Create and Modify Tasks

The Tasks feature in the DiliTrust Entities module allows users to manage and track key activities related to legal entities. This functionality helps streamline operations by assigning responsibilities, setting deadlines, and organizing recurring legal tasks across the organization.

• Add a Task
• Recurring Tasks
• Tasks in the Overview
• Task Table Functions
  • Permission (Admins)
  • Notify
  • Duplicate
  • Visualize
• Review Tasks
• Workflows
  • Creating a Workflow
  • Defining Steps and Tasks
    • Tasks Outside of Steps
    • Use Case Example

To access the Task Manager section, click on the top right icon displayed in the image below.

Once landed on the page, you will have the options to visualise and manage your existing tasks, divided into: Standard - Recurring - Review - Workflows. 

The table contains many task management functionalities, that we'll cover in this guide.

Let's start by creating a Task !

Add a Task

Click on "Add a Task" from the Task Manager to create a new task. A pop-up window will appear where you can fill in the necessary information:

• Status: Define the task’s current progress (e.g., Open, In Progress, Completed).

• Priority: Select the urgency (e.g., Low, Medium, High).

• Title: Brief name summarizing the task.

• Description: Detailed explanation of the task’s objective.

• Assignee: Select a user responsible for completing the task.

• Type: Choose the task type (e.g., Reminder, Legal Filing, Review).

• Related Content: Link to specific entities or documents.

• Due Date: Set a deadline.

• Recurrence: Set up repeating tasks (e.g., monthly board meetings, annual filings) -- if configured, the task will be feasible under the Recurring tasks sub-menu.

N.B. Most of these fields (like Status, Priority and Type) can be customised by ad Admin in the Configuration > Data Customization section.

Recurring Tasks

You can automate periodic obligations by setting your Task as Recurrent. This is especially useful for compliance-related activities like tax filings, statutory meetings, or report submissions.

You will be able to visualise all your Recurring tasks under the dedicated menu.

Tasks in the Overview

From both the Company and Individual overviews, there is a dedicated section to visualise assigned tasks. This allows users to quickly see all tasks related to the selected entity or person, including their status, priority, and due dates, ensuring full visibility and easy tracking within the context of the record.

Task Table Functions

In this section, we'll provide a detailed overview of all the functionalities available within the Tasks feature, including how to:

• create notifications
• assign permissions
• visualize tasks
• duplicate tasks

Permission (Admins)

From the table It is possible to easily set permission on Access and Edit to Tasks. The platform uses the Keywords:

• Everybody, Except
• Nobody, Except

 To define permissions on users. Admins can control task access and assignment rights via this platform’s easy permission management interface.

Notify

Every time a task is created, a pop up will appear proposing to notify the ownser/s of the Task.

Optionally, from the table view, it is always possible to send an email to any recipient, containing per object the content of the Task. It is also possibile to customise the subject and message sent to the recipients.

Duplicate

The Duplicate feature allows you to quickly create a copy of an existing task. 

When duplicating, a pop-up similar to the task creation form appears—however, all fields are pre-filled with the original task’s data except for the Priority, which must be manually selected. This is useful for replicating recurring or similar tasks across different entities or timeframes without re-entering all the details.

Visualize

in the table, click on the Task Title to open the detail of it and eventually edit its configuration.

Review Tasks

You can configure the platform to automatically create Review-type tasks when specific operations occur—such as the creation of a new company. These tasks can be pre-assigned to a designated user and set with a due date calculated relative to the triggering event (e.g., 7 days after creation). This ensures timely follow-up and oversight on key actions performed in the system.

Workflows