🏠 Taskist – User & Admin Guide
Welcome to the Taskist Documentation Portal — your complete guide to understanding and using the Taskist system effectively.
Taskist is a modern task, change, and bug management system built for software teams, offering advanced project collaboration, workflow automation, and real-time visibility through modular, permission-driven design.
🚀 Introduction
Taskist helps development teams organize their projects, streamline communication, and deliver work efficiently. It brings together backlogs, sprints, communication tools, and master configurations into one unified workspace — fully customizable, visually intuitive, and scalable.
Taskist provides:
🧩 Modular architecture for easy configuration
⚙️ Role-based permissions for secure collaboration
🎨 Color-coded masters for intuitive visualization
🔔 Email integration for smart automation
🌐 Multi-language support for global usability
🧱 System Overview
Taskist is divided into three major areas:
Category
Modules Included
Purpose
1️⃣ Core Functional Modules
Backlog, Sprint, Board (planned)
Daily work management, task tracking, and Agile delivery
2️⃣ Configuration & Master Modules
Status, Severity, Task Type, Reporter, Project, Module, Sub-Module, Client
Foundational definitions used across the system
3️⃣ System Settings & Communication
Email Account, Email Template, Language, Locale Resource
Automation, notification, and localization setup
🧩 Core Functional Modules
📋 Backlog Module
The heart of Taskist — where users log, manage, and track tasks, CRs, and bugs. Includes a Backlog List View with filtering, grouping, and search features, and a Create/Edit interface with full master integration.
Key highlights:
Permission-based create/edit/close actions
Color-coded severity, status, and task type
Reopen count and history tracking
Inline filters, column selection, and grouping
Quick “#ID” search and detailed filtering
Attachments, activity logs, and audit trails
Includes sub-sections:
👤 Assignee Section – Assign to self or eligible project members
🧾 Attachments & Logs – Manage supporting files and updates
🏃♂️ Sprint Module
Used to define iteration cycles (Start Date → End Date) for managing sets of backlog items. Supports planning, execution, and tracking of work progress within a project.
Key features:
Time-boxed sprint creation and activation
Assign backlogs to active sprints
One active sprint per project rule
Sprint progress tracking and reports
🗂️ Board Module (Planned Feature)
Future Kanban view of the Backlog module with drag-and-drop task movement between workflow stages. Will visualize tasks by status, assignee, or sprint, using color-coded indicators from master data.
⚙️ Configuration & Master Modules
These modules provide the structural foundation for projects and workflow logic.
Module
Purpose / Highlights
🧩 Project Module
Organizes clients, members, and custom fields under specific projects.
🧱 Sub-Module Module
Manages sub-sections linked to modules (e.g., Comments, Attachments).
🧾 Client Module
Stores client or organization information linked to projects.
🧩 Module & Sub-Module
Define functional areas within projects (e.g., Tasks, Documents).
🚨 Severity Module
Categorizes urgency and impact with visual color/icon settings.
🔄 Status Module
Defines workflow stages like New, InProgress, Resolved, Archived.
🧾 Task Type Module
Classifies tasks as To-Do, CR, or Bug with distinct visuals.
🧍♂️ Reporter Module
Tracks external individuals (clients/testers) who report issues.
🧩 Assignee Section
Embedded within Backlog; assigns tasks to users or eligible members.
📧 Communication & System Settings
Taskist automates notifications and supports localization through system-level configuration modules.
Module
Purpose / Integration
📧 Email Account Module
Stores all SMTP configurations used to send system emails.
📨 Email Template Module
Defines subject and body templates using tokens; linked to email accounts for sending.
🌐 Language Module
Manages available system languages, default settings, and localization files.
🗝️ Locale Resource Section
Part of the Language Edit page — defines key-value translations for UI text and messages.
🧭 Workflow Integration Overview
Taskist modules work together as part of a connected ecosystem:
Join our Discord Community
Connect with other Taskist users, share feedback, discuss new features, and get help directly from the community.
Contribute on GitHub
Help improve Taskist by reporting issues, suggesting enhancements, or submitting pull requests. Every contribution counts!
Last updated