Project Tasks Module

The HtkDoli Project Tasks module allows you to consult, manage and monitor the progress of tasks related to your Dolibarr projects. It provides a comprehensive view of the planning, progress and workload associated with each task.

Task List

The main screen of the module displays the list of all your tasks.

Search, Sort and Filters

• Search bar: Allows you to search for a task by its reference or its description.
• Progress filters: An icon at the top of the screen allows you to filter tasks according to their progress:
  • All: Displays all tasks.
  • To do: Displays tasks not started (progress at 0%).
  • In progress: Displays tasks started but not completed (progress between 1% and 99%).
  • Completed: Displays completed tasks (100% progress).
• Sorting: You can sort the list according to different criteria:
  • Date: Newest first, or oldest first (based on start date).
  • Reference: Alphabetical sorting (A-Z or Z-A).

The display adapts to the chosen sorting, intelligently grouping tasks by month/year (if sorting by date) or by alphabetical letter (if sorting by reference), with visual indicators making scrolling easier.

Quick actions on the list

• Creation: A floating button (FAB) “More” at the bottom right allows you to create a new task.
• Swipe to the right: Allows quick access to modifying the task. If the task is not yet 100% complete, an option to mark it as “Completed” will also appear.
• Swipe to the left: Allows you to delete the task.
• Contextual menu (long press): Offers the same actions (Modify, Finish, Delete).

Task Detail Sheet

Tapping on a task in the list takes you to its detailed view.

Information and Description

• Title and Description: The main information defining the objective of the task.
• Notes: Separate sections to view or add “Public Notes” (visible to everyone) and “Private Notes”.

Planning and Progress

• Dates: Display of planned start and end dates.
• Progress: A slider allows you to view and modify the progress of the task (from 0 to 100%, in steps of 5%).

Details and Connection

• Priority: Indication of the priority level (Low, Normal, High), accompanied by a color code.
• Expected load: Visualization of the estimated working time to complete the task (in hours and minutes).
• Linked project: Each task must be linked to an existing project. The detail sheet displays the corresponding project.

Creation and Modification

The editing screen (accessible during creation or modification) displays the elements of the detail sheet interactively.

During creation (“Offline-First” offline mode):

1. The task is first saved locally with a provisional reference (eg: (PROV)-A1B2C3).
2. It is added to the queue to be synchronized with your Dolibarr server.
3. It is required to select a parent project to save the task.

During modification (“Optimistic UI” mode): Your changes (progress, description, dates, etc.) are immediately reflected in the application and queued for updating on the server.

Dolibarr business note: Task management is closely linked to project management. To be able to create or modify tasks via HtkDoli, your Dolibarr user must have the project.create permission (which includes write rights to the Projects module).