Overview

The Task Management feature allows users to create, manage, and track tasks for discovered applications. Each task is linked to a discovered application, making it easy to see who is doing what, what needs attention, and what’s completed all in one place. It provides a clear way to assign responsibilities, organize work, and monitor progress without relying on external tools.

Purpose

This feature exists to help teams stay organized and work smarter. By connecting tasks to specific discovered applications, users can:

• Know exactly what needs to be done.
• See who is responsible for each task.
• Track progress easily from start to finish.
• Avoid missing important steps or tasks.

It’s a central task board for all discovered apps simple, clear, and efficient.

Why It Is Used

• To assign tasks clearly to the right team members.
• To track task status, priority, and deadlines without confusion.
• To keep everything organized in one place, avoiding separate tools or messy spreadsheets.
• To improve teamwork and collaboration by giving visibility to every task linked to discovered apps.
• To automatically notify users about task creation, assignment, and weekly reminders.

Steps to Use Task Management

Configure Task Settings

1. Navigate to the Discovery page.
2. Click the three dots button to open Discovery Settings.
3. Scroll down to the Task Settings section.
4. Enable the toggles:
   1. Enable Reminder Email Notification: Sends task reminder emails to users.
   2. Enable Automatic Task Generation: Automatically creates tasks based on discovery rules.
5. Select Default Task User from the dropdown.

Create a Task

1. Navigate to the Discovery page.
2. Go to the Task Section in Discovery.
3. Click the three dots button to Add, Download, or Refresh tasks.
   1. To create a task:
      • Enter Title
      • Select Assigned User
      • Choose Linked App
      • Set Priority (High/Medium/Low)
      • Set Status (Open/In Progress/Done)
      • (Optional) Set Due Date
      • Enter Description
      • Click Create Task to add it.
   2. Click Create Task. The task will now appear in the Task List.
   3. After creation, the assigned user receives an email notification about the task.

Manage Tasks

1. Edit, delete, filter, or sort tasks in the Task List as needed.
2. Use filters by Assigned User, Status, or Priority for easy tracking.
3. Search tasks by title, description, or linked application.

How It Works

1. Creating and Managing Tasks
   • Users can create, edit, and delete tasks linked to discovered applications.
   • Each task includes:
     • Title
     • Description
     • Priority (High, Medium, Low)
     • Status (Open, In Progress, Done)
     • Assigned User
     • Linked Application
2. Task Interface
   • Tasks are visible per discovered app in Edit View or in the Task Tab.
   • Users can filter by Assigned User, Status, or Priority, search by title, description, or app name, and sort by due date, priority.
3. Email Notifications
   • Immediate notifications are sent when a task is manually or automatically created, or when it is assigned/reassigned.
   • Weekly reminders notify users of:
     • Overdue tasks (before the current week)
     • Upcoming tasks (due in the current week)

• Emails contain task title, due date, priority, status, and a direct link to the task.