All Task Page
The All Task Page in Agency Handy provides a centralized view of all tasks related to active workflows. Designed for operational transparency and role-based task access, this page helps teams stay aligned on what needs to be done, by whom, and when. It displays tasks from orders that are in ongoing or in-review status only, with visibility tailored to each user's role.
Goals
Provide real-time task visibility across relevant orders.
Respect role-based access to ensure users see only appropriate tasks.
Support intuitive task management with filtering, sorting, and inline controls.
Pre-conditions
Permissions Required: Task visibility and controls vary by user role.
Order Status Dependency: Tasks only appear when associated orders are marked as ongoing or in review.
Table of Contents
Accessing the All Task Page
Task Visibility by Role
Trigger Conditions for Task Appearance
Task Deletion Rules
Editing Tasks
Search, Filter, and Navigation Tools
Important Notes
1. Accessing the All Task Page
Log in to your Agency Handy account.
Click on Tasks in the left-hand menu.
Select All Tasks to view the centralized task dashboard.
đź“Ś This page reflects tasks from orders that are either in ongoing or in-review states only.
2. Task Visibility by Role
Superadmin / Admin:
Can view and manage all tasks across all orders, teams, and statuses.
Manager:
Sees only tasks linked to orders where they are assigned as the Manager.
Assignee:
Sees only the tasks to which they are directly assigned.
Cannot view tasks even from their team unless assigned.
3. Trigger Conditions for Task Appearance
Tasks will appear in the All Task Page when the following conditions are met:
Manual Orders (One-time / Subscription) are created.
Catalog Orders via Stripe or Manual Methods are placed.
Proposal is accepted by the agency.
Tasks remain hidden until:
The agency accepts client-requested tasks.
Trial orders are accepted by the agency.
Orders with pending status (e.g., manual bank payment) are accepted.
4. Task Deletion Rules
When an order is deleted, all associated tasks are automatically removed from the All Task Page.
This deletion is permanent and affects visibility for all user roles.
5. Editing Tasks
Tasks listed on the All Task Page can be modified in two ways:
✏️ Inline Editing: Edit directly within the task row.
đź“„ Modal Editing: Click into the task to open and update full task details.
6. Search, Filter, and Navigation Tools
The All Task Page is equipped with UI controls to streamline task management:
Search: Locate tasks by name, assignee, or related order.
Sorting: Organize tasks by due date, priority, or creation time.
Filters: Narrow tasks by status, role, or team.
Breadcrumb Navigation: Maintain contextual awareness while navigating between subtasks, lists, and orders.
đź“ť Important Notes
Tasks are only shown for orders that are in an accepted or in-progress state.
Client-requested tasks require approval and will not appear until accepted.
Users only see what their role allows—visibility is filtered dynamically.
Deleted orders remove all associated tasks permanently—there is no recovery.
PMs do not see tasks unless they are assigned as Manager to that order.
Task edits can be performed quickly from the row or more deeply in modal views.
Changes to orders or task assignments will reflect in real-time on the All Task Page.
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