Task, Transfer, Calendar, and File Manager Modals

This chapter explains the modals used for moving responsibility between employees, creating and updating tasks, reviewing task progress, using the calendar, and managing uploaded files. These modals affect day-to-day work assignment, so always review the selected employee, selected rows, dates, and remarks before pressing Submit.

Shoot Transfer Modal

Opens from the shoot list.

• Purpose: Transfer shoot assignments from one employee to another.
• When to use: Use this when a photographer, videographer, assistant, drone operator, or other assigned shoot team member must be replaced.
• Key fields: Transfer Date, Transfer from Employee, and Transfer to Employee.
• Transfer Date: Shows the transfer date used for the transfer record.
• Transfer from Employee: Select the employee who currently owns the pending shoot assignment.
• Transfer to Employee: Select the employee who should receive the selected shoot assignment.
• Table columns: Transfer Status, Shoot ID, Booking No, Function, Shoot Role, Start Date, Due Date, Status, and Remark.
• Selection behavior: Press Get after choosing the from employee. The system loads pending shoot assignments for that employee. Click the Transfer Status cell to switch a row between Now and Not Now.
• Remark: Add row-level transfer notes when needed, such as reason for transfer, customer timing, or handover instructions.
• Validation: The from employee and to employee must both be selected, they cannot be the same employee, and at least one row must be marked Now.
• Actions: Get loads matching assignments. Reset clears the table and allows the from employee to be changed. Submit saves only the rows marked Now.
• Result: The selected shoot assignments move to the new employee and the table refreshes.
• Good practice: Transfer only pending or active work that has genuinely changed owner. Do not transfer completed work unless the record needs correction.

Job Transfer Modal

Opens from job list and job kanban views.

• Purpose: Transfer job assignments from one employee to another.
• When to use: Use this when editing, selection, album design, album printing, video, delivery, or other production work must be reassigned.
• Key fields: Transfer Date, Transfer from Employee, and Transfer to Employee.
• Transfer from Employee: Select the employee who currently owns the job.
• Transfer to Employee: Select the employee who should now complete the job.
• Table columns: Transfer Status, Job ID, Booking No, Job Role, Start Date, Due Date, Status, and Remark.
• Selection behavior: Press Get to load pending jobs for the selected employee. Click the Transfer Status cell to mark specific jobs as Now for transfer or Not Now to leave them unchanged.
• Remark: Use the row remark for handover notes, customer preferences, file location, pending input, or reason for reassignment.
• Validation: The from and to employees must be different, both must be selected, and at least one job must be shortlisted for transfer.
• Actions: Get loads matching jobs. Reset clears the table and unlocks the from employee selection. Submit transfers selected jobs.
• Result: Selected job assignments are transferred and the modal reloads the remaining jobs for the original employee.
• Good practice: Before transfer, check the job due date and whether any work has already started so the new employee receives enough context.

Task Modal

Opens from the task list when adding or editing a task.

• Purpose: Create or update a task.
• When to use: Use this for internal follow-ups, reminders, admin work, customer callbacks, booking-related tasks, purchase/product tasks, employee work, or vendor follow-up.
• Header switches: Repeat shows repeat-task controls. Timing shows start and due time fields.
• Key fields: Task ID, Subject, Start Date, Start Time, Due Date, Due Time, Repeat Task, Repeat In Days, Repeat Week Days, Related To, Related To Value, Booking List, Enquiry, Customer, Product List, Employee, Vendor, Priority, Assign to Employee, and Description.
• Subject: Enter a short, clear task name. This is the main label shown in task lists.
• Dates and times: Start Date and Due Date are shown by default. Enable Timing when the task needs specific start and due times.
• Repeat options: No, Every Day, Every Week, Every 2 Weeks, Every Month, Every 3 Months, Every 6 Months, Every Year, Custom Days, and Custom Week Days.
• Custom repeat: Use Repeat In Days for Custom Days. Use Repeat Week Days for Custom Week Days.
• Related To: Link the task to Booking, Enquiry, Customer, Product, Employee, Vendor, Link, or leave it Not Applicable.
• Related dropdowns: When a related module is selected, the modal shows the matching search/dropdown, such as Booking List, Enquiry, Customer, Product List, Employee, or Vendor.
• Priority: Select Low, Medium, High, or Urgent.
• Assign to Employee: Select the employee responsible for completing the task.
• Description: Add enough detail so the assigned employee can complete the task without asking for missing context.
• Actions: Reset clears the form. Submit creates or updates the task.
• Validation: For custom repeat tasks, the custom days or selected weekdays must be entered before saving.
• Good practice: Use the Related To field whenever the task belongs to a booking, enquiry, customer, vendor, or product. This keeps later searching and reporting cleaner.

Task Status Modal

Opens from the task list when viewing or updating task progress.

• Purpose: Review task details and change status.
• When to use: Open this from the task list when an assigned task needs to be started, reviewed, or completed.
• Main fields: Task ID, Subject, Description, and Complete Remark.
• Full View switch: Enable Full View to show additional details such as Start Date, Due Date, Started Date, Completed Date, Repeat Task, Related To Details, Priority, and Assign to Employee.
• Status buttons: In Progress saves the task as started. Completed saves the task as completed.
• Complete Remark: Enter the completion note, status note, or reason for progress update before changing status.
• Button behavior: If the task is already Completed, the status buttons are hidden and the remark field is disabled. If the task is Started, only the completion action remains available.
• Result: The task list refreshes after a successful update.
• Good practice: Use In Progress when work has actually started, not just when it is assigned. Use Completed only when the task is fully done and the remark explains the outcome.

Task Transfer Modal

Opens from the task list.

• Purpose: Transfer tasks from one employee to another.
• When to use: Use this when one employee's pending tasks must be reassigned to another employee.
• Key fields: Transfer Date, Transfer from Employee, and Transfer to Employee.
• Transfer from Employee: Select the employee who currently owns the task.
• Transfer to Employee: Select the employee who should receive the task.
• Table columns: Transfer Status, Task ID, Subject, Task Related To, Start Date, Due Date, Status, and Remark.
• Selection behavior: Press Get to load tasks for the selected employee. Click Transfer Status to mark each task Now or Not Now.
• Remark: Use the row remark for handover details, reason for transfer, or pending instructions.
• Validation: Both employees must be selected, they cannot be the same employee, and at least one task must be marked for transfer.
• Actions: Get loads matching tasks. Reset clears the table and unlocks the from employee selection. Submit saves the transfer for selected rows.
• Good practice: Add remarks when transferring urgent or partially completed tasks so the receiving employee understands what changed.

Calendar Event Modal

Opens from calendar view when adding or editing a calendar event.

• Purpose: View scheduled work in a calendar and categorize events.
• Calendar views: Month, week, day, and list view are available from the calendar header.
• Event categories: Booking, Shoot, Job, and Task. Each category is shown with a colored label.
• Typical fields: Event Title, Start Date, End Date, Description, and event category.
• Add behavior: Select a date or use the add action to open the modal. Enter the event title, dates, category, and description.
• Edit behavior: When available, opening an event fills the modal with the title, dates, description, and category. Update or remove actions are shown for editable events.
• Actions: Add Event creates a new event. submit updates an existing event. Cancel closes without saving. Remove deletes/removes the event when available.
• Good practice: Use calendar categories consistently so the month view can quickly distinguish bookings, shoots, jobs, and tasks.

File Manager Modals

The upload-file file manager includes its own Bootstrap modals.

• Purpose: Manage files and folders in the upload-file area used by booking files and other uploaded documents.
• Breadcrumb path: The file manager shows the current folder path at the top. Confirm the path before creating, renaming, deleting, or uploading files.
• Create New Item: Create a new file or folder in the selected path. Select Item Type as File or Folder, enter Item Name, then use Create Now. Use Cancel to close without creating.
• Advanced Search: Opens from the search dropdown. Enter a search term to search files in the current folder and subfolders.
• Rename Dialog: Opens from a file or folder rename action. Enter the new file/folder name. Use Okay to confirm or Cancel to stop.
• Confirm Dialog: Appears before actions that need confirmation, such as delete or other file operations. Review the action and target before pressing Okay.
• Upload action: Use the file manager upload option when files need to be added directly to the current folder.
• Good practice: Use clear file and folder names, avoid duplicate names, and confirm the current path before creating or deleting anything.

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