Tasks — Overview¶

Tasks (internal to-dos and follow-ups) are managed in calServer V2 through the Notepad module. As in calServer V1 (FrontendNotepad), tasks and maintenance reminders share one data foundation (the notepad table) and are told apart by a type:

Type (`entry_type`)	Meaning
`task`	Task / follow-up – an assignable to-do with a due date, status and calendar slot. Not linked to a repair.
`maintenance_reminder`	Maintenance reminder – a note linked to a repair (field `repair_id`/`RTAG`). See Maintenance overview.

The type is derived automatically from the repair link: without a repair link the entry is a task, with a repair link it is a maintenance reminder.

Description¶

The tasks module provides centralized task management for the team. Tasks can be created, assigned to a user or a group, given a status and a due date, and tracked in a calendar view. A task can optionally be linked to an inventory item, a customer or a contact.

Feature Set in V2¶

Feature	Description
Task list	Overview of all tasks with filters (status, assignee, type, full text) and sorting by due date
Create task	New task with content, due date, status and assignment
Status handling	Status transitions via the status system (status type `notepad`), incl. mandatory-field and follow-up logic
Assignment	Assignment to an assignee (`assigned_to`), a group (`assigned_to_group`) and additional recipients (`additional_recipients`)
Calendar view	Monthly calendar with drag-and-drop rescheduling and multi-inventory creation
Links	Reference to inventory (`inventory_id`), customer (`customer_id`), contact (`contact_id`) and repair (`repair_id`)
Attachments	File attachments per task

API Endpoints¶

Tasks are managed as a first-class resource via the NotepadController:

GET    /api/v2/notepads                     # List (filter: filter[type]=task)
GET    /api/v2/notepads/{id}                # Single item
POST   /api/v2/notepads                     # Create
PUT    /api/v2/notepads/{id}                # Update
DELETE /api/v2/notepads/{id}                # Delete
GET    /api/v2/notepads/calendar            # Calendar view
GET    /api/v2/inventories/{mtag}/notepads  # Tasks of an item
GET    /api/v2/customers/{ktag}/notepads    # Tasks of a customer

filter[type]=task returns only tasks (without a repair link); filter[type]=maintenance_reminder returns only maintenance reminders.

Relationship to the Notebook¶

The Notebook is not a separate data foundation but a filtered view of the same notepad entries in the context of an inventory item. A free-form note is technically a task without assignment and without a due date.

Permissions¶

Permission	Description
`notepad_view`	Read tasks
`notepad_edit`	Create and edit tasks
`notepad_delete`	Delete tasks
`notepad_global`	See all tasks — without it, only tasks a user created, is assigned to (directly or via group) or is listed as an additional recipient of are visible (V1 behaviour)

E-Mail Notification¶

When the e-mail notification option (send_email) is active on create or update, the linked contact (falling back to the customer via the configured customer e-mail field), the assigned user and the additional recipients are notified by e-mail (templates task_create / task_update). Updates only trigger an e-mail when something actually changed.