Task Management - anubissbe/ProjectHub-Mcp GitHub Wiki

Task Management

This guide covers all aspects of task management within the Task Management WebUI, including creating, organizing, tracking, and completing tasks effectively.

🆕 Creating Tasks

Quick Task Creation

The fastest way to create a task:

  1. From Any View: Click the "New Task" button
  2. Keyboard Shortcut: Press N anywhere in the application
  3. From Board: Click the "+" button in any status column

Task Creation Form

Required Fields:

  • Title: Clear, actionable task name
  • Project: Select the target project

Optional Fields:

  • Description: Detailed task information with markdown support
  • Status: Pending (default), In Progress, Blocked, Testing, Completed
  • Priority: Low, Medium (default), High, Critical
  • Assignee: Team member responsible for the task
  • Due Date: Target completion date
  • Estimated Hours: Time estimate for completion
  • Tags: Custom labels for categorization
  • Dependencies: Tasks that must be completed first

Bulk Task Creation

Create multiple tasks at once:

  1. Click "New Task" → "Bulk Create"
  2. Use templates or paste a list of task names
  3. Set common properties (project, assignee, priority)
  4. Click "Create All"

📝 Task Details and Editing

Task Detail View

Click any task to open the detailed view with:

Header Information:

  • Editable title
  • Status dropdown
  • Priority selector
  • Assignee picker
  • Due date calendar

Description Section:

  • Rich text editor with markdown support
  • Formatting options: bold, italic, code, lists, links
  • Real-time preview

Metadata:

  • Created date and author
  • Last modified date and user
  • Time tracking information
  • Task ID for reference

Quick Editing

Inline Editing (List View):

  • Double-click any field to edit in place
  • Tab to move between fields
  • Enter to save, Escape to cancel

Status Quick Change:

  • Drag tasks between columns (Board View)
  • Right-click → Change Status
  • Keyboard shortcuts in task detail

🏷️ Task Organization

Status Management

Pending (Gray)

  • Newly created tasks
  • Waiting for dependencies
  • Scheduled for future work

In Progress (Blue)

  • Currently being worked on
  • Active development/implementation
  • Should have assignee and time tracking

Blocked (Red)

  • Cannot proceed due to external factors
  • Waiting for information/resources
  • Dependency issues

Testing (Yellow)

  • Code review phase
  • Quality assurance testing
  • User acceptance testing

Completed (Green)

  • Successfully finished
  • Meets acceptance criteria
  • Ready for deployment/delivery

Priority System

Critical (🔴 Red Triangle)

  • Production issues
  • Security vulnerabilities
  • Blocking other team members
  • Must be addressed immediately

High (🟠 Orange Exclamation)

  • Important features
  • Customer-requested items
  • Deadline-sensitive work
  • Should be completed this sprint

Medium (🔵 Blue Dot)

  • Standard work items
  • Planned features
  • General improvements
  • Default priority level

Low (No Indicator)

  • Nice-to-have features
  • Technical debt
  • Future enhancements
  • Can be deferred if needed

Tagging System

Common Tag Categories:

  • Type: feature, bug, enhancement, documentation
  • Component: frontend, backend, database, api
  • Complexity: easy, medium, hard, epic
  • Team: design, development, qa, devops

Best Practices:

  • Use consistent tag naming conventions
  • Limit to 3-5 tags per task
  • Create tag hierarchies for better organization
  • Regular tag cleanup and consolidation

⏱️ Time Tracking

Time Estimation

Setting Estimates:

  • Use consistent units (hours or story points)
  • Break down large tasks into smaller estimates
  • Include buffer time for complexity
  • Update estimates as you learn more

Estimation Techniques:

  • T-shirt sizing: Small (1-4h), Medium (4-8h), Large (8-16h)
  • Fibonacci: 1, 2, 3, 5, 8, 13, 21 hours
  • Planning poker: Team-based estimation

Time Logging

Manual Time Entry:

  1. Open task detail view
  2. Click "Log Time" button
  3. Enter hours worked and description
  4. Save the entry

Timer Integration:

  1. Click "Start Timer" on any task
  2. Work on the task
  3. Click "Stop Timer" when done
  4. Add description and save

Time Reports:

  • View logged time per task
  • Generate weekly/monthly reports
  • Track actual vs. estimated time
  • Export time data for billing

🔗 Task Dependencies

Dependency Types

Finish-to-Start (Most Common)

  • Task A must complete before Task B can start
  • Example: "Design approval" → "Development"

Start-to-Start

  • Task A must start before Task B can start
  • Example: "Research" → "Documentation"

Finish-to-Finish

  • Task A must finish before Task B can finish
  • Example: "Development" → "Testing"

Managing Dependencies

Adding Dependencies:

  1. Open task detail view
  2. Click "Dependencies" section
  3. Search and select prerequisite tasks
  4. Save changes

Dependency Visualization:

  • Board View: Dependency indicators on cards
  • Timeline View: Connecting lines between tasks
  • List View: Dependency column with linked tasks

Handling Blocked Tasks:

  • Automatically mark tasks as blocked when dependencies are incomplete
  • Show dependency chain in task details
  • Notify assignees when blocking tasks are completed

💬 Comments and Collaboration

Adding Comments

  1. Open task detail view
  2. Scroll to "Comments" section
  3. Type your comment (markdown supported)
  4. Mention users with @username
  5. Click "Add Comment"

Comment Features

  • Rich Text: Markdown formatting support
  • Mentions: Notify team members with @mentions
  • Attachments: Add files, images, or links
  • Threading: Reply to specific comments
  • History: View edit history for comments

Notifications

You'll be notified when:

  • You're mentioned in a comment
  • Tasks assigned to you are updated
  • Dependencies you're waiting for are completed
  • Due dates are approaching

📎 Attachments and Files

Supported File Types

  • Images: PNG, JPG, GIF, SVG (with preview)
  • Documents: PDF, DOC, DOCX, TXT
  • Code: JS, TS, JSON, CSS, HTML
  • Archives: ZIP, TAR, GZ
  • Others: Any file type up to 10MB

Adding Attachments

  1. Open task detail view
  2. Click "Attachments" section
  3. Drag and drop files or click "Upload"
  4. Add optional description
  5. Files are automatically saved

Attachment Management

  • Preview: Click to preview supported files
  • Download: Download files to your device
  • Delete: Remove attachments (with confirmation)
  • Version Control: Keep track of file updates

🔍 Task Search and Filtering

Global Search

Search Capabilities:

  • Task titles and descriptions
  • Comments and notes
  • Tag names
  • Assignee names
  • File attachments

Search Tips:

  • Use quotes for exact phrases: "bug fix"
  • Search by assignee: assignee:john
  • Search by status: status:completed
  • Search by tag: tag:frontend
  • Combine terms: bug priority:high assignee:jane

Advanced Filtering

Filter Panel (accessible via "Filters" button):

Status Filters:

  • Select one or multiple statuses
  • Exclude specific statuses
  • Custom status combinations

Date Filters:

  • Created: When the task was created
  • Due Date: When the task is due
  • Updated: When the task was last modified
  • Completed: When the task was finished

Assignment Filters:

  • Assigned to me: Tasks you're responsible for
  • Unassigned: Tasks without an assignee
  • Specific user: Tasks assigned to team members
  • Multiple users: Tasks assigned to any of selected users

Tag Filters:

  • Include tasks with specific tags
  • Exclude tasks with certain tags
  • Multiple tag combinations (AND/OR logic)

Saved Filters

Creating Saved Filters:

  1. Apply your desired filters
  2. Click "Save Filter"
  3. Give it a descriptive name
  4. Choose visibility (personal or team)

Common Saved Filters:

  • "My Active Tasks": assignee:me status:pending,in_progress
  • "Overdue Items": due:<today status:!completed
  • "High Priority Bugs": tag:bug priority:high,critical
  • "This Week's Work": due:this_week assignee:me

📊 Task Analytics

Personal Productivity

  • Completion Rate: Percentage of tasks finished on time
  • Average Completion Time: How long tasks typically take
  • Workload Distribution: Tasks by status and priority
  • Time Tracking Accuracy: Estimated vs. actual time

Team Performance

  • Team Velocity: Tasks completed per sprint/week
  • Bottleneck Analysis: Where tasks get stuck
  • Collaboration Metrics: Comments, mentions, handoffs
  • Quality Metrics: Re-opened tasks, bug rates

✅ Best Practices

Task Creation

  • Be Specific: Write clear, actionable task titles
  • Size Appropriately: Break large tasks into smaller ones
  • Include Context: Add enough detail for anyone to understand
  • Set Realistic Estimates: Account for complexity and interruptions

Task Management

  • Regular Updates: Update status and progress frequently
  • Log Time Consistently: Track actual time spent
  • Use Comments: Communicate progress and blockers
  • Clean Dependencies: Remove outdated or unnecessary dependencies

Team Collaboration

  • Assign Clearly: Every task should have a clear owner
  • Communicate Blockers: Report issues early and clearly
  • Share Context: Include relevant links, files, and background
  • Review Regularly: Conduct task reviews in team meetings

Workflow Optimization

  • Limit Work in Progress: Don't start too many tasks at once
  • Prioritize Ruthlessly: Focus on high-impact, urgent tasks
  • Batch Similar Tasks: Group similar work together
  • Regular Grooming: Clean up old, outdated, or duplicate tasks

Next: Learn about Project Management workflows and strategies.