Tasks

Overview

The Tasks Module centralizes work items the Hana assistant performs or knows about, giving teams a single location to review, plan, and track tasks. It complements existing project-management tools by capturing AI-generated tasks, user-created tasks, and tasks imported from other systems into one unified board.

Accessing the Module

• Navigation: From the dashboard’s side navigation, select Tasks.
• Direct links: Each task has a unique URL in the format /tasks?id=<taskId> that opens directly to its detail view.

Board Layout and Statuses

Tasks are displayed on a kanban-style board with four columns:

1. Not Started – Newly created tasks or backlog items.
2. In Progress – Tasks actively being worked on.
3. Completed – Finished tasks.
4. Backlog – Deferred or canceled tasks that remain visible for record keeping.

Each column shows:

• The total number of tasks in that status.
• The cumulative story points for that column.

Drag-and-Drop

Tasks can be dragged between columns to update their status. Visual drop indicators show valid destinations and help align the card’s placement.

Creating Tasks

1. Click Create Task to open a blank task form.
2. Begin typing a title; the module auto-saves and creates the task as soon as you start editing.
3. Populate additional details (see “Task Fields” below). All changes are saved automatically—no manual save button is required.

Auto-Save Feedback

• Saving… appears while updates are being stored.
• All changes saved confirms completion.

Editing Tasks

Select a card to open the task detail panel. From here you can modify any field, share or duplicate the task, and remove it (if permitted). The detail panel also supports keyboard navigation and works on narrow screens for mobile use.

Task Fields

Field	Purpose	Notes
Title	Short name for the task	Mandatory.
Description	Rich-text field for requirements or notes	Auto-saved as you type.
Status	Not Started, In Progress, Completed, Backlog	Updated via board or detail panel.
Assignees	One or more people responsible	Uses organization’s user list.
Priority	Critical, High, Medium, Low	Color-coded for quick scanning.
Due Date	Target completion date	Supports “From” and “To” filters for reporting.
Story Points	Estimation metric	Displayed per column for sprint planning.
Tags	Unified labels across Hana	Existing tags can be reused; new tags appear everywhere.
Reference Link	URL back to the originating conversation or ticket	Optional but useful for traceability.
Chat Link	Quick link to the original chat that spawned the task	Auto-filled when tasks originate from chats.

Search, Filter, and Sort

A toolbar above the board offers advanced controls:

• Keyword Search: Finds tasks by title or description text.
• Assignee Filter: Limit results to one or more people.
• Priority Filter: Show tasks of specific urgency.
• Tag Filter: Narrow results by tag.
• Due Date Range: Filter tasks between specific dates.
• Sort Options: Order tasks by title, due date, created date, or story points, in ascending or descending order.

Filters persist across sessions, letting each user keep their preferred view.

Story Points Summary

A compact summary for each column displays total story points, helping teams gauge workload distribution and sprint progress at a glance.

Sharing, Duplicating, and Deleting

• Share: Copies a direct link to the task so teammates can open it immediately.
• Duplicate: Creates an editable copy of the task and adds it to the board.
• Delete: Removes the task permanently.
  • Permissions: Administrators (and higher roles) can delete any task. Authors can delete tasks they created. Others receive a “not authorized” message.

Refreshing and Pagination

• Refresh: Re-fetches tasks and recalculates counts and story points.
• Load More: Each column loads a limited number of cards at first. Click Load more to fetch additional tasks when available.

Unified Tags and Cross-Module Integration

Tags applied in the Tasks Module are shared across the entire Hana ecosystem. This unified tagging system enables cross-referencing between tasks and other data types (such as memories or saved prompts) and provides consistent filtering everywhere.

Localization & Accessibility

All labels, buttons, and messages are localized. The interface adapts to different screen sizes, and mobile users receive condensed controls while retaining full functionality.

Notifications and Feedback

• Announcements: Informational messages (e.g., notes about unified tasks) may appear above the board.
• Toast Notifications: Appear for success states (like “link copied”) and error handling (e.g., duplicate task conflicts).
• Permission Tooltips: Hover messages explain why certain actions—such as deletion—may be restricted.

Typical Workflow

1. Open Tasks from the side navigation.
2. Review board columns and story point totals.
3. Use search and filters to focus on relevant work.
4. Drag existing tasks to update status or click a card to edit details.
5. Create new tasks for upcoming work; assign users and set due dates.
6. Share, duplicate, or delete tasks as needed.
7. Refresh or load more tasks to keep the board current.

Key Benefits

• Unified Workspace: All task information—manual, automated, or AI-generated—lives in one place.
• Real-Time Collaboration: Auto-saving and status updates prevent conflicting edits and keep everyone aligned.
• Flexible Planning: Story points, priority levels, and filters support both agile teams and ad-hoc task lists.
• Scalability: Pagination and search enable boards to scale with your organization without slowing down.