Skip to main content

Task Management System Specifications

Overview​

The Task Management system provides comprehensive workflow management capabilities for tracking, assigning, and managing tasks across the organization.

Features​

1. Task Management Interface​

Route: /task-management Navigation: Tasks > Task Management

Core Functionality​

  • Task Creation: Create new tasks with detailed specifications
  • Task Assignment: Assign tasks to specific users or teams
  • Status Tracking: Monitor task progress through various states
  • Priority Management: Set and manage task priorities
  • Due Date Management: Set and track task deadlines
  • Task Filtering: Filter tasks by status, type, priority, assignee
  • Task Search: Search tasks by name, description, or related objects
  • Bulk Operations: Perform actions on multiple tasks simultaneously

Task States​

  • Pending: Newly created tasks awaiting assignment
  • In Progress: Tasks currently being worked on
  • Completed: Finished tasks
  • Cancelled: Cancelled or abandoned tasks

Task Priorities​

  • Backlog: Low priority, future tasks
  • Low: Important but not urgent
  • Medium: Standard priority
  • High: Urgent and important

Task Types​

  • Review Creative: Creative asset review tasks
  • Review Report: Report review and analysis tasks
  • General: General administrative tasks
  • Custom: User-defined task types

2. Alert System​

Route: /alerts Navigation: Tasks > Alerts

Core Functionality​

  • Alert Configuration: Create and configure custom alerts
  • Alert Triggers: Set up conditions for alert activation
  • Notification Management: Manage alert notifications and frequency
  • Alert Testing: Test alert configurations before activation
  • Alert History: Track alert instances and responses
  • Alert Statistics: View alert performance metrics

Alert Types​

  • Performance Alerts: Monitor campaign/ad performance
  • Budget Alerts: Track spending and budget thresholds
  • Lead Quality Alerts: Monitor lead scoring and quality
  • System Alerts: Technical and system-related notifications

Alert Levels​

  • Ad Level: Individual ad performance alerts
  • Campaign Level: Campaign-wide performance alerts
  • Account Level: Account-wide performance alerts

User Interface Components​

Task Management Page​

  • Task List View: Table-based task listing with sorting and filtering
  • Task Detail Modal: Detailed task information and editing
  • Task Creation Form: Wizard-based task creation
  • Bulk Action Toolbar: Multi-task operations
  • Filter Panel: Advanced filtering options
  • Search Bar: Real-time task search

Alert Management Page​

  • Alert Settings Table: List of configured alerts
  • Alert Creation Wizard: Step-by-step alert setup
  • Alert Testing Interface: Test alert configurations
  • Notification Center: View and manage alert notifications
  • Alert Statistics Dashboard: Performance metrics and analytics

Data Models​

Task Model​

interface Task {
  id: string;
  name: string;
  task_type: string;
  status: 'pending' | 'in_progress' | 'completed' | 'cancelled';
  priority: 'Backlog' | 'Low' | 'Medium' | 'High';
  client_id: string;
  created_by: string;
  assignees: string[];
  related_object_id?: string;
  related_object_type?: string;
  link_url?: string;
  due_date?: Date;
  description?: string;
  completed_by?: string;
  completed_at?: Date;
  created_at: Date;
  updated_at: Date;
}

Alert Model​

interface Alert {
  id: string;
  name: string;
  description: string;
  alert_type: string;
  level: 'ad' | 'campaign' | 'account';
  conditions: AlertCondition[];
  actions: AlertAction[];
  is_enabled: boolean;
  is_default: boolean;
  created_at: Date;
  updated_at: Date;
}

API Endpoints​

Task Management​

  • GET /api/v1/tasks - List tasks with filtering
  • POST /api/v1/tasks - Create new task
  • PATCH /api/v1/tasks/{task_id} - Update task
  • DELETE /api/v1/tasks/{task_id} - Delete task
  • POST /api/v1/tasks/{task_id}/complete - Complete task
  • POST /api/v1/tasks/{task_id}/cancel - Cancel task
  • GET /api/v1/tasks/users/{client_id} - Get client users for assignment

Alert Management​

  • GET /api/v1/alerts - List alerts
  • POST /api/v1/alerts - Create alert
  • PUT /api/v1/alerts/{alert_id} - Update alert
  • DELETE /api/v1/alerts/{alert_id} - Delete alert
  • POST /api/v1/alerts/test - Test alert configuration
  • GET /api/v1/alerts/instances - Get alert instances
  • PUT /api/v1/alerts/instances/{instance_id}/resolve - Resolve alert

Permissions & Access Control​

Task Management Permissions​

  • View Tasks: All authenticated users
  • Create Tasks: All authenticated users
  • Edit Own Tasks: Task creator and assignees
  • Edit All Tasks: Admin and Super Admin
  • Delete Tasks: Admin and Super Admin
  • Complete Tasks: Task assignees and admins

Alert Management Permissions​

  • View Alerts: All authenticated users
  • Create Alerts: Admin and Super Admin
  • Edit Alerts: Admin and Super Admin
  • Delete Alerts: Admin and Super Admin
  • Test Alerts: Admin and Super Admin

Integration Points​

Creative Management Integration​

  • Tasks can be linked to creative submissions
  • Automatic task creation for creative reviews
  • Direct navigation to creative assets

Lead Scoring Integration​

  • Alert triggers based on lead scoring metrics
  • Task creation for lead quality issues
  • Performance monitoring integration

User Management Integration​

  • Task assignment to specific users
  • Role-based task permissions
  • User activity tracking

Business Rules​

Task Creation Rules​

  1. All tasks must have a name and type
  2. Tasks must be assigned to at least one user
  3. Due dates cannot be in the past
  4. Task descriptions are optional but recommended

Alert Configuration Rules​

  1. Alerts must have valid conditions
  2. At least one action must be configured
  3. Alert names must be unique per client
  4. Default alerts cannot be deleted

Task Completion Rules​

  1. Only assigned users can complete tasks
  2. Completed tasks cannot be edited
  3. Task completion is logged with timestamp and user
  4. Related objects are automatically updated

Performance Considerations​

Task Management​

  • Pagination for large task lists
  • Lazy loading for task details
  • Optimistic updates for better UX
  • Caching for frequently accessed data

Alert System​

  • Efficient alert condition evaluation
  • Background processing for alert checks
  • Rate limiting for alert notifications
  • Alert deduplication to prevent spam

Error Handling​

Task Management Errors​

  • Validation errors for task creation
  • Permission errors for restricted actions
  • Not found errors for invalid task IDs
  • Conflict errors for concurrent updates

Alert System Errors​

  • Configuration validation errors
  • Trigger evaluation errors
  • Notification delivery failures
  • Alert processing timeouts

Testing Strategy​

Unit Tests​

  • Task model validation
  • Alert condition evaluation
  • Permission checking logic
  • Business rule enforcement

Integration Tests​

  • API endpoint functionality
  • Database operations
  • External service integrations
  • User workflow testing

End-to-End Tests​

  • Complete task lifecycle
  • Alert configuration and triggering
  • User permission scenarios
  • Cross-feature integration

Future Enhancements​

Planned Features​

  • Task templates and automation
  • Advanced alert scheduling
  • Task dependency management
  • Mobile app integration
  • Advanced reporting and analytics
  • Workflow automation
  • Task time tracking
  • Advanced notification preferences