ICONK OS
Back to Documentation

Workspace

Draft

Team productivity: projects, tasks, calendar events, and documents.

Goal

This guide explains how to use the Workspace module in ICONK OS for team productivity. It covers projects, tasks, calendar events, and document management.

Target Audience

Team members and project managers who use ICONK OS for task management, project tracking, scheduling, and document organization.

What You Can Do

  • Create and manage projects
  • Create, assign, and track tasks
  • Add comments to tasks
  • Create and view calendar events
  • Organize documents in folders
  • Collaborate on projects with team members

What You Should Not Expect Yet

  • Advanced project management features (Gantt charts, dependencies, critical path)
  • Time tracking on tasks
  • Automated task assignment rules
  • Document versioning or collaborative editing
  • Integration with external project management tools
  • Advanced reporting on project progress

Step-by-Step Workflows

Creating a Project

  1. Navigate to Workspace from the sidebar.
  2. Go to the Projects section.
  3. Click to create a new project.
  4. Enter the project name and description.
  5. Set start and end dates if applicable.
  6. Add team members to the project.
  7. Save the project.

Managing Projects

  • View projects: See all projects you have access to.
  • Project detail: Open a project to see its tasks and members.
  • Edit a project: Update project details, dates, or team members.

Creating Tasks

  1. Navigate to Tasks from the Workspace module.
  2. Click to create a new task.
  3. Enter the task title and description.
  4. Optionally assign the task to a team member.
  5. Set a priority level (e.g., Low, Medium, High).
  6. Set a due date if applicable.
  7. Optionally link the task to a project.
  8. Save the task.

Managing Tasks

  • View tasks: See all tasks with filters for project, assignee, status, and priority.
  • My Tasks: Filter to see only tasks assigned to you.
  • Update a task: Change status, priority, assignee, or due date.
  • Task status: Tasks can be marked as open, in progress, or completed.
  • Task comments: Add comments to a task for discussion and updates.

Adding Comments to Tasks

  1. Open a task from the task list.
  2. Scroll to the comments section.
  3. Type your comment.
  4. Submit the comment. It appears in the task's comment history.

Using the Calendar

  1. Navigate to Calendar from the Workspace module.
  2. View calendar events in a calendar layout.
  3. Filter by date range.
  4. Create new calendar events:
    • Enter the event title and description.
    • Set the event type (e.g., Meeting, Deadline, Reminder).
    • Set the start and end times.
    • Mark as all-day if applicable.
    • Add attendees if needed.
  5. Save the event.

Managing Documents

  1. Navigate to Docs from the Workspace module.
  2. View document folders and files.
  3. Create folders to organize documents.
  4. Upload or create document records.
  5. View document details including file type and size.

Permissions and Access

Access to Workspace features depends on your role:

  • Using Workspace requires workspace access permission.
  • Project and task visibility may be limited to projects you are a member of.
  • Document access follows folder-level visibility rules.

If you cannot see the Workspace module or certain actions are unavailable, contact your company administrator to review your role permissions.

Known Limitations

  • Task and project visibility rules are still being refined. Some tasks may be visible beyond intended project membership.
  • The workspace uses a broad access permission; finer-grained project and task membership rules are still future work.
  • Task filtering and project membership enforcement may not be complete in all cases.

MISSING Items

  • Gantt charts and task dependencies.
  • Time tracking on tasks.
  • Automated task assignment and reminders.
  • Document versioning.
  • Project progress dashboards.

UNCERTAIN Items

  • Whether task visibility is strictly limited to project members.
  • How document folder permissions work (whether they follow project membership or have separate rules).
  • Whether calendar event attendees receive notifications.

Troubleshooting

| Problem | Possible Cause | What to Try | |---------|---------------|-------------| | Cannot see Workspace module | Missing workspace permission | Contact your administrator | | Task not appearing | Task may be assigned to a project you cannot access | Check project membership | | Cannot edit a task | Task may be completed or you may lack permission | Check task status and your role | | Calendar events not showing | Date filter may be too narrow | Adjust the date range | | Document not accessible | Document may be in a restricted folder | Contact the folder owner or administrator |

All Guides