brillientaKnowledge base

Knowledge base / TaskManager / Administration

Workspace & how work flows

  • Admins (some: managers)
  • All plans
1 min read · TaskManager 1.0.0

General covers organisation & look, features, workflow rules, email sender, maintenance and availability. People & roles manages members, roles, availability and seats (saving a member puts them in the matching SharePoint group). Teams share incoming work with Load-balanced, Round-robin, Smart or Manual strategies, out-of-office delegates and per-person active-task caps. Working hours (week plus holidays) drives due dates, reminders and risk. Statuses are the board columns with WIP limits; Priorities carry default due-in days; Categories define kinds of request with teams, checklists and approvals; Extra fields add custom Text/Note/Number/Date/Choice/Boolean per category or project.

General settings: organisation name, headline, brand colour, task prefix, time zone, start view, feature switches, workflow rules and maintenance mode.
General. Identity, features, rules and maintenance — each setting explained on screen.
People and roles: member rows with role, availability, capacity and seats in use, and the admin, manager and member SharePoint groups.
People & roles. Six active members here; a row only counts when SharePoint permissions agree, so nobody can promote themselves.
This article is about Brillienta TaskManager.See the productView plansBook a demo
Still need help?Our team answers product questions by email, and we can walk you through it on a call.
Open in the full guideContact support