To-Do Auto Creation
In BizCentric, each Document features an “Assign To” option in the side-bar, enabling users to allocate the Document to a specific user, concurrently creating a ToDo task for them.
Under this setup, the three statuses of ToDo tasks are determined based on updates to the assignment.
Consider a scenario, let’s imagine a project management system where tasks can be assigned to team members for completion. Suppose there are two priority levels for tasks: Low Priority (LP) and High Priority (HP). When a task is initially created, it is automatically categorized as LP and assigned to a team member for handling. The task statuses evolve as follows:
- New: When a task is generated and assigned to a team member with LP status.
- Completed: The team member with LP status successfully completes the task.
- Escalated: If the team member identifies the task as requiring urgent attention, they escalate it to HP status and reassign it to the relevant team member for immediate action.
Reopening of Closed Assignments
In the same scenario as above, Now, if a task marked LP is completed but later reopened due to a reopened ticket or additional activity, the task status is reverted to “Open”. Simultaneously, the associated ToDo linked with the task is also reopened.