How to move tasks in THAREJA
It’s simple to move tasks in THAREJA. Just perform these steps to move your tasks to a different status.
Duplicating a task in THAREJA
Note: Tasks can only be moved or duplicated by users who are assigned as collaborators, managers, or owners within the project where the task is located.
To duplicate a task, click on the kebab icon (3 dots) then choose Duplicate task.
You will get the notification saying the task has been successfully created with the new task key and you will now find it in the task list. The duplicate task will have the same details as that of the original one, it will just have the word "copied" at the end of the task name.
Cancelling a task in THAREJA
It's very easy to cancel the task, just click on the kebab icon (3 dots) and then choose Cancel task.
You’ll get the notification saying the Status updated successfully and you will see the task status as Cancelled now.
Taking a task In Progress
In Progress: When you are ready to start work on your task, you have to move your task in progress. Only the tasks under To-do or On Hold or Rejected status can be taken In Progress.
1. To move a task in progress, just open the task detail page and click the Start Task button given right next to the task name.
You’ll get the notification saying the Status updated successfully and you will see the task status as In Progress now.
Putting a task On Hold
On Hold: When a task is currently not being worked on in case you got something more important to work on, you can always put it on hold. To put a task on hold, it should have been under In Progress status first.
Open the task you wish to put on hold and just click theOn Hold button.
You’ll get the notification saying the Status updated successfully and you will see the task status as On Hold now.
Moving a task to QA Review
QA Review: Once you are done with your task and you wish to move it to QA Review. To put a task in QA Review, it should have been under In Progress status first.
Open the task you wish to move to QA Review and click the QA Review button.
You’ll get the notification saying the Status updated successfully and you will see the task status asQA Review now. Also, the task will be now assigned to the QA Lead of the project.
Moving a task to Client Review
Note: Once the QA Person has tested and verified a task done, it can be moved to Client Review. To move a task to Client Review, it should have been under QA Review status first.
Open the task you want to move to Client Review from QA Review and clickClient Review button.
Next, you will get the following popup to enter QA Feedback which will then be displayed on this task detail page. Just input the QA feedback and hit Save.
You’ll get the notification saying the Status updated successfully and you will see the task status has changed to Client Review now. Also, the QA Approved will be highlighted in the approvals section of the task.
Marking a task Completed
Note: Once the client has tested and verified a task, it can be marked Completed. To mark a task Completed, it should have been under Client Review status first.
Open the task you wish to mark as completed, now click theComplete Task button.
You’ll get the notification saying the Status updated successfully and you will see the task status as Completed now. Also, Client Approved will get highlighted in the approvals section.
Note: If you want to take your task back from QA Review or the QA person does not find it done. To Reject a task, it should have been either under QA Review or Client Review status first.
Open the task which is currently under QA Review and click on the Reject Task button.
Once you clicked on Reject Task you will be notified with Status Updated Successfully and also you will get an email.
Moving a task from the board view of a project
You can also move a task on the board view of a project. Go toProjects from the left side navigation and open a project by clicking on its name.
You will be redirected to the project page where you will see four different tabs showing that project data.
To move tasks onboard view, go to theBoard View tab. Here you will see all the tasks as tickets which are created in the project.
Here you can see different columns for different tasks status and to move tasks from one status to another, you simply need to drag a ticket and drop it in the column you want.
Please note a ticket can only be dropped inside a column based on its current status. You can not drop a ticket directly from To-do to Completed as it has to go through a proper task.