Tasks
An assistant turns requests posted in your LINE groups into tasks. On the Tasks page you check owners and deadlines, change status and export CSV.
Where tasks come from#
Add your LINE Official Account to a team's LINE group and choose an assistant to collect from it. When somebody in the group hands out work, the assistant records it as a task: the original message, who assigned it, who it is for, the deliverable and the deadline.
Every task lands on the Tasks page in the left rail. You can't add a task on that page yourself.
Tasks under Conversation details is a checklist for one conversation and never appears on the Tasks page. See Conversations.
Start collecting#
Setting up collection takes a workspace owner or admin.
- Connect the LINE Official Account On the Channels page, in LINE Official Account, enter the Channel secret and Channel access token from LINE Developers and click Connect LINE. Paste the Webhook URL shown back into that LINE channel and enable webhooks and redelivery.
- Add the account to the group Invite the official account to the LINE group, send one message there, then click Refresh in the console. The group appears.
- Open the group's Collection settings Pick the Collection agent, write your rules in What should be collected?, check the Timezone, tick Enable collection for this group and save.
The collection agent must be an assistant that is published and open to the whole workspace. If it later stops being open to the whole workspace, the group shows Collection is on, but its assistant can no longer answer and nothing is collected until you choose another.
Collection settings also hold:
| Setting | Use |
|---|---|
| People and aliases | Mark supervisors by LINE user ID, and give people or teams aliases so owners can be matched. |
| All group members can assign tasks | Collect assignments from any member without listing supervisors. |
| Read assignment images | Read images sent by people who can assign. An owner inferred from an image needs review. |
| Keep closed tasks for (days) | Completed and cancelled tasks are deleted after this many days, with their original text and history. |
| Group welcome message | Sent when the bot or a new member joins the group. |
In the LINE group, members can type #說明 to see what the official account does, or #暫停紀錄 to pause collection for 30 minutes.
Statuses#
| Status | Meaning |
|---|---|
| Unassigned | Nobody owns it yet. |
| Assigned | It has an owner. |
| Claimed | Somebody replied in the group to take it on. |
| Needs review | Something the assistant wasn't sure of needs a person to check. |
| Overdue | An assigned or claimed task passed its deadline. This is set automatically. |
| Completed | Done. |
| Cancelled | No longer needed. |
Open a task that needs review to see why, for example:
- The speaker is not a confirmed supervisor.
- The assignee could not be matched to the directory.
- The deadline needs confirmation.
- An unassigned task was claimed; confirm the assignee.
- The assignee was inferred from image contents and needs confirmation.
Replies in the group update the task#
When group members reply to an assignment, the assistant updates the task:
| Reply in the group | Counts when said by | Task becomes |
|---|---|---|
| 「收到」, 「我來處理」, "I'll handle it" | The owner | Claimed |
| 「完成了」, 「已完成」, "done" | The owner | Completed |
| 「取消」, 「不用做了」, "cancel this task" | The person who assigned it | Cancelled |
Only plain statements count. Questions and negatives (「還沒」, 「無法」) change nothing. To claim a task with no owner, reply 「我來處理」 while quoting the original message; the task is then marked for review so somebody confirms the owner.
The Tasks page#
Figures sit at the top and the task list below. Both refresh every 15 seconds.
Figures: pick a Date range (Today, Last 30 days or All dates) to see the Total tasks created in it, and how many are Completed, Assigned and Needs review. Dates follow your browser's time zone.
Filters: the date range applies to the list too. Narrow it further by Status, Group, Assigned by or Assignee, or search with Search tasks. Clear filters resets them.
The list shows 50 tasks a page; use Next page and First page. Its columns are Created, Group, Assigned by, Original message, Assignee, Due date or timing, Status, Task type, Deliverable, Priority and Task ID.
Edit a task#
Click Edit on a row to change:
- Task (required, up to 300 characters)
- Deliverable and Conditions and context
- Assignee and Due date or timing
- Status, Priority (High, Medium, Low) and Task type
An Assigned or Claimed task needs an Assignee. You can set Overdue by hand only once the deadline has passed.
Expand Original message for the person who assigned it, Confidence, Original message time, Resolved deadline and Related links.
Saving clears the review flag, unless the deadline you entered still can't be understood. If somebody else changed the task while you were editing, the save fails; reload and edit again.
Delete or merge#
Two actions sit at the bottom left of the edit window:
- Delete task permanently deletes the task, its original messages and its version history. It can't be undone.
- Merge task is for one request recorded twice. Choose another task from the same group under Keep this task. That task keeps its fields, and this task's messages, links and version history move into it.
Version history#
Every change makes a new version, whether you made it in the console or a reply in the group did. Click Version history in the edit window to see each version's time, speaker, original text, deliverable, assignee and deadline. Versions brought in by a merge show Merged from task.
Export CSV#
Click Export CSV at the top right of the Tasks page to download tasks.csv.
- It holds every task under the current filters, date range included, not only the page you are on.
- Columns are the list's columns plus Conditions and context, Confidence, Needs review and Related links.
- Priority reads High, Medium or Low, as in the list, and is empty when none is set.
- Needs review gives the reason in the words you see when you open the task, and is empty when there's nothing to review.
- One export holds up to 10,000 tasks. Narrow the filters if you have more.
Who sees what#
| What | Who |
|---|---|
| See the Tasks page, edit, delete, merge, read history, export | Every workspace member |
| Connect a LINE Official Account, change a group's collection settings | Workspace owners and admins |
The Tasks page lists every group's tasks in the workspace; it isn't filtered by member.