Task Assignment¶

Overview¶

The Task Assignment feature allows Sales Engineers and Administrators to assign POC participants to specific tasks. This helps clarify responsibilities, track ownership, and improve accountability during POC execution.

Features¶

Multi-participant assignment: Assign one or more participants to each task
Visual indicators: Assignees are displayed as badges on tasks
Easy management: Simple modal interface for selecting participants
Real-time updates: Assignment changes are immediately reflected in the UI
Customer visibility: Customers can see who is assigned to each task (read-only)

User Roles¶

Sales Engineer / Administrator¶

Can assign participants to tasks in their POCs
Can view all assigned participants
Can modify or remove assignments

Customer¶

Can view assigned participants (read-only)
Cannot modify assignments

How to Use¶

Assigning Participants to a Task¶

Navigate to POC Details: Open the POC you want to work with
Go to Tasks Tab: Click on the "Tasks" tab in the navigation
Locate the Task: Find the task you want to assign participants to
Click "👥 Assign" Button: This opens the assignment modal
Select Participants: Check the boxes next to participants you want to assign
Participants are filtered to show only active members (joined or invited)
You can see participant roles (Sales Engineer, Customer) and status
Save Assignment: Click "Assign" to save your selection
View Assignees: The task now displays assigned participants as blue badges

Viewing Assigned Participants¶

In POC Form (Sales Engineer/Admin view): - Assignees appear below the task description - Displayed as blue badges with format: "👤 [Name]" - Hover over a badge to see the participant's email

In Customer View: - Assignees are shown in the same format - Visible in both task list and expanded task groups

Unassigning Participants¶

To remove all assignments from a task: 1. Click the "👥 Assign" button on the task 2. Uncheck all participants 3. Click "Assign" to save

The modal shows how many participants are currently selected, including 0 if none are selected.

API Endpoints¶

Assign Participants to Task¶

POST /tasks/pocs/{poc_id}/tasks/{task_id}/assign

Request Body:

{
  "participant_ids": [1, 2, 3]
}

Response:

[
  {
    "id": 1,
    "participant_id": 1,
    "participant_name": "John Doe",
    "participant_email": "[email protected]",
    "assigned_at": "2024-02-07T20:30:00Z"
  }
]

Notes: - Replaces all existing assignments with the new list - Validates that all participant IDs belong to the POC - Returns 404 if POC or task not found - Returns 400 if participant IDs are invalid

Get Task Assignees¶

GET /tasks/pocs/{poc_id}/tasks/{task_id}/assignees

Response:

[
  {
    "id": 1,
    "participant_id": 1,
    "participant_name": "John Doe",
    "participant_email": "[email protected]",
    "assigned_at": "2024-02-07T20:30:00Z"
  }
]

Remove All Assignees¶

DELETE /tasks/pocs/{poc_id}/tasks/{task_id}/assign

Response:

{
  "message": "All assignees removed"
}

List POC Tasks (with assignees)¶

GET /tasks/pocs/{poc_id}/tasks

Response: Each task now includes an assignees array:

[
  {
    "id": 1,
    "title": "Setup Environment",
    "description": "Configure the development environment",
    "status": "in_progress",
    "assignees": [
      {
        "id": 1,
        "participant_id": 1,
        "participant_name": "John Doe",
        "participant_email": "[email protected]",
        "assigned_at": "2024-02-07T20:30:00Z"
      }
    ]
  }
]

Database Schema¶

poc_task_assignees Table¶

Column	Type	Description
id	Integer	Primary key
poc_task_id	Integer	Foreign key to poc_tasks
participant_id	Integer	Foreign key to poc_participants
assigned_at	DateTime	Timestamp of assignment
assigned_by	Integer	Foreign key to users (who made the assignment)

Constraints: - Unique constraint on (poc_task_id, participant_id) - Foreign key constraints ensure referential integrity - Cascade deletes when parent records are removed

Implementation Details¶

Backend Components¶

Model: POCTaskAssignee in backend/app/models/task.py
Defines the database structure
Relationships to POCTask, POCParticipant, and User
Schemas: backend/app/schemas/task.py
POCTaskAssignee: Response schema for assignee data
POCTaskAssignRequest: Request schema for assignment operations
Updated POCTask to include assignees list
Endpoints: backend/app/routers/tasks.py
Three new endpoints for manage assignments
Modified list_poc_tasks() to populate assignees

Frontend Components¶

TaskAssignmentModal: frontend/src/components/TaskAssignmentModal.tsx
Reusable modal component
Multi-select interface with checkboxes
Displays participant roles and status
Handles assignment API calls
POCForm Updates: frontend/src/components/POCForm.tsx
Added "👥 Assign" button to each task
Displays assignee badges below task descriptions
Integrates TaskAssignmentModal
Refreshes task data after assignment changes
CustomerPOCView Updates: frontend/src/components/CustomerPOCView.tsx
Read-only display of assignees
Same badge format as POCForm
Visible in both task lists and task groups

Best Practices¶

When to Assign Tasks¶

During POC Planning: Assign tasks when setting up the POC
As Participants Join: Update assignments when new team members join
Role-based Assignment: Assign tasks based on participant expertise
Balanced Workload: Distribute tasks evenly across participants

Assignment Guidelines¶

Clear Ownership: Assign at least one person to critical tasks
Team Tasks: Use multiple assignees for collaborative tasks
Customer Involvement: Assign customers to tasks requiring their input
Update Status: Remind assignees to update task status as they progress

Troubleshooting¶

Cannot Assign Participants¶

Issue: The assignment modal shows "No participants available"

Solution: - Ensure participants have been added to the POC - Check that participants have "joined" or "invited" status - Declined or removed participants won't appear

Assignments Not Showing¶

Issue: Assigned participants don't appear on tasks

Solution: - Refresh the page to ensure latest data is loaded - Check browser console for API errors - Verify the participant is still part of the POC

Permission Denied¶

Issue: Cannot access assignment functionality

Solution: - Only Sales Engineers and Administrators can assign tasks - Customers have read-only access - Check your user role in the system

Future Enhancements¶

Potential improvements for future versions:

Email Notifications: Notify participants when assigned to tasks
Assignment History: Track who assigned tasks and when
Workload View: Dashboard showing task distribution per participant
Bulk Assignment: Assign multiple tasks at once
Task Filters: Filter tasks by assignee
Assignment Comments: Add notes when assigning tasks