Tasks | Add-on

Streamline processes within the lab with Tasks. With this add-on, create and assign tasks to users and track their status. Users automatically receive a notification when a task is assigned to them. Assigned tasks are listed on the dashboard to raise awareness of pending tasks.

Note: the current iteration of Tasks does not support audit trails

Marketplace Add-on installation eLabNext offers a wide range of add-ons and integrations to enhance the functionality of your digital lab platform. The categories include biobanking, utilities, productivity, and reporting. The eLab Marketplace is conveniently available within the eLabNext platform, making it easy to find, install, and start using add-ons immediately. To install an add-on, navigate to the Marketplace tab and choose "Install" for the add-on you'd like to add. Depending on the add-on or your organization-wide settings, some add-ons might already be installed for you by default.

Tasks introduce a new icon in the user's account's toolbar. Click the Tasks button to open the Tasks management panel.

Within the management panel, users can create new tasks, view their task list, and update the status of tasks. Additionally, users can also view and manage their task list from the Dashboard.

Creating a Task

To create a new task, navigate to the Tasks panel and click Add Task.

In the pop-up window, users can input data for the following fields:

• Title (required) – name of task
• Assigned to (required) – user who is being assigned the task
• Due date – date when task needs to be completed
• Comments – additional information about the task

Click Save to add the new task.

Users can also create tasks that are associated with a specific sample. To create a task for a sample, navigate to the sample's details page and click the Task button. Once the task has been created, a link to the sample will be listed in the Associated with column on the Tasks panel.

For users with eLabJournal, additional tasks that are associated with a specific experiment can be created. To create a task for an experiment, navigate to the experiment page and click the Task button. Once the task has been created, the Tasks panel will list a link to the experiment.

Note: creating an associated task for an object does not add a creation record for the task to the object's audit trail.

Viewing Tasks

Users can view the list of tasks assigned within the group by navigating to either the; Tasks management panel or the Dashboard.

Note: only tasks that have been created by or assigned to the user can be viewed in the task list.

The following fields are visible within the task list:

• Title – name of task
• Comments – additional information about the task
• Associated with – link to the sample or experiment with which a task may be associated
• Created – timestamp when the task was created
• Assignee – the user who has been assigned the task
• Created by – the user who created the task
• Status – tracks progress on completing the task (Green formatting indicates a complete task, Orange is due within 7 days, and Red is past due)
• Due – the date when a task needs to be completed

Users can further organise the task list by setting the filter dropdowns for Status, Due Date, and Assignee or by clicking a column's header to sort by that column alphabetically.

Updating a Task

To edit information for an existing task, users can select the icons listed in the Action column of the task list.

Click the Edit icon to open the Edit Task window. Users can update the title, assign the task to a new user, change the due date, or edit the comments section. Click the Save button to apply these changes.

To update a task's status, click the title link in the task list.

Select the new status value from the dropdown list in the pop-up window and click Save to apply.

The status field can also be updated for multiple tasks using the Task Actions dropdown. Mark the checkboxes for the tasks to update to reveal the Task Actions dropdown. Choose the desired status from the dropdown to update the status of the selected tasks.

Deleting a Task

Tasks can be deleted by clicking the Delete icon listed under the Action column in the task list. Alternatively, users can delete tasks in bulk by marking the checkboxes for the tasks to delete and selecting the Delete option from the Task Actions dropdown.