Task Placeholders

docu tools Service Team
docu tools Service Team
  • Updated

The provided placeholders supply task details information in the reports.

NOTE: The inclusion of all task related placeholders is structured within a section marked by an open and close tag format. The section starts with the opening tag {{tasks}}, followed by the addition of other task placeholders in the usual manner. To conclude, the section is terminated by the closing tag {{/tasks}}. It's important to note the presence of the additional / specifically in the closing tag and not in the opening tag.

The task area is located within the pins area, e.g.:

```

{{pins}}

...Pins placeholders...

{{tasks}}

...Tasks placeholders...

{{/tasks}}

{{/pins}}

```

Task details placeholders

  • {{tasks}} - Open the area for placeholders related to tasks.
  • {{/tasks}} - Closes the tasks area.
  • {{if-tasks}} and {{end-if-tasks}} - When placed outside the open and close task placeholders, these check if there are any tasks in the pin. Headlines are shown only if there is at least one active task following the condition.
  • {{task-number}} - Display the task number.
  • {{task-title}} - Provides the title of the task.
  • {{task-created-on}} - Displays the date and time when the task was created in the app.
  • {{task-created-by}} - Shows the name of the user who created the task.
  • {{task-creator-email}} - Provides the email address of the user who created the task.
  • {{task-created-notime}} - Displays only the date when the task was created.

Task status

  • {{task-status}} - Provides the current state of the task - open, rejected, done, closed, inactive. Learn more about task states here.
  • {{task-closed-on}} - If the task is closed, this shows the date it was closed. If it's open, it returns an empty value.
  • {{task-closed-by}} - If the task is closed, this placeholder provides the name of the user, who marked is as closed. If the task is still open, the placeholder returns an empty value.
  • {{task-marked-as-done-on}} - If the task has the sub-status done, this placeholder provides the date and time it was marked as done.
  • {{task-marked-as-done-on-notime}} - Returns only the date on which a task was marked as done.
  • {{task-marked-as-done-by}} - Displays the name of the user who marked a task as done.

Task due date

  • {{task-due-date}} - If the task has a due date, it will be displayd with date and time.
  • {{task-due-date-notime}} - Returns only the due date without the time.
  • ((task-due-date-history}} - Shows previous due dates, if available.

Task assignee

  • {{task-assignee}} - Displays the name of the user, contact or the team to whom the task is assigned.
  • {{task-assignee-company}} - Provides the company name of the user, that is assignet to the task.
  • {{task-assignee-email}} - Returns the email address fo the task assignee.
  • {{task-assignee-city}} - Displays the city of the task assignee.
  • {{task-assignee-zip}} - Returns information for the ZIP code of the task assignee.
  • {{task-assignee-address}} - Rerutns the address (Street and Number) of the task assignee.
  • {{task-assignee-country}} - Displays the country code (AT, DE) of the task assignee.
  • {{task-assignee-number}} - Returns the phone numbers of the task assignee.

Task comments

NOTE: The task comments are different than the pin notes. These placeholders will only provide comments and pictures that were added in the task details view. All placeholders related to the task comments are again positioned within the comments area, with the exception of the {{pin-task-comments}} placeholder. The correct syntax looks like this:

```

{{pins}}

... pins placeholders ...

{{tasks}}

... tasks placeholders ...

{{comments}}

... task comments placeholders ...

{{/comments}}

{{pin-task-comments}} //Outside of the comments area.

{{/tasks}}

{{/pins}}

```

  • {{comments}} - Open the task comments area.
  • {{/comments}} - Close the task comments area.
  • {{comment-author}} - Provide the name of the user who posted the comment.
  • {{comment-created-date}} - Display the creation date and time for the comment.
  • {{comment-text}} - Return the text of the comment, if available.
  • {{comment-media}} - Display the pictures in the comment, if available. This placeholders is only available for word reports.
  • {{if-task-comment}} and {{/if-task-comment}} - When placed outside the open and close task comments placeholders, these check if there are any comments in the tasks. Headlines are shown only if there is at least one task comment following the condition.
  • {{pin-task-comments}} - All comments from a task seperated by ";". This placeholder should be positioned outside of the comments section area, otherwise it will be displayed for each comment.

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