Docs

Task-Tracked Attributes

How required event attributes become project-management tasks, and how filled values get reviewed.

Some of an event's data is not just nice to have, it has to be collected before the event can run. Task-tracked attributes turn that requirement into work. When an attribute is marked task-tracked, an unanswered field becomes a task in project management, so the gap shows up in the same place as the rest of the team's work instead of being something someone has to remember to chase.

This is the same idea advancing already uses, where unanswered questions surface as tasks. Event attributes apply it to the event's own profile.

How a Task-Tracked Attribute Becomes a Task

Task tracking is turned on per assignment when an org admin builds an event type. In the type editor, each assigned attribute has a Task-tracked flag, and turning it on means that attribute generates a task on every event of that type. Configuring this is covered in Configuring Event Attributes.

On an event of that type, the tracked attributes appear as tasks in project management, grouped under the event's profile and source-tagged so it is clear they come from the event's attributes rather than from an advance. Because they are ordinary tasks, you set their assignee, reviewer, and due date in the task panel just like any other task, and a template can prefill those for you.

Filling and Completing

A person assigned a task-tracked attribute sees it in their own task list on the event dashboard. Selecting the task takes them straight to the matching field in the event profile, expanding its section so they can fill the value in place. There is no separate form to find.

Filling the value advances the task. Each field shows its status inline on the profile, moving from To do to Done as it is completed. Empty required fields are flagged until they are filled.

Reviewing a Value

When an assignment also has the Review flag on, a filled value is not finished until a reviewer approves it. Instead of going straight to Done, the field moves to In review, and a reviewer can approve the value directly from the event profile. Once approved, the field shows as Done.

Review is only available on attributes that are task-tracked, since the review approves the generated task.

Task-tracked attributes reuse the project-management task system, so everything you already know about assignees, reviewers, due dates, and statuses applies here too.

When the Type Changes

If an event's type changes, or an admin turns off task-tracking for an attribute, the tasks for attributes that no longer apply are set aside rather than lost. If the event switches back to a type that includes them, the tasks return. When an attribute or section is removed from a type entirely, its tracking tasks are deleted across the events that used it.