Task Workflow

Task Workflow

This guide explains the task workflow from draft planning to billable approval, including the new submit/save draft semantics and notification behavior.

Task form actions

  • Submit: runs workflow transitions and approval-readiness checks.
  • Save draft: persists current edits and skips workflow transition/readiness logic.
  • Cancel: closes or navigates away without changing task state.
  • Task forms no longer expose PDCA/action select fields directly.

Workflow states

  • New tasks start as PDCA plan and action draft.
  • Quick-start tasks from dashboard play start as PDCA do and action active.
  • Submit from task edit moves task toward approval processing (check + done behavior in workflow path).

Plus additions and auto-task defaults

When adding a task entry from plus without selecting an existing task:

  • Goods: creates a task with check/done defaults and a title derived from product name.
  • Milage: creates a task with check/done defaults and a date/from-to based title.
  • Expense: creates a task with check/done defaults and a default expense title.

Approval readiness and fallback behavior

Billable compile validates readiness per entry kind before creating pending billable items.

Readiness checks include:

  • contact id
  • quantity, unit, price
  • owner, title
  • odometer start/stop (milage)
  • transport start/stop datetime (milage)
  • product id (goods)
  • attached file, expense type, amount, date from/to (expense)

If a task is not ready:

  • task is moved to PDCA act and action draft
  • pending billable items for the task are canceled
  • readiness errors are written to entry metadata

Notifications

  • Approver notification: memberships with TeamRole approve tasks are notified when compile prepares new pending billable items.
  • Owner notification: task owner is notified when a task is returned to draft due to readiness failures.

Review and continue

  • Approvers can review pending items from the Billable Items index.
  • Owners can open the task edit page from notification links, update missing details, and submit again.