Create and edit Task
Task form for title, description, Type, State, Priority, due date, Owner, Collaborators and linked record.
/admin/tasksFuture Spec 12 →Current-state summary
New Task opens a modal with Title, Description, Type, State, Priority, Due date, Owner, Link type and Collaborators. Type options are alphabetized and include Approval, Call, Designer matching, Document review, Email, Follow-up, General, Meeting, Proposal and Site visit. Link type supports only Designer, Project and Project Opportunity. Critically, selecting Edit on an existing row opens the same Create task modal with blank/default fields and the heading Create task instead of loading the selected Task.
Interface inventory
Anatomy and verified behavior
Verification states separate observed behavior from requirements or assumptions.
| Element | Current behavior | Verification |
|---|---|---|
| Identity and outcome | Title and Description; no visible Task ID, expected outcome, completion requirement or detail route. | Verified live |
| Classification | Alphabetized Type list, State Open by default and Priority Medium by default. | Verified live |
| Assignment | One Owner plus Sarah Chen, Victoria Admin and Olivia James as Collaborators. | Verified live |
| Timing | One date-only Due date; no start, time, estimate, duration, recurrence or reminder. | Verified live |
| Task Link | Designer, Project or Project Opportunity; selected type reveals a record picker. | Verified live |
| Edit behavior | Existing Task Edit opens blank/default Create task state and does not identify or populate the selected Task. | Critical defect verified without saving |
User journeys
Current flows
Create Task
- Open New Task
- Describe work
- Choose Type, State and Priority
- Assign Owner and Collaborators
- Set due timing
- Link canonical context
- Save
Edit Task
- Select row Edit
- Load exact Task ID and current version
- Change permitted fields
- Review downstream impact
- Save and write Activity
State model
Current and expected states
Defaults General, Open, Medium and Brad Mitchell.
Record picker appears after Link type selection.
Not exercised.
Incorrectly indistinguishable from blank creation.
Not represented.
Product rules
Non-negotiable boundaries
- Create and Edit are explicit modes with distinct headings and commands.
- Edit loads the selected immutable Task ID and current version before changes.
- A Task has one Owner and zero or more Collaborators.
- Task Link uses typed canonical relationships and supports all operational contexts defined by Spec 12.
- State changes, reassignment and due-date changes write Activity and trigger configured notifications.
Known current limitations · 4 mapped
What is missing, broken or unverified
Future Spec 12 owns closure →- Edit is unsafe and cannot be considered functional.
- Link types omit Client, Provider, Application, Project Phase, Provider Job, Work Order, Item and other work contexts.
- No checklist, dependency, recurrence, evidence, follower, Team, visibility, estimate or Time Entry controls.
- No Task ID or Activity is visible.
Future alignment
Required evolution
- 01Fix Edit before enabling updates.
- 02Implement the complete Task editor and Task Profile from Spec 12.
- 03Expand typed links and permission-aware record search.
- 04Add dependencies, checklists, recurrence, completion evidence, reminders, Calendar and Time Entries.
Current baseline
Acceptance record
- Create fields and option lists are recorded.
- The Edit defect is a release blocker and not softened as incomplete evidence.
- No Task was created or modified during review.
- Owner identity resolves consistently between grid, form and saved record.
Reverse-spec completeness
Documentation coverage
The interface is still changing, so visual evidence and repository tracing remain intentionally incomplete.
Purpose and user outcome
DocumentedRoles and access
DocumentedRoutes and entry points
DocumentedPage and component anatomy
DocumentedFields and displayed data
DocumentedPrimary actions
DocumentedForms and validation
DocumentedStates and transitions
DocumentedEmpty, loading and error states
DocumentedResponsive behavior
PartialAccessibility behavior
PartialActivity and audit events
PartialData sources and persistence
DocumentedNotifications and automation
PartialKnown defects and limitations
DocumentedReusable component dependencies
DocumentedFuture-spec conflicts
PartialVisual and repository evidence
DeferredAcceptance of current baseline
Documented