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What actually happens to a task

Four things to set up, six stages a task passes through, and a clear answer to who does which part. No jargon and no tour.

Before the first task

Four things to set up, in this order

Structure before content. Every hour spent here saves several hours of retrofitting once there are two hundred tasks in the system.

01

Departments

They decide who is eligible for which queue and how reports group. Creating them after people means reassigning everyone, so they come first.

02

Roles

Built from the permissions people actually need. A base role of Admin, Manager or Employee is a seeding template and grants nothing at runtime.

03

People

Added individually, or imported from a spreadsheet in one pass. Each gets a role and a department at the moment they are created.

04

Task forms

One per request type you handle regularly, built from eighteen field types. Every workspace starts with a default form, so work can be raised before you build anything.

The reasoning behind the order — and what to do in each of the first four weeks — is in the task management guide.

The lifecycle

Six stages, one task ID

A task keeps the same ID and code through all of these, which is what keeps its history, its audit entries and its timing figures attached to a single record.

  1. 1

    Raised

    Someone creates the task against a form, with a priority and a due date. They either name an assignee or raise it for a whole department.

  2. 2

    Accepted

    The assignee — or the first eligible department member — accepts. That moves the task to In progress and stamps when work began. There is no separate start action.

  3. 3

    Worked

    Progress updates, comments and attachments each write an activity entry with a timestamp, so the trail builds itself rather than being maintained.

  4. 4

    Handed over, if it moves

    A handover records the previous owner, the next owner, work completed, work pending, notes and the progress figure at that moment — on the same task ID.

  5. 5

    Blocked, if it stalls

    Unable to Complete with a reason moves the task to Blocked and puts it on a manager’s queue. Being stuck stops looking like being slow.

  6. 6

    Reviewed

    Submitted work is approved or rejected by the creator, or anyone with the review permission — never by the person who submitted it. Rejection returns it as Reopened with the reason attached.

Who does what

The three roles, and what they can reach

Access always comes from the permission list stored on a role — this table describes the seeded defaults, not a hard-coded hierarchy.

Who typically does what, with the default permission sets
EmployeeManagerAdmin
Raise a task for a personOwn work onlyYesYes
Raise a task for a departmentNoDepartments they manageAny department
Accept or join department workYes, where eligibleYesYes
Hand a task overWhatever they holdYesYes
Review submitted workOnly tasks they raisedYesYes
Run reportsNoYesYes
Read the audit logNoOnly with the permissionOnly with the permission

Any of these can be narrowed or widened by editing the role, and custom roles can be built from individual permission keys — see how roles and permissions work.

FAQ

Frequently asked questions

Departments, roles and an imported staff list are usually an hour for a team of twenty to thirty. Task forms and recurring schedules take another hour or two, and are worth doing before the first real task rather than after fifty of them.

No, and it is usually a mistake. Let in-flight work finish where it started and raise only new work in TaskIt. A migration produces a day of data entry and then two systems in parallel, and the old one wins because it already has everything in it.

Open their dashboard, accept the work assigned to them or claim something from their department’s queue, update progress as they go, hand a task over if it moves, mark it Unable to Complete if they are stuck, and submit it when it is done.

No. TaskIt runs in a web browser on a phone or a desktop, and each workspace has its own address on the app domain. There is no desktop or mobile app.

Nothing is deleted. You choose a billing term — monthly, six-monthly or annual — and pay ₹45 per active team member per month plus GST. The three terms are feature-identical; the term only changes how often you are invoiced.

Set it up this afternoon

Departments, roles and an imported staff list are usually an hour. The trial gives you thirty days to decide whether it fits.