Discourse as internal task manager

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In a discussion titled “Discourse as internal task manager,” mittals24 shares how their team uses Discourse for task management, including categories, task assignment, and a personal “snooze” feature (currently limited to admins). They request enhancements such as a “Done” button that reassigns topics to the original poster with a “review” tag, snooze with future unhide dates, a “completed” button for OPs, bulk snooze for all users, and keyboard shortcuts. tobiaseigen suggests reviewing Using discourse as ticket system, so no balls are dropped :woman_juggling: and highlights the usefulness of the weekly assigned email digest. codinghorror points out that the recent bookmarking feature may already address the snooze need. jord8on expresses excitement upon discovering the feature and asks how to enable it, to which tobiaseigen replies that it’s part of core, currently being tested on Meta, and will soon be available to all users via Improved bookmarks with reminders. jord8on thanks them, calling the feature “AMAAAZING!”

1

There are many topics here on meta on how different folks use discourse as internal task manager. I loved the potential and have migrated our team to it.

Here is how we are using it so far:

  • We have categories (and sub-categories) for teams/functions inside our company
  • Tasks (aka topics) are created and assigned to colleagues.
  • I (admin/moderator) can “snooze” my personal tasks like gmail by closing topics temporarily. Other users can’t use this snooze though.
  • Added a top navigation link to “Assigned” tasks which is /latest?status=open&&assigned=me

I would love to have this additional functionality to make it a dream task manager:

  • A mark “Done” functionality that assigns the topic back to OP and probably adds a tag “review”. A single step would be nice.
  • A snooze button that can hide the task from a “Assigned” list till a future date/time. And unhide it at appropriate time.
  • A completed button for the OP to tag the task as completed. This will hide the task from assigned list.
  • Snooze should be available to all internal users and also available as a bulk option in the Assigned list.
  • Keyboard shortcuts for the new functionality.

Any suggestions on how we could do this with existing core/plugin functionality? Tickets plugin seems to be overkill and still does not give Snooze.

2

You may want to take a look at Using discourse as ticket system, so no balls are dropped :woman_juggling:. Even without installing the tickets plugin you can get pretty far with discourse core features.

My fave is the weekly assigned email, with my 3 newest and 3 oldest assigned topics. So handy!

3

I think you missed the recent change to bookmarks? Try bookmarking this post, for example..

6

I just noticed this feature on Meta!! So cool! How do I get this on my instance? is if from a plugin?

7

It’s part of core but still being tested here. Will be available to everyone soon, I hope.

8

Thanks for the link! Don’t know how I missed this. AMAAAAZING!