Workflow & Tasks

The Workflow module provides a lightweight task management system for coordinating internal work across your team — photography, conservation follow-ups, data quality reviews, and more.

Task List

Navigate to Operations > Tasks to see all tasks. Filter by:

• Status: Open, In Progress, Completed.
• Priority: Tasks are sorted by priority (High → Low) and then by due date.
• Assigned To: View tasks for a specific staff member.
• Linked Object Type: Filter to tasks associated with a specific module (e.g., Items, Accessions).

Creating a Task

1. Click New Task.
2. Enter a Title and optional Description.
3. Set the Priority and Due Date.
4. Assign it to a Staff Member.
5. Optionally link the task to a specific object in the system (e.g., a particular Item or Accession).
6. Click Save.

The assigned staff member receives an email notification automatically.

Task Detail

Open a task to view its full detail, add comments, and update the status. All comments are visible to all users with access to the task.

Asset Review

When a digital asset (image, document) is uploaded and flagged for review, it appears in the Asset Review queue. Reviewers can:

• Approve the asset, making it active and attachable to records.
• Reject the asset, returning it for re-upload or removal.

Access the queue via Operations > Tasks > Asset Review.

Permissions Required

Tasks use a museum-level access model — any authenticated user with access to the museum can view and create tasks. No additional permissions are required beyond general login.