Task Management System
Streamline project execution with comprehensive task management, assignment tracking, and team collaboration.
Overview
The Task Management System is the core engine that drives project execution in TrakSun. It provides a comprehensive platform for creating, assigning, tracking, and managing tasks across all project stages.
From simple to-do items to complex multi-step processes, the system supports various task types with customizable statuses, priorities, and workflows. Teams can collaborate effectively with built-in communication tools and progress tracking.
Key Features
Task Assignment
Assign tasks to specific team members with clear responsibilities and deadlines. Support for multiple assignees and assignment notes.
Status Management
Customizable task statuses with workflow transitions. Track progress from creation to completion with visual indicators.
Subtask System
Break down complex tasks into manageable subtasks with progress tracking and completion percentages.
Communication
Built-in commenting system for task discussions, updates, and team collaboration. Keep all communication in context.
Task Dependencies
Create complex task relationships with blocking, related, and duplicate dependencies. Visualize task connections and prevent circular dependencies.
Task Lifecycle
Task Creation
Create tasks with titles, descriptions, priorities, and due dates. Link tasks to specific project stages and assign to team members.
Assignment & Planning
Assign tasks to team members, set priorities, and create subtasks for complex work. Establish task dependencies and relationships to ensure proper workflow sequencing.
Execution & Tracking
Team members work on tasks, update progress, and communicate through comments. Status changes reflect current work state.
Completion & Review
Mark tasks as complete, attach final deliverables, and review work quality. Archive completed tasks for future reference.
Subtasks & Checklists
Subtask Management
Creating Subtasks
- Break down complex tasks into smaller steps
- Set individual completion criteria
- Assign different team members if needed
- Track progress independently
Progress Tracking
- Automatic completion percentage calculation
- Visual progress indicators
- Dependency management between subtasks
- Bulk operations for efficiency
Task Dependencies
Task dependencies allow you to create relationships between tasks, ensuring proper workflow sequencing and preventing conflicts. This powerful feature helps manage complex project workflows where certain tasks must be completed before others can begin.
Dependency Types
Blocks
Task A blocks Task B - Task B cannot start until Task A is completed. Use this for sequential dependencies.
Blocked By
Task A is blocked by Task B - Task A cannot start until Task B is completed. This is the reverse of "Blocks".
Related To
General relationship between tasks. Useful for tasks that are connected but don't have strict sequencing requirements.
Duplicate Of
Task A duplicates Task B - Useful for tracking duplicate work or similar tasks across different contexts.
Duplicated By
Task A is duplicated by Task B - This is the reverse of "Duplicate Of". Useful for tracking which tasks are duplicating this one.
Common Use Cases
Solar Installation Project
Foundation must be ready before panels can be mounted
Utility won't connect until inspection passes
Both needed but can happen simultaneously
Multi-Building Project
Same work across different buildings
Original task being replicated elsewhere
Sequential construction to manage resources
Creating Dependencies
Open Task Modal
Click on any task to open the task details modal, then navigate to the Dependencies section.
Add New Dependency
Click "Add Dependency" and select the target task from the available tasks list.
Choose Relationship Type
Select the appropriate dependency type (Blocks, Blocked By, Related To, etc.) and save the relationship.
Dependency Visualization
View task relationships through interactive dependency graphs that show how tasks connect and depend on each other.
- Interactive graph visualization
- Color-coded dependency types
- Click to navigate between tasks
- Configurable depth levels
Circular Dependency Prevention
The system automatically prevents circular dependencies that could create infinite loops in your task workflow.
- Real-time validation
- Clear error messages
- Prevents self-dependencies
- Graph traversal validation
Dependency Indicators
Task cards display dependency information with visual indicators to help you quickly understand task relationships and status.
Visual Indicators
- • 🔒 Red: Tasks this task blocks
- • ⏳ Orange: Tasks blocking this task
- • 🔗 Blue: Related tasks
- • 📋 Purple: Duplicate tasks
- • 📄 Pink: Tasks duplicating this one
Summary Information
- • Dependency counts on task cards
- • Hover tooltips for details
- • Color-coded status indicators
- • Progress tracking for blocked tasks
Collaboration Features
Task Comments
Keep all task-related communication in one place with threaded comments and notifications.
- • Threaded discussions
- • @mentions for team members
- • Rich text formatting
- • File attachments
- • Centralized communication
- • Context preservation
- • Easy reference
- • Team transparency
File Attachments
Attach relevant files, images, and documents directly to tasks for easy access and reference.
- • Images (JPG, PNG, GIF)
- • Documents (PDF, DOC, XLS)
- • CAD files and drawings
- • Video files
- • Site photos and documentation
- • Technical specifications
- • Progress reports
- • Quality inspections
Best Practices
Clear Task Descriptions
Write detailed, actionable task descriptions that clearly communicate what needs to be done, why it's important, and what success looks like.
Realistic Deadlines
Set achievable deadlines that account for task complexity, team capacity, and potential dependencies. Avoid overloading team members.
Regular Updates
Encourage team members to update task progress regularly. This helps identify bottlenecks early and keeps stakeholders informed.
Use Subtasks Effectively
Break down complex tasks into manageable subtasks. This improves tracking accuracy and makes large projects less overwhelming.
Manage Dependencies Wisely
Create clear task dependencies to ensure proper workflow sequencing. Avoid over-complicating dependency chains and regularly review for potential bottlenecks.
Next Steps
Now that you understand Task Management, explore these related features:
Last updated on November 17, 2025