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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.
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
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 |
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
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
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.
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. |
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. |
Taskist modules work together as part of a connected ecosystem:
| Cover image | |||
|---|---|---|---|
| Join our Discord Community | Connect with other Taskist users, share feedback, discuss new features, and get help directly from the community. | Join Discord | discord.png |
| Contribute on GitHub | Help improve Taskist by reporting issues, suggesting enhancements, or submitting pull requests. Every contribution counts! | Submit a PR | Github.png |
