A project can have several boards, one per team. The statuses of these boards are connected by links. When a task reaches "Ready for testing" on the development board, it appears by itself in "Testing" on the QA board. Nobody moves it by hand or posts "handed over" in a chat.
All boards, statuses and links of a project are visible on one canvas. A link is drawn with the mouse from status to status, like an arrow in a graphics editor. A large process can be arranged into groups: "Development", "Sales", "Support".
How to set it up
1
Create a board for each team, each with its own statuses.
2
Open the project's process canvas and drag a link from a status on one board to a status on another.
3
If the task should change assignee on the way, set it right on the link: for example, moving to review hands the task to the team lead.
4
Add status automations where you need rules: a tag, a deadline, a timer, a condition check before leaving.
What else works with processes
Status automations
On entering a column, a task gets an assignee, tags, a priority, a deadline or a running timer. Entry conditions won't let it in without an assignee, a checklist or required fields, and exit conditions won't let it out without logged time. Available on the Business plan.
Blockers
"Impediment" and "Stop" right on the card: you can see the task is stuck and why, and the assignee is notified immediately.
Task chains
Next and parallel tasks: the board shows who is waiting for whom and the step number in the chain.
Who it's for
A good fit if
several teams take part in the work and tasks pass between them;
the process changes, and a team lead rather than a programmer should be able to adjust it;
a manager needs to see the whole path of a task, not just one board.
You can do without it if
the team is small and works on a single board: start with it, processes will connect when you need them;
you need formal BPM with regulations and signatures: Taska is about the live work of teams, not document management.
Frequently asked questions
Do I need an administrator to set up a process?
No. Board links and automations are set up with the mouse by whoever runs the process: a team lead, a department head, a product manager.
How is this different from automations in other trackers?
In most trackers a rule lives inside a single board. In Taska, statuses of different boards are connected and the whole process is visible on one canvas, so it is clear where a task goes next.
What if teams work in different projects?
That is what connectors are for: they pass tasks between projects without opening each team's project to the others.
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