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Task Management

After creating tasks, you can fully manage them through options like pause, delete, and edit—suitable for different usage scenarios.

📊 Task Management Overview​

Action TypeMain PurposeData RetentionReversibleDifficulty
🟡 Pause TaskTemporarily stop✅ Fully retained✅ One-click restore⭐
🔴 Delete TaskPermanently remove❌ Completely cleared❌ Irreversible⭐⭐
✏️ Edit TaskModify task settings✅ Fully retained✅ Editable anytime⭐⭐⭐

🟡 Pause a Task​

When to Use Pause?​

  • 📅 Short business trips: Temporarily unavailable to monitor the market
  • 💼 Busy with work: Don’t want notifications for now
  • 📈 Market uncertainty: Waiting for a better entry point
  • 🔄 Strategy adjustment: Reassessing your investment plan

📱 How to Pause​

Method 1: Pause from Task Page​

  1. Enter Task Management

    • Click the "Task" button at the bottom left
    • Enter the task management page

  2. Pause Operation

    • Locate the task
    • Click the toggle button 🔄 beside it

  3. Confirm Status

    • Status changes from 🟢 to 🟡
    • A "Paused" tag appears

Before: 🟢 AAPL Short-Term Bottom [Running] After: 🟡 AAPL Short-Term Bottom [Paused]

🔄 Resume a Task​

  • Click the same toggle again
  • Status: 🟡 turns back to 🟢
  • Monitoring and notifications resume instantly

Note: Paused tasks send no alerts, but configuration and history remain intact.

🔴 Delete a Task​

⚠️ Read Before Deleting​

Warning: Deleting a task will permanently erase all data. It cannot be undone!

🤔 When to Delete?​

  • ❌ You no longer follow the stock
  • 🔄 You've changed investment strategy completely
  • 🧹 Cleaning up outdated tasks
  • 💾 Freeing up system resources

💻 On Web​

  1. Access History

    • Click "History" at the top-right
    • Choose a task
    • Open its history chat

  2. Open More Menu

    • Hover over the task
    • Click ⋯ and choose "Delete"

  3. Confirm Deletion

    • Read the warning
    • Click "Confirm Delete"

📱 On Mobile App​

  1. Locate task in the list
  2. Swipe left to reveal actions
  3. Tap red Delete button and confirm

┌──────────────────────────────┐ │ ⚠️ Confirm Task Deletion │ │ Task: AAPL Short-Term Bottom │ │ Created: 2025-05-20 │ │ History: 15 signals │ │ ❗ This action is irreversible│ │ [Cancel] [Confirm Delete] │ └──────────────────────────────┘

💡 Alternatives to Deleting​

SituationTry InsteadWhy
Only want quiet modePause taskKeeps config and history
Just disable alertsEdit notificationsStill monitored silently
Changed strategyEdit task typeKeep tracking the stock

✏️ Edit a Task​

🔧 Editable Settings​

  • 📬 Notification settings: Choose push, chat, or info panel
  • 📊 Display preferences: Choose where info appears
  • 🔔 Alert methods: Customize how and when alerts come

📝 How to Edit​

  1. Open the task chat window
  2. Click the Edit button ✏️
  3. Adjust settings as needed

┌────────────────────────────┐ │ Edit Task: AAPL Short-Term │ ├────────────────────────────┤ │ 📊 Info │ │ Stock: AAPL │ │ Type: Short-Term Bottom │ │ Created: 2025-05-22 │ │ Status: 🟢 Active │ ├────────────────────────────┤ │ 🔔 Notifications │ │ ☑️ Push to App │ │ ☑️ Show in Info Panel │ │ ☑️ Save to Chat │ ├────────────────────────────┤ │ 📈 Advanced │ │ ○ Only important signals │ │ ● All signals (default) │ ├────────────────────────────┤ │ [Save Settings] [Cancel]│ └────────────────────────────┘

🎯 Best Practices​

🗂️ Categorize Your Tasks​

By time horizon:

  • Short-Term Group: day traders, swing trading
  • Long-Term Group: value investing, buy & hold

By priority:

  • Core Focus: key investments
  • Secondary: less critical, may be paused

📅 Regular Maintenance​

Weekly checklist:

  • Check task statuses
  • Remove obsolete tasks
  • Adjust notification settings
  • Review important signals

Monthly review:

  • Evaluate task performance
  • Update stock targets
  • Tune notification settings
  • Backup signal history

🚀 Advanced Tips​

Workday Mode: Pause noisy alerts, enable long-term tracking only
Weekend Mode: Analyze signals, prepare next week’s plan
Travel Mode: Mute all alerts, retain background data

📊 Task Lifecycle​

Create → Run → Pause → Resume → Edit → Delete ↓ ↓ ↓ ↓ ↓ ↓ Config Watch Silence Restart Modify Remove

🔗 Related Docs​

💡 Pro Tip: Task management is the key to staying efficient and in control. Customize everything based on your real-world needs!