botbook/src/chapter-04-gbui/apps/tasks.md
Rodrigo Rodriguez (Pragmatismo) 49eb6696ea Reorganize chapters and add admin/user views documentation
Chapter renames:
- chapter-09-api -> chapter-09-tools (LLM Tools)
- chapter-10-api -> chapter-10-rest (REST Endpoints)

New documentation:
- chapter-04-gbui/admin-user-views.md: Complete guide to User vs Admin interfaces
  - User Settings (/api/user/*): profile, security, notifications, storage
  - Admin Panel (/api/admin/*): users, groups, bots, DNS, audit
  - Permission levels: guest, user, manager, admin
  - Desktop sync considerations

Updated:
- Drive app docs with sync feature (rclone, desktop-only)
- All cross-references to renamed chapters
- SUMMARY.md with new structure and admin-user-views entry
2025-12-05 06:50:56 -03:00

5.2 KiB

Tasks - To-Do Management

Track what needs to be done

Tasks Interface Screen

Overview

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.


Features

Adding Tasks

Quick Add:

  1. Type task description in the input box
  2. Press Enter or click + Add

With Details:

  1. Type task description
  2. Select a category (optional)
  3. Pick a due date (optional)
  4. Click + Add

Priority Levels

Priority Icon When to Use
High 🔴 Must do today
Medium 🟡 Important but not urgent
Low 🟢 Can wait
None No deadline

Categories

Category Icon
Work 💼
Personal 🏠
Shopping 🛒
Health ❤️
Custom 🏷️

Filter Tabs

Tab Shows
All All tasks
Active Uncompleted tasks
Completed Done tasks
Priority High priority only

Keyboard Shortcuts

Shortcut Action
Enter Add task (when in input)
Space Toggle task completion
Delete Remove selected task
Tab Move to next field
Escape Cancel editing
/ Navigate tasks

Creating Tasks from Chat

Create a task to review the budget by Friday

10:30

Task created:

📋 Review the budget

📅 Due: Friday, March 22

🏷️ Category: Work

10:30

Managing Tasks via Chat

What tasks do I have today?

09:00

📋 Today's Tasks (3 active):

🔴 Review quarterly report

🟡 Call client about proposal

🟢 Update project documentation

09:00

Mark the quarterly report as done

11:45

Task completed:

📋 Review quarterly report

You have 2 tasks remaining today.

11:45

Setting Reminders

Remind me to call John tomorrow at 3pm

14:20

Task created with reminder:

📋 Call John

📅 Tomorrow at 3:00 PM

🔔 Reminder set for 2:55 PM

14:20

API Endpoints

Endpoint Method Description
/api/tasks GET List all tasks
/api/tasks POST Create new task
/api/tasks/:id GET Get single task
/api/tasks/:id PATCH Update task
/api/tasks/:id DELETE Delete task
/api/tasks/stats GET Get task statistics

Query Parameters

Parameter Values Default
filter all, active, completed, priority all
category work, personal, shopping, health none
sort created, dueDate, priority, text created
order asc, desc desc

Request Body (Create/Update)

{
    "text": "Review quarterly report",
    "category": "work",
    "dueDate": "2024-03-20",
    "priority": "high",
    "completed": false
}

Response Format

{
    "id": 123,
    "text": "Review quarterly report",
    "category": "work",
    "dueDate": "2024-03-20",
    "priority": "high",
    "completed": false,
    "createdAt": "2024-03-18T10:30:00Z",
    "updatedAt": "2024-03-18T10:30:00Z"
}

Integration with Calendar

Tasks with due dates automatically appear in your Calendar view, helping you visualize your workload across days and weeks.


Troubleshooting

Tasks Not Saving

  1. Check network connection
  2. Verify API endpoint is accessible
  3. Check browser console for errors
  4. Try refreshing the page

Filters Not Working

  1. Click the filter tab again
  2. Check if tasks exist for that filter
  3. Clear browser cache

Stats Not Updating

  1. Reload the page
  2. Check for JavaScript errors in console

See Also