Applies to app version 2026.02 onwards
Task Categories and types help service requests be as precise as possible for the operations team to tackle them efficiently. Task Categories are the starting point to set up Task Management in IBSS for your organisation.
Start by defining main categories for tasks per space type. After task categories are set up, the next step is creating task types. View more details here: Tasks > Types page in Operations.
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All pages and actions within IBSS apps are security controlled.
Permissions required for the task functionality:
| Page Access | Base Permission |
|---|---|
| To access Tasks > List View page |
ONELENS360.OperationalServices.Tasks DATAMODEL.Tasks.Read to load the list |
| To access the Tasks Categories page | ADMINPORTAL.PortfolioSetup.TaskCategories |
| To access the Tasks Types page | ADMINPORTAL.PortfolioSetup.TaskTypes |
| To work with tasks | API.Tasks.V2 |
| Action (button) | Rights needed beyond the base set |
|---|---|
| Add (Create Task) |
DATAMODEL.Tasks.Create ADMINPORTAL.PortfolioSetup.TaskCategories TaskStates TaskTypes |
| Edit (click a row) | DATAMODEL.Tasks.Update |
| Assign (Assign-user dialog) | API.Tasks.Assign + DATAMODEL.Tasks.Update |
| Reallocate | API.Tasks.Reallocate + Update. Works only from Awaiting Re-allocation. |
| Un-Assign | API.Tasks.Unassign + Update |
| Change Priority | API.Tasks.ChangePriority + Update |
| Set In Progress | API.Tasks.SetInProgress + Update |
| Resolved | API.Tasks.Resolve + Update. The task must have an owner. |
| Cancel (soft delete) | API.Tasks.Cancel + Update |
| Message dialog | Update only |
| Export |
API.Tasks.Export Access to Background Processes page also needs ONELENS360.OperationalServices.Export |
| Remove images (Edit page) | DATAMODEL.Tasks.Delete |
On the Tasks > Categories page, you can control the existing task categories:
- Use filter options or search field to view specific task categories.
- Enable, Disable, or Delete the selected categories. Click the row checkbox of the needed task category to change its status or delete it.
- Click anywhere in the category row to edit the existing one.
- Add a new category.
Category name and ID are non-editable after they are created.
Creating a category
Depending on what's available in your building and what service your users can expect in a space as well as depending on what responsibilities do the maintenance teams have for the space, you can create task categories accordingly.
- On the Task Category page, click +ADD. An Add New Category popup opens.
- (required) Define Category Name that users will select when raising an issue with the space. The name cannot be changed after you save the category.
- (required) Select the Space Type to assign this Task Category to.
- (optional) Select the Resource Type that has been assigned to stores and referenced accordingly.
- (optional) Enable Category using the toggle.
- (optional) Select image to later support users visually when they create a task (currently reserved for future functionality).
- Click Save.
Your new category is now listed on the Tasks > Categories page for the selected building. If your have enabled it and added task types or at least an option to raise a free-form task, your users are now able to select this category from Workspace, Roamer X, or Unity.