R&D Task Management

The AngusTester Task Management module provides a full lifecycle task management solution, supporting end-to-end control from creation to execution and analysis. The workflow is divided into four parts: view management, task operations, association management, and interaction tracking.

⚠️ Important Note

Current tasks are essentially Iteration Backlogs, primarily offering enriched views for iteration backlogs.

1. Views and Statistics

1. Switching Task Views

Description: Flexibly switch task display formats based on scenario requirements.
Steps:

1. In Task Management, click the "View Switch" icon in the upper-right corner.
   
2. Select a view mode:
   • List View: Best for batch operations
   • Tile View (default): Intuitively displays key fields
   • Kanban View: Tracks status transitions
   • Gantt View: Analyzes task dependencies
     ⚠️ The browser automatically remembers the last used view.

2. Viewing Real-Time Analytics

Description: Monitor key task metrics on the dashboard.
Steps:

1. In Task Management, toggle the "Statistics View" switch in the upper-right corner.
   
2. View core metrics:
   • Progress chart (by member distribution)
   • Defect distribution chart
   • Throughput trend line

2. Core Task Operations

1. Creating a Task

Description: Define the basic attributes of a new task.
Steps:

1. In Task Management, click "Add Task."
   
2. Fill in required fields:
   • Task type (Development/Testing/Requirement)
   • Priority (Lowest to Highest)
   • Assignee (supports multi-selection)
   • Iteration (must be created first)

2. Bulk Importing Tasks

Description: Create tasks in bulk using an Excel template.
Steps:

1. In Task Management → Add Task, select "Import Tasks" from the dropdown.
   
2. Download the template, fill it out, and upload:
   • File size ≤ 20MB
   • For duplicate tasks, choose to overwrite or skip.
     ❗ After importing, verify field mappings.

3. Status Transition Operations

Description: Drive the task lifecycle forward.
Steps:

• Start Processing:
  1. Click "Start Processing" on a Pending task.
  2. Status changes to In Progress.
• Mark as Processed:
  1. Click "Processed" on an In Progress task.
  2. Automatically moves to Pending Confirmation or Completed.
• Confirm Completion:
  1. Click "Confirm Completion" on a Pending Confirmation task.
  2. Status changes to Completed, and pass rate is recorded.
• Cancel Task:
  1. Click "Cancel" on any status.
  2. Status changes to Canceled, and progress is cleared.

3. Task Association Management

1. Subtask Management

Description: Break down complex tasks into executable units.
Steps:

• Create Subtask:
  1. In Task Details → Subtasks, click "Add Subtask."
  2. Set: Title/Assignee/Priority.
• Associate Subtask:
  1. Click "Associate Subtask."
  2. Select an existing task to establish a link.
     ⚠️ Parent task progress is automatically calculated (based on completed subtask ratio).

2. Test Case Association

Description: Bind test cases for requirement validation.
Steps:

1. In Task Details → Associated Cases, click "Associate Case."
2. Filter target cases by module/tag.
3. Confirm to establish a bidirectional link.
   ❗ Only cases in Design status can be associated.

3. Task Dependency Management

Description: Establish predecessor/successor relationships between tasks.
Steps:

1. In Task Details → Associated Tasks, click "Associate Task."
2. Set association type:
   • Predecessor Task (must be completed first)
   • Successor Task (triggered afterward)
     ⚠️ Tasks with incomplete predecessors cannot be started.

4. Interaction and Tracking Management

1. Adding Notes

Description: Record key process information.
Steps:

1. In Task Details → Notes, enter content.
2. Click "Save" to generate a timestamped record.
   Supports @mentions to trigger notifications.

2. Comment Interaction

Description: Initiate task-related discussions.
Steps:

1. In Task Details → Comments, enter content.
2. Click "Post" to create a main comment.
3. Reply to comments: Click "Reply" for threaded discussions.
   ❗ Deleting comments requires admin privileges.

3. Activity Tracking

Description: Audit the full lifecycle trail of a task.
Steps:

1. In Task Details → Activity, view the timeline.
2. Includes event types:
   • Status changes (with old/new values)
   • Field modifications (differences highlighted)
   • Relationship changes

5. Advanced Operations

1. Task Splitting

Description: Decouple large R&D tasks.
Steps:

1. Click "Split" on the target task.
2. Set attributes for the new task:
   • By default, linked as a subtask
   • Can be unlinked to exist independently
     ⚠️ Original task progress resets to 0%.

2. Link Sharing

Description: Quickly share task context.
Steps:

1. Click "Copy Link" on the task card.
2. Generates a URL with permission validation.
   ❗ Requires system login for access.