Associated tasks

The Associated Tasks widget is automatically added to the side panel all app view forms. It is a section where employees can create subtasks and checklists. The widget also shows business process tasks associated with this app item.

Additionally, you can configure the widget to display:

Widget settings

To change the widget’s settings, go to the interface designer, select the widget, and click the gear icon.

Main tab

Set the following settings:

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  • Item*. This field is filled out automatically. Its value depends on the type of object you are working with. If you are configuring a task form, the value is set to Context. If you are working with an app’s form, it is set to App item. Business process tasks associated with the object will be displayed in the widget.
  • App from context. You can use the widget to view tasks that include an app item associated with the current task or app item. To do that, click <Not defined> and select the app from the list.
  • Forbid to create tasks. Enable this option to make it impossible for users to create tasks from the widget. The +Task button will not be shown. Also, you can link the button’s visibility to a context variable of the Yes/No switch type. In this case, the button will only be shown when the variable has a certain value. To create the link, click the link-icon icon and select a variable from the context. Read more in System widget settings.
  • Show sorting controls. Enable this option to make the following features available to users in the widget:
    • A drop-down list with fields by which tasks can be sorted.
    • A button to change the sorting type: display tasks in ascending or descending order.
       
      If this option is disabled, the widget will use the sorting options you set in the Additional tab under Sort. Users will not be able to change them.

If the widget displays CRM tasks, the App from context and Show sorting controls options are not applied. Read more below.

Additional tab

Configure task display settings in the widget:

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  • Default filter. Set which tasks are displayed by default on the item page: active or all. Filters are available in the widget, and the user can toggle them. Set the initial filter state:
    • Active. Displays only tasks that are not done yet.
    • All. Displays a list of all tasks: current and completed.
  • Displayed fields. By default, the widget displays the task name and due date. You can select additional fields whose values will be available when viewing tasks in the widget. To do this, click the plus icon next to the desired field. For example, you can display the task author or its priority.
  • Sort. By default, tasks in the widget are displayed by creation date: newest to oldest. To specify a different order, select one of the task fields and specify the sorting type: ascending or descending.
     
    If you enabled the Show sorting controls option on the Main tab, users will be able to change the default field and sorting type.

If the app is configured to create CRM tasks, the options on the Additional tab are not applied.

How the widget works when it displays the CRM Tasks

 
In the Associated Tasks widget, you can enable the display of CRM tasks if the app is configured to handle such tasks. In this case, the following widget options do not apply:

  • App from context. Tasks cannot be configured for the app item associated with the current object. The widget displays only tasks for the current item.
  • Show sorting controls and Sort. CRM tasks are sorted in the widget in a fixed order according to their creation date: newest to oldest.
  • Default filter. The All and Current buttons are not available in the widget. The full list of tasks for the current app item is always displayed.
  • Displayed fields. This option is not applied. However:
    • For CRM tasks: the displayed fields can be specified in the settings for each CRM task type in Administration > CRM > Types of CRM Task.
    • For regular tasks: in the widget, you can only view the fields with the name and due date.

 

Events and System tabs

The Events and System tabs are for system settings that are the same for all the widgets. They allow you to configure a widget’s visibility and access to its data, define what happens, when the user moves or hovers the pointer over the widget, etc. To learn more, see System widget settings.

To complete the settings, click Save. To make the changes available to users, click Save and Publish in the top toolbar.

Delete the widget

To delete the widget from a form, go to the interface designer and click on the widget. Then click the recycle bin icon and confirm the action.

You can add the widget back to the form after you delete it. To do that, drag it from the right-hand panel of the interface designer to the canvas or click the +Widget button. To learn more, see Form templates.

Use case with the Associated Tasks widget

Let's look at setting up the Associated Tasks widget on the Loan Application form. We'll display tasks related to the current application so that when users open it, they can:

  • See the task's author and creation date.
  • Sort tasks by the desired field.

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To do this, set the following widget settings:

  • App from context. Leave blank to display a list of tasks for the current application in the widget.
  • Show sorting controls. Enable this option so users can select a sorting field from the drop-down list and change the sorting type using the button to the right of the selected field. For example, view tasks by their due date, from urgent to late, or vice versa.
  • Displayed fields. Select Created on and Author to display these fields below the task title and due date, which are always displayed in the widget by default.

If you want to display tasks in the application page not by application, but by the client who submitted it, in the App from context field in the widget settings, select the Applicants app.

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