordination across engineering, production, QC, and planning teams.

πŸ“ Where to Find Task Manager
Navigate to:
Task Manager β†’ Tasks
Task Manager contains four main pages:
Tasks – Execution Workspace
Members – Assignment Governance
Settings – Workflow & Tags Configuration
Archive – Manage archived tasks
Notification Settings – Manage Notification

Tasks Page#

The Tasks page is the primary workspace for creating and managing tasks assigned to you or your team.
At the top of the page:
Add Task
Search Tasks
All Tasks / My Tasks toggle
View selector:
Kanban
Calendar (Under Construction)
List
You can transfer task cards between them using drag and drop.

βž• Creating a Task#

Click Add Task to open the task creation panel.
284d028b-778d-413c-ba36-e73aef158d55.png

Basic Fields#

Title
Status
Due Date
Parent Task
Assignees
Assign To Me
Tasks can be created with minimal information and enriched later.
More Options:
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Task Details & Fields#

Opening a task displays a structured task panel.click on the card to open its details.
34ddffe4-c0d2-4cf8-8d98-05c03aaa2849.png

Status#

Defines the lifecycle stage of the task.
Default workflow:
To Do
In Progress
Done
Status controls:
Kanban columns
Status dropdown
Grouping and swimlane options
Workflow is configurable from Settings.

Priority#

Indicates urgency level:
Very Low
Low
Normal
High
Critical
Priority affects:
Card visibility
Grouping
Filtering
Operational planning

Due Date#

Optional deadline using a calendar picker.
Supports grouping into:
Overdue
Due Today
This Week
Later
No Due Date

Assignees#

Users responsible for executing the task.
Assignment rules are governed by:
Department hierarchy (Default)
Or custom override (Not Default users)
Supports multi-select.

Watchers#

Users who receive visibility and updates but are not responsible for execution.

Tags#

Flexible labels used for classification and filtering.
Tags are:
Multi-select
Optional
Managed centrally in Settings
Used in grouping and swimlane views

Parent Task & Sub Tasks#

Tasks can be structured hierarchically.
Assign a Parent Task
Create Sub Tasks
Useful for breaking large operations into smaller actionable items.

Task Link (Entity Linking)#

Tasks can be linked to Fabritec entities:
Project
Building
Phase
Phase Item
This ensures tasks remain connected to production data and are fully traceable.

Attachments#

Upload files directly to tasks:
Drawings
Inspection reports
Photos
Supporting documents

Comments#

The Comments tab allows team coordination and discussion.

Work Logs#

The Work Logs tab allows time tracking for tasks.
Supports accountability and future reporting.

Audit Logs#

Audit Logs track key task events such as:
Task creation
Status updates
Assignment changes
Field modifications
Ensures traceability and controlled operations.

Task Views#

Kanban View#

Visual board organized by workflow stages.
Displays:
Title
Tags
Due date
Priority
Linked entities
Assignees
Supports grouping and swimlane configuration.

List View#

Tabular representation of tasks.
Columns include:
Title
Status
Priority
Tags
Links
Assignees
Supports:
Search
Filtering
Column control
Bulk actions (Edit, Archive, Delete)

bf3dd902-03fd-4c12-9686-3ef2bfa923d7.png#

Calendar View#

Calendar view is currently under construction.

ead70635-d1d6-433a-9e48-3708bb8ef30e.png#

Grouping & Swimlane Engine#

Task Manager supports flexible board configuration.
You can define:
Group By (Columns)
Swimlane By (Rows)
Available grouping options include:
Status
Priority
Due Date
Examples:
Group by Priority
Swimlane by Status
Group by Due Date
Swimlane by Priority
This enables dynamic operational dashboards without modifying task data.

Members Page#

Navigate to:
Task Manager β†’ Members
This page controls who can assign tasks to whom.

6264819a-ed9b-496c-81a0-031f1b78d203.png#

Default Mode#

When a user is marked as Default:
Task assignment follows department hierarchy rules.
Users can assign tasks to users at the same level or below.

Not Default Mode#

When marked as Not Default:
Assignment hierarchy is overridden.
Admin can manually select allowed assignees.

Manage Custom User#

Includes:
User selector
Assignees multi-select
Save action
This supports cross-department collaboration when required.

eef940da-095a-4b5d-a66b-de636b466bca.png#

Settings Page#

Navigate to:
Task Manager β†’ Settings
This page controls:
Task Workflow
Tags

99374ed4-aa13-43aa-b2cc-b606ef2032e2.png#

Task Workflow#

Defines lifecycle stages.
Default:
To Do β†’ In Progress β†’ Done
Admin can:
Add new statuses
Reorder statuses
Modify naming
89cc671e-12e6-43d0-bae3-61f2081f269a.png
Workflow directly impacts:
Kanban columns
Status dropdown
Reporting and filtering

Tags Management#

Create and manage task tags.
Tags table shows:
Name
Tasks Count
Edit
Delete
Click Add Tag to create new classification labels.

8357d42a-bdfa-4a09-b1c2-b5e3bcfac126.png
Tags are immediately available in task forms and filters.#

Archive Page#

Navigate to:
Task Manager β†’ Archive
The Archive page stores tasks that have been archived from the Tasks workspace.
Archived tasks are not active but remain saved in the system for reference, recovery, or permanent removal.
This helps teams keep the active task workspace organized while preserving operational history.

Archived Tasks Table#

The Archive page displays archived tasks in a tabular list view.
Columns include:
Title
Status
Priority
Tags
Links (Connected entities such as Projects)
Assignees
Due Date
Users can:
Search archived tasks
Select one or multiple tasks
Perform archive management actions
1716112b-64b0-4008-99dd-0e60d88f8107.png

Restoring Archived Tasks#

Archived tasks can be restored if they need to become active again.

Steps#

1.
Navigate to Task Manager β†’ Archive
2.
Select one or more archived tasks
3.
Click Restore
4.
Confirm the action in the restore dialog
The selected tasks will return to the active Tasks workspace.
e27337c0-fc8a-4009-b217-acbe27d5f55d.png

036ac29c-dc4f-4e93-8d70-81fc8f33e77b.png#

Permanently Deleting Archived Tasks#

Archived tasks can also be permanently removed from the system.

Steps#

1.
Navigate to Task Manager β†’ Archive
2.
Select the tasks you want to delete
3.
Click Delete
4.
Confirm the deletion
⚠️ Important:
Deleting a task permanently removes it from the system and cannot be undone.

8c1b6a9e-5224-4741-bede-841d920e8473.png#

Active Task
↓
Archive
↓
Restore β†’ Returns to Tasks
Delete β†’ Permanently removed

Notification Settings#

Navigate to:
Task Manager β†’ Notification Settings
The Notification Settings page allows users to control how they receive notifications related to task activities.
Fabritec automatically sends notifications when important task events occur, ensuring users stay informed about updates that affect their work.
Examples of events that trigger notifications include:
When a task is created and assigned to a user
When a user is added or removed as an assignee
When a user is added or removed as a watcher
When comments, attachments, or work logs are added
When key task fields such as status, priority, or due date change
When a task is archived, restored, or deleted
Users can customize how these notifications are delivered.
03225b8c-b838-4ed8-8562-05fc9a41dbbc.png

Notification Presets#

Fabritec provides preset notification configurations that users can quickly apply.
Available presets include:
None – No notifications
Standard – Default recommended settings
Minimal – Only critical notifications
Verbose – Notifications for most task events
Custom – Fully customizable notification rules
When Custom is selected, each notification event can be configured individually.
f63bbce8-6fb1-4ef3-948d-45f3376598f3.png

Notification Channels#

Each event can be configured to notify users through different channels.
Available channels include:
None – No notification is sent
In-App – Notification appears inside the Fabritec interface
Email – Notification is sent to the user's email
In-App & Email – Notification is sent through both channels
This flexibility allows users to balance visibility and notification frequency.
7079bb1a-12a3-4eb4-bf06-4c9652455ba4.png

Notification Categories#

Notification settings are grouped by activity type to make configuration easier.

People#

Notifications related to task participants:
Assignee add/remove
Watcher add/remove
Reporter change

Collaboration#

Notifications related to collaborative actions:
Comments
Worklogs
Attachments

Workflow Changes#

Notifications related to task lifecycle updates:
Status
Priority
Due Date
Archive
Restore
Delete
Title changes
These notifications help teams stay aware of operational changes that affect task execution.

Due Date Reminders#

Users can configure reminder notifications for task deadlines.
Reminder options include:
7 Days Before
3 Days Before
2 Days Before
1 Day Before
Same Day at 8:00 AM
Same Day at 12:00 PM
Users can also choose the Reminder Channel, such as:
In-App
Email
In-App & Email
These reminders help ensure that important deadlines are not missed.
WhatsApp Image 2026-03-12 at 12.28.36 PM.jpeg

Saving Notification Preferences#

After configuring the desired settings:
1.
Click Save at the top of the page.
2.
The selected notification preferences will be applied to your account.
Each user can configure their own notification settings independently.

Governance Model Summary#

Task Manager is built on three structural pillars:
1.
Workflow Control – Defines task lifecycle
2.
Assignment Governance – Controls responsibility boundaries
3.
Flexible Classification – Enables operational categorization
This ensures:
Structured execution
Controlled collaboration
Cross-functional visibility
Full operational traceability

⭐ Best Practices#

Keep workflow stages simple and meaningful
Use tags for classification, not lifecycle
Maintain default hierarchy for most users
Use custom assignment overrides carefully
Link tasks to system entities whenever possible
Use grouping views for weekly planning and reviews
Review audit logs during escalations

πŸ”— Related Articles#

Reports – Analyze production performance
Dashboards – Track daily productivity trends
Shifts – Manage worker schedules
Labours – Assign and manage factory workers
Modified atΒ 2026-03-12 10:30:47
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