Skip to content

for-users: document background tasks (#79757)#5

Open
martinrode wants to merge 1 commit into
mainfrom
martin-ai/background-tasks-doc-20260610
Open

for-users: document background tasks (#79757)#5
martinrode wants to merge 1 commit into
mainfrom
martin-ai/background-tasks-doc-20260610

Conversation

@martinrode

Copy link
Copy Markdown
Contributor

Summary

Resolves Trac #79757: charlotte asked for a comprehensive user-facing article on fylr's background tasks under for-users/additional-features/.

New page (for-users/additional-features/background-tasks.md) walks users through:

  • What background tasks are and why they exist (server-side, survive browser close)
  • Where the Task Manager lives (tray icon in the header)
  • How to create a task: pick a Module, set a Title, fill the per-module parameters, save
  • The three end-user-relevant modules and their parameters:
    • Metadata — re-apply a mapping, optionally search-limited, with merge-vs-override and tag set/unset
    • Delete Objects — bulk delete from a search, with delete-policy choice (also delete linked vs unlink)
    • Set / Unset Tags — bulk tag operation from a search
  • Reading the Task Manager list (Module / Title / Status / Started / Finished / Next Run)
  • Where the task log lives when something fails
  • Deleting old task receipts vs cancelling a running task
  • The system.task system right and the rule that module-level operations still require the underlying permissions

Includes two hint callouts: a warning on bulk-delete-filter spot-checking, and an info block on the user-scope rule (system.root sees everyone's).

Linked into SUMMARY.md under FOR USERS > Additional Features, next to Change History.

Style matches existing user-facing articles (change-history.md, lists.md): short intro, parameter bullets, hint blocks, Required Permissions section at the end.

Test plan

  • Render preview on GitBook and confirm the new page appears under For Users → Additional Features → Background Tasks
  • Confirm the two hint blocks (warning, info) render correctly
  • Skim the page once on the rendered preview to catch any layout glitches

🤖 Generated with Claude Code

Charlotte (#79757) asked for a comprehensive user-facing article on
fylr's background tasks under additional-features.

New page covers:

- What background tasks are and why a user would reach for them
- Where the Task Manager lives (tray icon in the header)
- How to create a task — pick a Module, give it a Title, fill the
  per-module parameters, save, walk away
- The three end-user-relevant modules and their parameters:
  * Metadata — re-apply a mapping, optionally limited by a search, with
    merge-vs-override and tag-set/unset options
  * Delete Objects — bulk delete from a search, with the delete-policy
    choice between "also delete linked" and "unlink"
  * Set / Unset Tags — bulk tag operation from a search
- The Task Manager list (Module / Title / Status / Started / Finished /
  Next Run) and how to read it, including where the task log lives when
  something fails
- Deleting old task receipts vs cancelling a running task
- The system.task system right and the rule that module-level operations
  still require their own underlying permissions (no rights bypass)

Two hint blocks:

- a warning to spot-check the search filter before bulk-delete, since a
  task with the wrong filter can affect far more records than intended
- a note that tasks are user-scoped, with system.root being the
  exception that sees everyone's tasks

The page is added to SUMMARY.md under
FOR USERS > Additional Features, next to Change History, matching the
location requested in the ticket. The page style follows the existing
user-facing articles (change-history.md, lists.md): short intro,
parameter bullets, hint callouts for caveats, a Required Permissions
block at the end.
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant