Origami’s Collaboration with Team Members

Task Assignments and Progress Monitoring

Task Assignment

In the system, tasks can be assigned to users via a dedicated user field. When a task is created and assigned, the respective user will receive notifications and email alerts, ensuring they are informed about their responsibilities.

Progress Monitoring

  • Each task includes a progress bar that visually represents its status.
  • As the task status changes, the progress bar updates accordingly.
  • The progress bar can be configured through the View Settings, where a single selection field (e.g., “Status”) defines how progress is tracked.

Task Tracking and Visualization

  • Tasks can be monitored using widgets, which can display data in graphs or tables.
  • Widgets can be embedded into dashboard pages or within specific instances of an entity using the visual editor.

Kanban View

Setting Up the Kanban View

  • The Kanban view can be enabled via View Settings.
  • A single selection field (e.g., “Status”) determines the columns in the Kanban board.
  • Tasks appear in their respective columns and can be dragged between columns to update their status automatically.

Communication Within Tasks

In-Task Conversations

  • Users can communicate within a task for updates, clarifications, or collaboration.
  • A repeatable group with:
    • Text fields for messages
    • A user field to indicate who sent each message
    • A timestamp for tracking the conversation history.

Real-Time Collaboration

Simultaneous Editing

  • Multiple users can edit the same task at the same time.
  • The system displays which users are active on specific fields to avoid conflicts.
  • Changes are prevented from overlapping, reducing errors and inconsistencies.

Approval-Based Editing

  • Users can request permission to edit specific fields if needed.
  • This is done via the “Suggest Amend” action in the workflow settings.
  • Upon submission, a manager receives an email with the request.
  • Clicking the provided link redirects the manager to the instance where they can approve the change before it is applied.