WorkBoard is an internal work management system built on Frappe Framework.
WorkBoard – Internal Work Management for the Frappe Framework
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## Overview
**WorkBoard** is an internal task management application built on the **Frappe Framework**.
It provides a structured way to create, assign, and track tasks without unnecessary complexity.
WorkBoard is designed to support both routine and event-based work, making it suitable for day-to-day operations and process automation.
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You can refer to the following [YouTube video](https://youtu.be/_GOTp1-YgYY?si=b1uWGAWhmISpVVgh) for the quick tour of the features.
## Features
### Task Management
- **Direct Task Assignment** – Assign tasks from one user to another with clear ownership.
- **Time-Based Tasks** – Set time limits in minutes for tasks that need to be completed within hours, not days.
- **Two-Step Approval Workflow** – Tasks can be marked as "Done" by the assignee and then "Completed" by the assigner for quality control.
- **Optional Checklists** – Tasks can include checklists, ensuring they are only marked complete once all items are done.
- **Timeliness Tracking** – Automatically classify tasks as "On Time" or "Late" based on due dates or time limits.
### Automation & Rules
- **Recurring Task Rules** – Create recurring tasks with multiple frequencies:
- Daily
- Weekly
- Fortnightly (bi-weekly - runs on weeks 1 and 3 of each month)
- Monthly
- Quarterly (runs in January, April, July, and October)
- Yearly
- **Event-Triggered Tasks** – Generate tasks automatically based on system events using `safe_eval` conditions.
- **Automatic Administrator Assignment** – Recurring and event-based tasks automatically assign from "Administrator" for system-generated tasks.
### Permissions & Settings
- **WorkBoard Settings** – Global configuration for task completion permissions:
- Control whether only assignees can mark tasks complete
- Define a Workboard Admin Role that can bypass all restrictions
- **Flexible Permissions** – Assigners can optionally mark tasks complete based on settings.
### Dashboard & Insights
- **Personalized Dashboard** – Each user sees only their own tasks:
- **My Open Tasks** – Count of tasks assigned to you that are still open
- **My Overdue Tasks** – Tasks past their due date
- **My Tasks Due Today** – Tasks due today
- **My Today's Tasks** – Tasks created today
- **My Completed Today** – Tasks you completed today
- **Tasks Awaiting My Approval** – Manual tasks marked "Done" by assignees waiting for your approval
- **Historical Trends** – View "Tasks Created vs Completed" chart over time.
- **Quick Lists** – Direct access to:
- Open Tasks assigned to you
- Overdue Tasks assigned to you
- Tasks Awaiting Approval (tasks marked "Done" by your team members)
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## Screenshot
### WorkBoard Dashboard
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## Installation
```bash
# Get the app
bench get-app https://github.com/bhavesh95863/workboard
# Install on your site
bench --site yoursite install-app workboard
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## Configuration
### WorkBoard Settings
Navigate to **WorkBoard Settings** to configure global task management behavior:
1. **Only Assignee Can Complete** – When enabled, only the person assigned to a task can mark it complete. When disabled, the assigner can also mark tasks complete.
2. **Workboard Admin Role** – Select a role (e.g., "Workboard Admin") that can bypass all completion restrictions and manage any task.
### Creating a Workboard Admin
1. Create a new role: **Workboard Admin**
2. Set this role in WorkBoard Settings
3. Assign this role to users who need full task management access
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## Usage
### Creating Manual Tasks
1. Go to **WB Task** from the WorkBoard workspace
2. Fill in:
- **Assign To** – User who will complete the task
- **Assign From** – User assigning the task (defaults to you)
- **Title** & **Description**
- **Due Date** – When the task should be completed
- **Depends on Time** (optional) – Enable for time-sensitive tasks:
- Set **Time Limit in Minutes** for tasks due within hours
- System calculates **End Datetime** automatically
- **Checklist** (optional) – Add checklist items for multi-step tasks
3. Save to create the task
### Two-Step Approval Workflow
For tasks requiring quality control:
1. **Assignee** completes the work and clicks **Mark Done**
2. **Assigner** receives notification via "Tasks Awaiting My Approval"
3. **Assigner** reviews the work and clicks **Mark Completed**
*Note: This workflow applies to manual tasks. Configure in WorkBoard Settings.*
### Creating Recurring Tasks
1. Go to **WB Task Rule** from the WorkBoard workspace
2. Set:
- **Task Type** = Recurring
- **Frequency** – Daily, Weekly, Fortnightly, Monthly, Quarterly, or Yearly
- **Title Template** – Use `{date}` placeholder for dynamic dates
- **Assign To** – User who will receive the recurring tasks
- **Depends on Time** (optional) – For recurring tasks with hourly deadlines
3. Enable the rule – Tasks will be created automatically by the scheduler
### Creating Event-Based Tasks
1. Go to **WB Task Rule** from the WorkBoard workspace
2. Set:
- **Task Type** = Event
- **Document Type** – DocType to monitor (e.g., "Sales Order")
- **Event** – When to trigger (After Insert, On Update, etc.)
- **Condition** – Python expression using `safe_eval` (e.g., `doc.status == "Pending"`)
- **Offset Days** (optional) – Create task X days after the event
3. Enable the rule – Tasks will be created when events occur
### Dashboard Usage
Your personalized dashboard shows:
- **Number Cards** – Quick counts of your tasks by status
- **Tasks Awaiting My Approval** – Click to review and complete tasks marked "Done"
- **Quick Lists** – Direct access to open and overdue tasks
- **Chart** – Historical view of task creation vs completion trends
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## License
This app is licensed under AGPLv3.