An item of work for a person or team to do, such as following up a lead, running a project step or completing a funnel action. A task is owned by an administrative organisation, can be assigned to a profile, a sub-organisation or a group, and can be related to a lead, a profile, a funnel or a named project. Tasks are soft closed rather than removed: completing sets completedDate, and cancelling sets both completedDate and the cancelled flag, so a task is only outstanding while both are unset.

Group: Database Entities

Implements: Serializable, Relational


Properties

PropertyReturnsDescription
activebooleanWhether the task is still outstanding, meaning it has been neither cancelled nor closed.
adminDomainOrganisationThe administrative organisation which owns the task. Every lookup of tasks is scoped by this, so a task is only ever visible within its own account.
assignedDateDateWhen the task was first assigned to someone. Null while the task has never been assigned.
assignedToGroupGroupGroup the task is assigned to, so that any member of the group can pick it up. Null when the task is assigned to an individual or to an organisation instead.
assignedToOrgOrganisationSub-organisation the task has been passed to, such as a dealer or reseller expected to handle it. Distinct from the admin domain, which is the account that owns the task.
assignedToProfileProfileThe team member responsible for doing the task. Null means the task is unassigned and will appear in the unassigned queue.
calEventCalEventCalendar event this task is linked to, when the task has been scheduled into someone's calendar. Null for a task which is not scheduled.
cancelledbooleanWhether the task was abandoned rather than done. Cancelling also sets the completed date, so this flag is what distinguishes an abandoned task from a finished one, and cancelled tasks are left out of every active-task search.
completedDateDateWhen the task was closed. This is set both when the task is completed and when it is cancelled, so it does not on its own mean the work was done - check the cancelled flag as well, or use isCompletedOk.
completedOkbooleanWhether the task was finished successfully, meaning it has a completed date and was not cancelled. Use this rather than testing the completed date alone, which is also set when a task is cancelled.
createDateDateWhen the task was created. Task listings are ordered by this, newest first. Never null.
dueDateDateWhen the task is due to be done. Null means the task has no deadline, and the due-task searches treat a null due date as due now.
estimatedHoursIntegerEstimate of how many hours the task should take, entered when the task is planned. Null if no estimate was given. Compare it with hoursWorked, which sums the timesheet entries actually logged against the task.
formattedNameStringA label for the task suitable for showing in a list or a message: the title if one was entered, otherwise the word Task followed by the last four digits of the task id. Never null.
funnelFunnelRepositoryThe funnel this task belongs to, when the task was raised by a funnel step. Null for tasks created outside a funnel.
idlongUnique database identifier for this task, also used as the fallback for its formatted name.
projectNameStringIdentifier of the project this task belongs to, used to gather all the tasks for one project together. Null for a task which is not part of a project.
relatedLeadLeadThe lead this task was raised against, for tasks which are part of working a lead. Null for tasks not tied to a lead.
relatedProfileProfileThe profile the task is about, for example the customer being followed up. This is the subject of the task, not the person who has to do it, which is the assigned profile.
takenDateDateWhen a user took this task for themselves, for tasks which are picked up from a shared queue rather than assigned. Null if nobody has taken it.
taskDescriptionStringLonger explanation of what the task involves, for the person doing it.
taskNameStringIdentifier used to refer to this task from within a funnel definition, so a funnel step can find the task it created. Not a display label, and not unique across tasks: task listings group by it to give the set of task types in use.
titleStringShort free-text description of the task, shown in listings. Not an identifier and not guaranteed to be set; when it is blank the formatted name falls back to a number derived from the task id.

Methods

getId() · getAdminDomain() · getCalEvent() · getEstimatedHours() · getTaskName() · getCreateDate() · getTakenDate() · getCompletedDate() · getDueDate() · getAssignedToGroup() · getAssignedToOrg() · getAssignedToProfile() · getRelatedLead() · getRelatedProfile() · getTitle() · getTaskDescription() · getFunnel() · getProjectName() · isCancelled() · getAssignedDate() · getFormattedName() · is(String type) · hoursWorked() · isActive() · isCompletedOk()

getId()

Returns: long

Unique database identifier for this task, also used as the fallback for its formatted name.

getAdminDomain()

Returns: Organisation

The administrative organisation which owns the task. Every lookup of tasks is scoped by this, so a task is only ever visible within its own account.

getCalEvent()

Returns: CalEvent

Calendar event this task is linked to, when the task has been scheduled into someone's calendar. Null for a task which is not scheduled.

getEstimatedHours()

Returns: Integer

Estimate of how many hours the task should take, entered when the task is planned. Null if no estimate was given. Compare it with hoursWorked, which sums the timesheet entries actually logged against the task.

getTaskName()

Returns: String

Identifier used to refer to this task from within a funnel definition, so a funnel step can find the task it created. Not a display label, and not unique across tasks: task listings group by it to give the set of task types in use.

getCreateDate()

Returns: Date

When the task was created. Task listings are ordered by this, newest first. Never null.

getTakenDate()

Returns: Date

When a user took this task for themselves, for tasks which are picked up from a shared queue rather than assigned. Null if nobody has taken it.

getCompletedDate()

Returns: Date

When the task was closed. This is set both when the task is completed and when it is cancelled, so it does not on its own mean the work was done - check the cancelled flag as well, or use isCompletedOk.

getDueDate()

Returns: Date

When the task is due to be done. Null means the task has no deadline, and the due-task searches treat a null due date as due now.

getAssignedToGroup()

Returns: Group

Group the task is assigned to, so that any member of the group can pick it up. Null when the task is assigned to an individual or to an organisation instead.

getAssignedToOrg()

Returns: Organisation

Sub-organisation the task has been passed to, such as a dealer or reseller expected to handle it. Distinct from the admin domain, which is the account that owns the task.

getAssignedToProfile()

Returns: Profile

The team member responsible for doing the task. Null means the task is unassigned and will appear in the unassigned queue.

getRelatedLead()

Returns: Lead

The lead this task was raised against, for tasks which are part of working a lead. Null for tasks not tied to a lead.

getRelatedProfile()

Returns: Profile

The profile the task is about, for example the customer being followed up. This is the subject of the task, not the person who has to do it, which is the assigned profile.

getTitle()

Returns: String

Short free-text description of the task, shown in listings. Not an identifier and not guaranteed to be set; when it is blank the formatted name falls back to a number derived from the task id.

getTaskDescription()

Returns: String

Longer explanation of what the task involves, for the person doing it.

getFunnel()

Returns: FunnelRepository

The funnel this task belongs to, when the task was raised by a funnel step. Null for tasks created outside a funnel.

getProjectName()

Returns: String

Identifier of the project this task belongs to, used to gather all the tasks for one project together. Null for a task which is not part of a project.

isCancelled()

Returns: boolean

Whether the task was abandoned rather than done. Cancelling also sets the completed date, so this flag is what distinguishes an abandoned task from a finished one, and cancelled tasks are left out of every active-task search.

getAssignedDate()

Returns: Date

When the task was first assigned to someone. Null while the task has never been assigned.

getFormattedName()

Returns: String

A label for the task suitable for showing in a list or a message: the title if one was entered, otherwise the word Task followed by the last four digits of the task id. Never null.

is(String type)

Returns: boolean

Type test used by templates and permission checks to ask what kind of record this is. Only the value task matches, ignoring case.

ParameterDescription
typethe type name being tested for

hoursWorked()

Returns: double

Sums the hours on every timesheet entry logged against this task, with no date restriction. This reads from the database on each call, so avoid calling it inside a loop over many tasks.

isActive()

Returns: boolean

Whether the task is still outstanding, meaning it has been neither cancelled nor closed.

isCompletedOk()

Returns: boolean

Whether the task was finished successfully, meaning it has a completed date and was not cancelled. Use this rather than testing the completed date alone, which is also set when a task is cancelled.

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