230 lines
5.2 KiB
Markdown
230 lines
5.2 KiB
Markdown
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# Tasks - To-Do Management
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> **Track what needs to be done**
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<img src="../../assets/suite/tasks-screen.svg" alt="Tasks Interface Screen" style="max-width: 100%; height: auto;">
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---
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## Overview
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Tasks is your to-do list manager within General Bots Suite. Create tasks, set priorities, organize by category, and track your progress. Built with HTMX for instant updates without page reloads.
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---
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## Features
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### Adding Tasks
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**Quick Add:**
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1. Type task description in the input box
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2. Press **Enter** or click **+ Add**
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**With Details:**
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1. Type task description
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2. Select a category (optional)
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3. Pick a due date (optional)
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4. Click **+ Add**
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### Priority Levels
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| Priority | Icon | When to Use |
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|----------|------|-------------|
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| **High** | 🔴 | Must do today |
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| **Medium** | 🟡 | Important but not urgent |
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| **Low** | 🟢 | Can wait |
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| **None** | ⚪ | No deadline |
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### Categories
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| Category | Icon |
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|----------|------|
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| Work | 💼 |
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| Personal | 🏠 |
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| Shopping | 🛒 |
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| Health | ❤️ |
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| Custom | 🏷️ |
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### Filter Tabs
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| Tab | Shows |
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|-----|-------|
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| **All** | All tasks |
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| **Active** | Uncompleted tasks |
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| **Completed** | Done tasks |
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| **Priority** | High priority only |
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---
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## Keyboard Shortcuts
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| Shortcut | Action |
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|----------|--------|
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| `Enter` | Add task (when in input) |
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| `Space` | Toggle task completion |
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| `Delete` | Remove selected task |
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| `Tab` | Move to next field |
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| `Escape` | Cancel editing |
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| `↑` / `↓` | Navigate tasks |
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---
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## Creating Tasks from Chat
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<div class="wa-chat">
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>Create a task to review the budget by Friday</p>
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<div class="wa-time">10:30</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>✅ Task created:</p>
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<p>📋 Review the budget</p>
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<p>📅 Due: Friday, March 22</p>
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<p>🏷️ Category: Work</p>
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<div class="wa-time">10:30</div>
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</div>
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</div>
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</div>
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### Managing Tasks via Chat
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<div class="wa-chat">
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>What tasks do I have today?</p>
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<div class="wa-time">09:00</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>📋 Today's Tasks (3 active):</p>
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<p>🔴 Review quarterly report</p>
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<p>🟡 Call client about proposal</p>
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<p>🟢 Update project documentation</p>
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<div class="wa-time">09:00</div>
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</div>
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</div>
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>Mark the quarterly report as done</p>
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<div class="wa-time">11:45</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>✅ Task completed:</p>
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<p>📋 Review quarterly report</p>
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<p>You have 2 tasks remaining today.</p>
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<div class="wa-time">11:45</div>
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</div>
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</div>
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</div>
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### Setting Reminders
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<div class="wa-chat">
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<div class="wa-message user">
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<div class="wa-bubble">
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<p>Remind me to call John tomorrow at 3pm</p>
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<div class="wa-time">14:20</div>
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</div>
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</div>
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<div class="wa-message bot">
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<div class="wa-bubble">
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<p>✅ Task created with reminder:</p>
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<p>📋 Call John</p>
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<p>📅 Tomorrow at 3:00 PM</p>
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<p>🔔 Reminder set for 2:55 PM</p>
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<div class="wa-time">14:20</div>
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</div>
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</div>
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</div>
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---
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## API Endpoints
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| Endpoint | Method | Description |
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|----------|--------|-------------|
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| `/api/tasks` | GET | List all tasks |
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| `/api/tasks` | POST | Create new task |
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| `/api/tasks/:id` | GET | Get single task |
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| `/api/tasks/:id` | PATCH | Update task |
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| `/api/tasks/:id` | DELETE | Delete task |
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| `/api/tasks/stats` | GET | Get task statistics |
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### Query Parameters
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| Parameter | Values | Default |
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|-----------|--------|---------|
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| `filter` | `all`, `active`, `completed`, `priority` | `all` |
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| `category` | `work`, `personal`, `shopping`, `health` | none |
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| `sort` | `created`, `dueDate`, `priority`, `text` | `created` |
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| `order` | `asc`, `desc` | `desc` |
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### Request Body (Create/Update)
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```json
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{
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"text": "Review quarterly report",
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"category": "work",
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"dueDate": "2024-03-20",
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"priority": "high",
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"completed": false
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}
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```
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### Response Format
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```json
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{
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"id": 123,
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"text": "Review quarterly report",
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"category": "work",
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"dueDate": "2024-03-20",
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"priority": "high",
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"completed": false,
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"createdAt": "2024-03-18T10:30:00Z",
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"updatedAt": "2024-03-18T10:30:00Z"
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}
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```
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---
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## Integration with Calendar
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Tasks with due dates automatically appear in your Calendar view, helping you visualize your workload across days and weeks.
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---
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## Troubleshooting
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### Tasks Not Saving
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1. Check network connection
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2. Verify API endpoint is accessible
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3. Check browser console for errors
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4. Try refreshing the page
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### Filters Not Working
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1. Click the filter tab again
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2. Check if tasks exist for that filter
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3. Clear browser cache
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### Stats Not Updating
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1. Reload the page
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2. Check for JavaScript errors in console
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---
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## See Also
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- [Suite Manual](../suite-manual.md) - Complete user guide
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- [Chat App](./chat.md) - Create tasks from chat
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- [Calendar App](./calendar.md) - View tasks in calendar
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- [Tasks API](../../chapter-10-api/tasks-api.md) - API reference
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