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Nauticare

To Do, In Progress and History

The three table pages, the columns they show, and the row actions that move, edit, archive or delete a task.

  • Management
  • Captain & crew

Besides the board, tasks are listed as tables on three pages:

  • Tasks → To do — tasks not yet started.
  • Tasks → In progress — tasks under way.
  • Tasks → History — completed tasks, counted as Completed Tasks above the table.

All three share the same table.

Columns

  • Task Title
  • Priority — the High, Medium or Low chip.
  • Tags
  • Assignees — up to three avatars, then a +n chip for the rest.
  • Ranks — the task's assigned ranks, up to two, then a +n chip.
  • Department — the task's department chip, when one is set.
  • Due Date — for an open task, the date is followed by Deadline is today! when due today, or n days overdue! once the due date has passed. Completed tasks show the plain date.

Clicking anywhere on a row opens the Task Details dialog. The data columns other than Task Title can be hidden with the columns button; see Finding and Exporting Tasks.

Row actions

The buttons at the end of a row depend on the task's status and on your permissions:

  • View Details — always available; opens the task read-only.
  • Mark as In Progress — on a task in To do.
  • Mark as To Do — on a task in In progress, to send it back.
  • Complete task — on any open task; opens the Close and sign Task dialog.
  • Edit — opens the task straight into edit mode.
  • Delete — on an open task; asks for confirmation first.
  • Archive — on a completed task; asks for confirmation first. Completed tasks can also be archived from their card in the board's Done column and from the task's details.
  • Restore — on an archived task, when History shows archived tasks.

Moving a task between To do and In progress, and editing it, both need permission to edit tasks; completing needs permission to complete tasks; deleting, archiving and restoring need permission to delete tasks.

Deleting and archiving

Only an open task can be deleted. Once a task is completed the Delete action disappears and the request is refused, so History is a permanent record. Deleting a task also removes the files attached to it.

A completed task can be archived instead, for example one completed by mistake, a duplicate or a test entry. An archived task disappears from History, the board's Done column, the yacht's task counts and statistics, exports and the assistant's answers, but nothing is lost: the Show archived button (the archive icon above the table) switches History to the archived tasks, where Restore puts a task back exactly as it was. Export is hidden while archived tasks are shown.

An archived task can be opened and read, with Restore in place of Edit and Archive; it cannot be edited, and its files, inventory and milestones cannot be changed until it is restored. Its history records Task archived and Task restored with who did it and when. Archiving does not undo the completion: a recurring task's schedule keeps counting from that completion.

Yachts running the on-board app

On a yacht run from the on-board Nauticare app, everything here is still listed and View Details still works, but Add Task and every row action that would change a task are hidden.