Employee Task Management & Reassignment

Employee Task Management & Reassignment

A centralized dashboard to filter, view, and reassign employee tasks across different business modules to efficiently manage workloads and ensure tasks are completed on time.

Functional Requirements

1. Search & Filter Bar

The top section of the module allows users to narrow down task lists using the following parameters:

• Emp Name: A multi-select dropdown to filter by one or more employees.
• Date Range: "Date From" and "Date To" selectors to view tasks within a specific timeframe.
• Task Status (Radio Buttons): Toggle between Pending Task and All Task.
• Party Details: * Party Type: Dropdown to select the category of the party.
• Party Name: Multi-select dropdown to filter by specific clients or parties.
• Module Filter (Radio Buttons): Ability to filter tasks based on business units: AMC, Installation, Complaint, or Lead.

2. Task Management Table

The results should be displayed in a grid with the following columns:

1. Emp: Displays the assigned employee (includes a dropdown for reassignment).
2. Task: Description or ID of the specific task.
3. Party: The name of the client or entity associated with the task.
4. Address: The location/site details for the task.
5. Date From: The scheduled start date (Marked as Editable).
6. Date To: The scheduled end date (Marked as Editable).
7. Status: Current progress of the task.

3. Core Logic: Task Reassignment

• Inline Editing: The "Emp" column must feature a dropdown selector within the table row.
• Transfer Action: Users must be able to change the assigned employee directly from the table.
• Constraint: Per the note in the diagram, the system must allow a user to change a task from one employee to another employee seamlessly.