Network Working Group A. Apthorp Internet-Draft DHL Express Updates: 5545 (if approved) M. Douglass Intended status: Standards Track Bedework Commercial Services Expires: 26 April 2023 23 October 2022 Task Extensions to iCalendar draft-ietf-calext-ical-tasks-04 Abstract This document defines extensions to the Internet Calendaring and Scheduling Core Object Specification (iCalendar) (RFC5545) to provide improved status tracking, scheduling and specification of tasks. It also defines how Calendaring Extensions to WebDAV (CalDAV) (RFC 4791) servers can be extended to support certain automated task management behaviours. Status of This Memo This Internet-Draft is submitted in full conformance with the provisions of BCP 78 and BCP 79. Internet-Drafts are working documents of the Internet Engineering Task Force (IETF). Note that other groups may also distribute working documents as Internet-Drafts. The list of current Internet- Drafts is at https://datatracker.ietf.org/drafts/current/. Internet-Drafts are draft documents valid for a maximum of six months and may be updated, replaced, or obsoleted by other documents at any time. It is inappropriate to use Internet-Drafts as reference material or to cite them other than as "work in progress." This Internet-Draft will expire on 26 April 2023. Copyright Notice Copyright (c) 2022 IETF Trust and the persons identified as the document authors. All rights reserved. Apthorp & Douglass Expires 26 April 2023 [Page 1] Internet-Draft iCalendar tasks October 2022 This document is subject to BCP 78 and the IETF Trust's Legal Provisions Relating to IETF Documents (https://trustee.ietf.org/ license-info) in effect on the date of publication of this document. Please review these documents carefully, as they describe your rights and restrictions with respect to this document. Code Components extracted from this document must include Revised BSD License text as described in Section 4.e of the Trust Legal Provisions and are provided without warranty as described in the Revised BSD License. Table of Contents 1. Acknowledgements . . . . . . . . . . . . . . . . . . . . . . 3 2. Introduction . . . . . . . . . . . . . . . . . . . . . . . . 3 2.1. Terms and Definitions . . . . . . . . . . . . . . . . . . 4 3. Task Architecture . . . . . . . . . . . . . . . . . . . . . . 5 4. Task Architecture Elements . . . . . . . . . . . . . . . . . 8 5. Architecture Foundations . . . . . . . . . . . . . . . . . . 9 6. Task Extensions . . . . . . . . . . . . . . . . . . . . . . . 10 7. Task Specification . . . . . . . . . . . . . . . . . . . . . 10 7.1. CONCEPT for task type identification . . . . . . . . . . 11 7.2. Task Context and Relationships . . . . . . . . . . . . . 11 7.3. Task Domain Data Handling . . . . . . . . . . . . . . . . 11 8. Task Deadlines, Milestones and Time Planning . . . . . . . . 12 9. Task Scheduling and Assignment . . . . . . . . . . . . . . . 12 10. Status Reporting . . . . . . . . . . . . . . . . . . . . . . 13 10.1. Improved granularity in status reporting information . . 13 10.2. Relating reason and comments to ATTENDEE status changes. . . . . . . . . . . . . . . . . . . . . . . . . 13 10.3. Comments associated to reasons and status changes . . . 13 10.4. Task Alerts and Notifications . . . . . . . . . . . . . 14 10.5. Automated Status Changes . . . . . . . . . . . . . . . . 15 11. New Parameter Values . . . . . . . . . . . . . . . . . . . . 15 11.1. Redefined VTODO Participant Status . . . . . . . . . . . 15 12. New Properties . . . . . . . . . . . . . . . . . . . . . . . 15 12.1. Estimated Duration . . . . . . . . . . . . . . . . . . . 15 12.2. Reason . . . . . . . . . . . . . . . . . . . . . . . . . 16 12.3. Sub-State . . . . . . . . . . . . . . . . . . . . . . . 17 12.4. Task Mode . . . . . . . . . . . . . . . . . . . . . . . 18 13. Property Extensions and Clarifications . . . . . . . . . . . 19 13.1. Redefined STATUS Property . . . . . . . . . . . . . . . 20 14. New Components . . . . . . . . . . . . . . . . . . . . . . . 20 14.1. Status Component . . . . . . . . . . . . . . . . . . . . 20 15. CalDAV Support for Task Mode . . . . . . . . . . . . . . . . 21 15.1. CALDAV:supported-task-mode-set Property . . . . . . . . 22 16. Security Considerations . . . . . . . . . . . . . . . . . . . 23 17. IANA Considerations . . . . . . . . . . . . . . . . . . . . . 23 17.1. Initialization of the Status registry . . . . . . . . . 23 17.2. Update of the Status registry . . . . . . . . . . . . . 23 Apthorp & Douglass Expires 26 April 2023 [Page 2] Internet-Draft iCalendar tasks October 2022 17.3. Sub-State value registry . . . . . . . . . . . . . . . . 24 17.4. Task Mode value registry . . . . . . . . . . . . . . . . 24 17.5. Participation Statuses registry . . . . . . . . . . . . 25 17.6. Properties registry . . . . . . . . . . . . . . . . . . 25 18. Normative References . . . . . . . . . . . . . . . . . . . . 25 19. Informative References . . . . . . . . . . . . . . . . . . . 26 Appendix A. Examples of Task State Lifecycle . . . . . . . . . . 27 A.1. Simple Case Status Change . . . . . . . . . . . . . . . . 27 A.2. Example for multiple Attendees . . . . . . . . . . . . . 27 A.3. Example of Failure . . . . . . . . . . . . . . . . . . . 29 Appendix B. Change log . . . . . . . . . . . . . . . . . . . . . 29 Appendix C. Working Notes . . . . . . . . . . . . . . . . . . . 30 C.1. Advertising tasks . . . . . . . . . . . . . . . . . . . . 30 C.2. Subscribing to task updates . . . . . . . . . . . . . . . 30 Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . 30 1. Acknowledgements The authors would like to thank the members of the Calendaring and Scheduling Consortium technical committees and the following individuals for contributing their ideas, support and comments: John Chaffee, Marten Gajda, Ken Murchison The authors would also like to thank CalConnect, the Calendaring and Scheduling Consortium, for advice with this specification. 2. Introduction This document specifies extensions to the existing Internet Calendaring and Scheduling Core Object Specification (iCalendar) [RFC5545], and associated protocols, in order to enhance the structured communication and execution of tasks. The enhancements allow for the communication, time planning and scheduling of tasks by and between automated systems (e.g. in smart power grids, business process management systems) as well as for human centered tasks. A "task" is a representation of an item of work assigned to an individual or organization. In the iCalendar Object Model [RFC5545] the representation of tasks is by "VTODO" calendar components. Tasks can be identified in a number of situations, either informally as ad- hoc tasks in personal "to-do" lists or more formally in: * Business processes - ranging from repetitive workflows to adaptive cases and trouble ticketing * Project Management - whether for large scale construction projects or collaborative software development Apthorp & Douglass Expires 26 April 2023 [Page 3] Internet-Draft iCalendar tasks October 2022 The extensions specified here are defined in the context of an overall architecture for task calendaring and scheduling. 2.1. Terms and Definitions The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", "SHOULD", "SHOULD NOT", "RECOMMENDED", "NOT RECOMMENDED", "MAY", and "OPTIONAL" in this document are to be interpreted as described in BCP 14 [RFC2119] [RFC8174] when, and only when, they appear in all capitals, as shown here. Calendaring and scheduling roles are referred to in quoted-strings of text with the first character of each word in upper case. For example, "Organizer" refers to a role of a "Calendar User" (CU) within the scheduling protocol. Calendar components defined by [RFC5545] are referred to with capitalized, quoted-strings of text. All calendar components start with the letter "V". For example, "VEVENT" refers to the event calendar component, "VTODO" refers to the to-do calendar component, and "VJOURNAL" refers to the daily journal calendar component. Scheduling methods are referred to with capitalized, quoted-strings of text. For example, "REQUEST" refers to the method for requesting a scheduling calendar component be created or modified; "REPLY" refers to the method a recipient of a request uses to update their status with the "Organizer" of the calendar component. Properties defined by [RFC5545] are referred to with capitalized, quoted-strings of text, followed by the word "property". For example, "ATTENDEE" property refers to the iCalendar property used to convey the calendar address of a "Calendar User". Property parameters defined by this specification are referred to with capitalized, quoted-strings of text, followed by the word "parameter". For example, "VALUE" parameter refers to the iCalendar property parameter used to override the default data type for a property value. Enumerated values defined by this specification are referred to with capitalized text, either alone or followed by the word "value". In tables, the quoted-string text is specified without quotes in order to minimize the table length. Terms defined in this specification include: Assignee A calendar user assigned to perform a given task. An Apthorp & Douglass Expires 26 April 2023 [Page 4] Internet-Draft iCalendar tasks October 2022 assignee is equivalent to an attendee of an event. Calendar User (CU) A person or software system that accesses or modifies calendar information. Calendar User Agent (CUA) This may be 1. Software with which the calendar user communicates with a calendar service or local calendar store to access calendar information. 2. Software that gathers calendar data on the Calendar User's behalf. Candidate A calendar user who might be able to perform a given task, prior to actually being assigned the task, e.g., a dispatcher has a list of taxi drivers (candidates) from which one will be selected to pick-up a passenger. Organizer A calendar user who creates a calendar item, requests free/busy information, or published free/busy information. It is an Organizer who invites Attendees [RFC5545]. Observer A calendar user interested in a calendar component, e.g., a manager may have interest in all tasks that have not been completed. Resource A resource in the scheduling context is any shared entity that can be scheduled by a calendar user, but does not control its own attendance status. Resources can be of "Location", "Equipment", or "Role" type. Task A representation of an item of work that can be assigned to one or more task actor assignees. In [RFC5545], these are "VTODO" calendar components, which are groupings of component properties and possibly "VALARM" calendar components that represent an action-item or assignment. 3. Task Architecture A reference architecture for task calendaring and scheduling is defined in order to identify the key logical elements involved in task management and the interfaces between them to enable interoperability. The logical elements identified here establish an appropriate separation of concerns and clarify the responsibilities of different elements. However, the architecture does not prescribe a binding or packaging of elements, i.e., software systems may be developed where some elements are tightly bound and the interfaces Apthorp & Douglass Expires 26 April 2023 [Page 5] Internet-Draft iCalendar tasks October 2022 between bound elements are not exposed. The task architecture is also described in [TARCH]. Apthorp & Douglass Expires 26 April 2023 [Page 6] Internet-Draft iCalendar tasks October 2022 Task +-------+ Trigger | +---------------------V---------------------+ +-----------+ | Task Generating System | | | | +-------------------------+ | | | | | O | | | | | | /|\ | | | | | | / \ | | | | | | Task Organizer | <----> | | +-^--------^--------------+ | | | | | | | | | | +--------V-+ +----V-----+ +----------+ | | | | | Task | | Process | | Task | | | | | |Assignment| | Logic <----> Domain | | | | | | Rules | | | | Data | | | | | +----------+ +----------+ +----------+ | | | | | | | +------^----------+-----^-------------------+ | | | | | | | Availability Task Task | | | | Status | | | | | | | +------v----------v-----+-------------------+ | | | Calendar and Scheduling System | | Directory | | +---------+ +---------+ | | Service | | | | | Task | <----> | | |Schedule | | Lists | | | | | | | | | | | | | +---------+ +---------+ Server | | | +-------------------------------------------+ | | | Client | | | | +----------------------+ +-----------+ | | | | | Calendar | | Task | | | | | | User Agent +----> Specific | <----> | | | | |Application| | | | | +----------------------+ +-----------+ | | | | | | | +-----^---------^--------+---------+--------+ | | | | | | | | +-----V---------V--------V---------V--------+ | | | Task Actors | | | | O O O O | | | | /|\ /|\ /|\ /|\ +----> | | / \ / \ / \ / \ | | | | Candidate(s) Observer(s) | | | | Assignee(s) Resource(s) | | | +-------------------------------------------+ +-----------+ Apthorp & Douglass Expires 26 April 2023 [Page 7] Internet-Draft iCalendar tasks October 2022 4. Task Architecture Elements The following logical elements form the task architecture that this specification is based on: Task Actors Various calendar users that may be involved in the monitoring or performing of a task. The set of actors includes: Organizers, Observers, Resources, Assignees, and Candidates. Task Organizer The Organizer of a task. Task Domain Data This is any domain specific data that may be acted on or provides context to it in performing a task. Task Specific Application A task specific application renders the data concerning the task (including task domain data) for presentation and manipulation by a task actor. Process Logic Determines under what conditions a task (or tasks) is generated and the actions to take on completion, or some other status event occurring (or not) on the task. Task Trigger This is some event that gives rise to the generation of a task according to Process Logic. Task triggers can come from many different sources including, for example; a task being requested through the calendaring system, a status change in the progression of a business process being managed by a business process management or ERP system. Task Assignment Rules Govern how actors are assigned to a task. A range of different assignment patterns [WfRP] may be considered, including the two general cases: 1. Delegation to a named actor or group of actors 2. Advertising to a pool of actors for self-selection In either case the assignment may be made based on a variety of criteria including, name, availability, skills, capacity, etc. Task Generating System A system that creates and assigns tasks in Apthorp & Douglass Expires 26 April 2023 [Page 8] Internet-Draft iCalendar tasks October 2022 response to some initiating event (task trigger). Task creation is according to Process Logic with task assignment determined by Task Assignment Rules. This system also tracks the status of tasks and will initiate further actions based upon the status. A task generating system can take many forms, for example; Business Process Management System, Project Management System, Bug Tracking System, Building Control System. A Task Generating System may also be a human. In iCalendar terms the Task Generating System is the organizer. Human Task Generation Task creation, assignment and tracking coordinated by a human organizer is a special case of a task generating system. In this case Task Assignment Rules and Process Logic may be either explicit or tacit. Directory Service A software system that stores and provides access to information providing details of task actors that may participate or be interested in a task. Calendar and Scheduling System A software system that stores, publishes and synchronizes calendar data such as events, tasks and journal entries for actors. In the context of tasks this includes schedules (i.e. allocated time and availability to perform tasks) and task lists. A calendar and scheduling system typically consists of server and client software components. It is not within the scope of this document to specify how Process Logic or Task Assignment Rules are codified. Such logic and rules may be codified in a variety of ways, including traditional programming languages (e.g. C++, Java) or process modelling languages (e.g. BPMN [BPMN]). 5. Architecture Foundations The key standards that enable interoperability between the logical elements of the architecture are the Internet Calendaring and Scheduling Core Object Specification (iCalendar) [RFC5545] and associated protocols. Task and task status are represented by the iCalendar "VTODO" component. Protocols include, in particular, the iCalendar Transport-Independent Interoperability Protocol (iTIP) [RFC5546] for task assignment and scheduling, and Calendaring Extensions to WebDAV (CalDAV) [RFC4791] for client server communication. Apthorp & Douglass Expires 26 April 2023 [Page 9] Internet-Draft iCalendar tasks October 2022 Additionally, this specification uses definitions from Support for iCalendar Relationships [I-D.ietf-calext-ical-relations]. The LINK, REFID, RELATED-TO and CONCEPT properties enable context and a rich set of relationships between tasks and other iCalendar components to be specified. 6. Task Extensions In order to support the task architecture described in Section 3, this document defines a number of extensions to the current iCalendar standards in the areas of: Task Specification improved ability to specify domain specific tasks Task Deadlines, Milestones and Time Planning clarification of deadlines and extension for task duration to support task time planning Task Scheduling and Assignment ensure support for common pattens of scheduling and assigning tasks Task Status Tracking improved granularity in status tracking information and alerting task actors to pending or actual task status changes These extensions are supported mainly by additions to the properties and parameters used within the "VTODO" component. 7. Task Specification The specification of tasks must be semantically explicit in order for them to be managed within the context of a business process or project, and be understood by both humans and IT systems. The current VTODO component only provides for simple ad-hoc tasks or 'to do' lists, and is therefore extended by this specification as follows: Task type explicitly what type of task is to be performed is identified. Task context and relationships how a specific task relates to other tasks and other objects that need to be understood for the effective execution of a task. Task specific data the form and content of domain data provided as input to a task and/or that may be output from a task. Organizer and attendee recognizes that a task organizer or attendee Apthorp & Douglass Expires 26 April 2023 [Page 10] Internet-Draft iCalendar tasks October 2022 can be an automated system. 7.1. CONCEPT for task type identification The CONCEPT property is used to identify the type of task, for example; CONCEPT:http://example.com/task/delivery 7.2. Task Context and Relationships The LINK property specifies a link to external information, which may be context to the task. For example: LINK;REL=SOURCE:http://example.com/package/1234567890 LINK;REL=describedby:mid:752142.1414823874.307E5@mx123.example.com The external information may be data to be manipulated in performing the task. See section 3.1.3 Task Domain Data Handling. REFID is used to identify a key allowing the association of tasks that are related to the same object and retrieval of a task based on this key. This may be, for example, to identify the tasks associated with a given project without having to communicate the task structure of the project, or all tasks associated to a specific package. REFID:Manhattan REFID:1234567890 Extensions [Doug114] to the RELATED-TO property allow temporal relationships between tasks as found in project management to be specified as well as parent/child relationships and dependencies (DEPENDS-ON). Tasks (VTODOs) may also be related to other calendar components; for example to a VEVENT to block time to perform a task. 7.3. Task Domain Data Handling Provide support for task specific input and output data (including updates) beyond the standard iCalendar properties. It is envisaged that standard calendar user agents will be able to launch task specific applications by passing task specific data. The LINK property can be used to 'attach' the domain specific data to the task. For example, it might be a URI pointing to a web page where the status of the task can be directly manipulated. Apthorp & Douglass Expires 26 April 2023 [Page 11] Internet-Draft iCalendar tasks October 2022 LINK;REL="vacation-system";VALUE=URI:http://example.com/ vacation-approval?id=1234 Or it might be used for attachments specific to the task, for example an electronic copy of a signature taken to confirm delivery of a package. LINK;REL="electronic-signature";VALUE=URI:http://example.com/ delivery/sig1234.jpg 8. Task Deadlines, Milestones and Time Planning Deadlines for starting and finishing a task are defined by the DTSTART, DUE and DURATION properties. DTSTART represents the earliest start time for beginning work on a task. DUE, or DTSTART + DURATION represent the latest finish time for a task. Thus these properties define a "window" within which a task has to be performed. However, there is currently no way to indicate how long the task is expected to take. This document defines a new property, ESTIMATED- DURATION, to allow the estimated time that a task should take to be specified separately from the deadlines for starting and finishing a task. This supports time planning by enabling calendar user agents to display when tasks should occur and therefore allow calendar users to visualize when tasks should be performed and allocate time to them. A task that has intermediary deadlines (i.e., milestones) SHOULD be expressed by child VTODO components (i.e., sub-tasks associated with each of the milestones) in conjunction with the RELATED-TO property to relate the parent and child tasks. 9. Task Scheduling and Assignment This specification supports the two distinct models of assigning actors to tasks, i.e., 1) strictly one assignee per task or 2) task assignment to multiple assignees. In this regard one or many ATTENDEES may be specified against a task depending upon the model applied by the task organizer. In addition a number of different patterns of resource or assignee identification are anticipated. The specific Task Assignment Rules are the responsibility of the Task Organizer. Communication of task assignment or delegation to one or more actors who are allocated to a task by the organizer is directly supported by iTIP, i.e., all included ATTENDEES in an iTIP REQUEST are expected to perform the task. Apthorp & Douglass Expires 26 April 2023 [Page 12] Internet-Draft iCalendar tasks October 2022 The offering or advertising of a task to one or more (potential) actors where only one or a subset of the candidates may accept the task will be addressed by a new VPOLL mode (See Appendix B) [VPOLL]. 10. Status Reporting 10.1. Improved granularity in status reporting information This document defines a new status component that can be used to group related information about the status. This might include information on why (REASON) and when (DTSTAMP) a status has changed. In addition new status values are specified to provide for task suspension, failure and preparation. 10.2. Relating reason and comments to ATTENDEE status changes. The [RFC9073] PARTICIPANT component can be used to provide additional information about why an ATTENDEE participation status has changed. The COMMENT property can also be used to include additional human readable information about why the associated STATUS or ATTENDEE property changed. BEGIN:VSTATUS STATUS:FAILED REASON:http://example.com/reason/delivery-failed SUBSTATE:ERROR DTSTAMP:20130212T120000Z COMMENT:Breakdown END:VSTATUS ATTENDEE;PARTSTAT=FAILED:mailto:xxx@example.com ... BEGIN:PARTICIPANT CALENDAR-ADDRESS:mailto:xxx@example.com DTSTAMP:20130226T1104510Z REASON:http://example.com/reason/van-break-down COMMENT:Puncture END:PARTICIPANT 10.3. Comments associated to reasons and status changes Multiple comments and reasons may have the same status. As situations chnage further VSTATUS components can be added to provide additional information.. Apthorp & Douglass Expires 26 April 2023 [Page 13] Internet-Draft iCalendar tasks October 2022 CONCEPT:http://example.com/task/delivery BEGIN:VSTATUS STATUS:FAILED SUBSTATE:ERROR DTSTAMP:20220212T104900Z COMMENT:Out of time END:VSTATUS BEGIN:VSTATUS STATUS:FAILED COMMENT:Traffic Accident on E44 REASON:http://example.com/reason/traffic DTSTAMP:20220212T110451Z END:VSTATUS BEGIN:VSTATUS STATUS:FAILED COMMENT:Arrived after office hours REASON:http://example.com/reason/closed DTSTAMP:20220212T180451Z END:VSTATUS 10.4. Task Alerts and Notifications Different needs to alert or notify task actors of pending or actual task status changes are recognized: Alarms Alarms (VLARM components) operate in the calendar user agent space to notify the task actor of a pending task state for a task they are assigned to or are interested in. Note: there is no constraint in the current standards on the propagation of alarms specified on calendar objects by organizers to individual attendees. Escalations An escalation or notification to the ATTENDEE, ORGANIZER, or other task actor may be required if a deadline associated with a task is exceeded or for some other reason. Process Logic identifying when and who to propagate escalations to is the responsibility of the Task Generating System, e.g., a BPMS. Notifications Task actors (observers) not directly involved in performing a task but with a known interest in a given task's status can be identified by the ASSOCIATE property [Doug214] against certain components e.g. ALARM, to identify which task events the stakeholder/party is interested in. Notifications on shared calendars will allow task actors to register an interest in changes to tasks within a calendar (see Appendix A). Apthorp & Douglass Expires 26 April 2023 [Page 14] Internet-Draft iCalendar tasks October 2022 10.5. Automated Status Changes A new property, TASK-MODE, is introduced to instruct servers to apply automated operations for changing the status of a task. 11. New Parameter Values 11.1. Redefined VTODO Participant Status Participant status parameter type values are defined in Section 3.2.12 of [RFC5545]. This specification redefines that type to include the new value FAILED for VTODO iCalendar components. Format Definition This property parameter is extended by the following notation: partstat-todo /= *("FAILED") ; To-do cannot be completed Example ATTENDEE;REASON="http://example.com/reason/not-enough-time"; PARTSTAT=FAILED:mailto:jsmith@example.com 12. New Properties 12.1. Estimated Duration Property Name ESTIMATED-DURATION Purpose This property specifies the estimated positive duration of time the corresponding task will take to complete. Value Type DURATION Property Parameters IANA and non-standard property parameters can be specified on this property. Conformance This property can be specified in "VTODO" calendar components. Format Definition This property is defined by the following notation: est-duration = "ESTIMATED-DURATION" durparam ":" dur-value CRLF ;consisting of a positive duration of time. durparam = *(";" other-param) Apthorp & Douglass Expires 26 April 2023 [Page 15] Internet-Draft iCalendar tasks October 2022 Description In a "VTODO" calendar component the property MAY be used to specify the estimated duration for the to-do, with or without an explicit time window in which the event should be started and completed. When present, DTSTART and DUE/DURATION represent the window in which the task can be performed. ESTIMATED-DURATION SHOULD be passed from ORGANIZER to ATTENDEE in iTIP [RFC5546] messages. Example The following is an example of this property that specifies an interval of time of exactly one hour: ESTIMATED-DURATION:PT1H 12.2. Reason Property name REASON Purpose To indicate the reason for a change in status of a task or attendee participation status. Value Type URI Property Parameters IANA and non-standard property parameters can be specified on this property. Conformance This property can be specified in "VSTATUS" and PARTICIPANT calendar components. Format Definition This property is defined by the following notation: reason = "REASON" reasonparam ":" uri CRLF reasonparam = *(";" other-param) Description This property allows the change in status of a task or participant status to be qualified by the reason for the change with a codified reason. Typically reasons are defined within the context of the task type and therefore SHOULD include the name- space of the authority defining the task. Common reason codes are IANA registered and do not have a name-space prefix. Example REASON:http://example.com/reason/delivered-on-time REASON:out-of-office Apthorp & Douglass Expires 26 April 2023 [Page 16] Internet-Draft iCalendar tasks October 2022 12.3. Sub-State Property name SUBSTATE Purpose To provide additional granularity of task status for e.g. IN-PROCESS. Value Type TEXT Property Parameters IANA and non-standard property parameters can be specified on this property. Conformance This property can be specified in a "VSTATUS" calendar component. Format Definition This property is defined by the following notation: substate = "SUBSTATE" substateparam ":" substatevalue CRLF substateparam = *(";" other-param) substatevalue = ("OK" ; everything is fine(the default) / "ERROR" ; something is wrong (the REASON ; code explains why) / "SUSPENDED" ; waiting on some other task to ; complete or availability of a ; resource (REASON code explains ; why) / iana-token) ; Other IANA-registered type Description The sub-state property allows additional qualification and granularity of states to be recorded, in particular for the IN-PROCESS state. It allows individual sub-states to be recorded without the need to define and publish a sub-task associated with a parent task purely to track that a particular state has been reached. This property also allows parallel states to be expressed e.g. that a task has been suspended at whatever state it has reached. Example Apthorp & Douglass Expires 26 April 2023 [Page 17] Internet-Draft iCalendar tasks October 2022 BEGIN:VSTATUS STATUS:FAILED REASON:http://example.com/reason/no-one-home SUBSTATE:ERROR END:VSTATUS BEGIN:VSTATUS STATUS:IN-PROCESS REASON:http://example.com/reason/paint-drying SUBSTATE:SUSPENDED END:VSTATUS 12.4. Task Mode Property Name TASK-MODE Purpose This property specifies automatic operations that servers apply to tasks based on changes in attendee status (PARTSTAT). Value Type TEXT Property Parameters IANA and non-standard property parameters can be specified on this property. Conformance This property can be specified zero or more times in a "VTODO" calendar component. Format Definition This property is defined by the following notation: task-mode = "TASK-MODE taskmodeparam ":" taskvalue *("," taskvalue) CRLF taskvalue = "AUTOMATIC-COMPLETION" ; set STATUS completed ;if all attendees have completed / "AUTOMATIC-FAILURE" / "SERVER" / "CLIENT" / iana-token / x-name taskmodeparam = *(";" other-param) Description In a "VTODO" calendar component this property MAY be used to indicate to servers how they can automatically change the state of the task based on iTIP replies from Attendees. For example, the server can automatically set the overall task status (STATUS) to COMPLETED when every attendee has marked their own Apthorp & Douglass Expires 26 April 2023 [Page 18] Internet-Draft iCalendar tasks October 2022 status (PARTSTAT) as COMPLETED, or the server could mark the task as FAILED if its DUE date passes without it being completed. TASK-MODE processing is performed on the organizer's copy of the task. The property value is a list of one or more IANA registered tokens that defines modes to be used for the task. This specification defines three modes which are described in the following sub- sections. Examples TASK-MODE:AUTOMATIC-COMPLETION,AUTOMATIC-FAILURE TASK-MODE:SERVER TASK-MODE:AUTOMATIC-FAILURE AUTOMATIC-COMPLETION Task Mode The task mode value "AUTOMATIC- COMPLETION" indicates to the server that it can change the "VTODO" component's STATUS property value to "COMPLETED" as soon as all ATTENDEEs in the task have replied with a "PARTSTAT" parameter set to "COMPLETED". AUTOMATIC-FAILURE Task Mode The task mode value "AUTOMATIC-FAILURE" indicates to the server that it SHOULD change the "VTODO" component's STATUS property value to "FAILED" if either: * the PARTSTAT of one ATTENDEE is set to FAILED; or * the current time is past the effective due date of the component and the task has not yet been completed. Note: The effective due date is either the "DUE" property value or the combination of the "DTSTART" and "DURATION" property values. CLIENT Task Mode The task mode value "CLIENT" is an instruction to the server to honour the status set by the client. SERVER Task Mode The task mode value "SERVER" indicates to the server that it can change the "VTODO" component's STATUS property value to an appropriate value, based on implementation defined "business rules", as ATTENDEE responses are processed or as deadlines related to the task pass. The server can add this property to a "VTODO" component to indicate to the client that it will be managing the status. 13. Property Extensions and Clarifications Apthorp & Douglass Expires 26 April 2023 [Page 19] Internet-Draft iCalendar tasks October 2022 13.1. Redefined STATUS Property The Status property is defined in Section 3.8.1.11 of [RFC5545]. This specification extends that property to include new values associated with VTODO iCalendar components (See Appendix A for examples of the task state lifecycle). Format Definition The "STATUS" property parameter list is augmented as follows: statvalue-todo = / "PENDING" ;Indicates a to-do has been ;created and accepted, but has not ;yet started. / "FAILED" ;Indicates to-do has failed. ;Extended status values for ;"VTODO". Description: PENDING - A task has been created but has not yet started and is ready to start subject to other dependencies (e.g. preceding task or DTSTART). This is the default state. FAILED - task has failed and may need some follow-up from the organizer to re-schedule or cancel Example: The following is an example of this property for a "VTODO" calendar component: STATUS:FAILED 14. New Components 14.1. Status Component Component Name VSTATUS Purpose This component allows information to be associated with a status, for example comments and date stamps. Conformance This component can be specified multiple times in any appropriate calendar component. Description This component provides a way for multiple date-stamped statuses to be associated with a component such as a task or an event. Apthorp & Douglass Expires 26 April 2023 [Page 20] Internet-Draft iCalendar tasks October 2022 This compoment may also be added to the [RFC9073] PARTICIPANT component to allow participants in a task to specify their own status. Format Definition This component is defined by the following notation: statusc = "BEGIN" ":" "VSTATUS" CRLF statusprop "END" ":" "VSTATUS" CRLF statusprop = *( ; ; The following is REQUIRED, ; but MUST NOT occur more than once. ; status / ; ; The following are OPTIONAL, ; but MUST NOT occur more than once. ; description / dtstamp / reason / substate / summary ; ; The following are OPTIONAL, ; and MAY occur more than once. ; comment / styleddescription / iana-prop ; ) Examples BEGIN:VSTATUS STATUS:COMPLETED REASON: http://example.com/reason/delivered-on-time DTSTAMP:20220212T120000Z END:VSTATUS 15. CalDAV Support for Task Mode The CalDAV [RFC4791] calendar access protocol allows clients and servers to exchange iCalendar data. With the introduction of the "TASK-MODE" property in this specification, different automated task management behaviours may be delegated to the server by the Task Organizer depending upon the value of "TASK-MODE". Apthorp & Douglass Expires 26 April 2023 [Page 21] Internet-Draft iCalendar tasks October 2022 In order for a CalDAV client to know what task modes are available, a CalDAV server advertises a CALDAV:supported-task-mode-set WebDAV property on calendar home or calendar collections if it supports the use of the "TASK-MODE" property as described in this specification. The server can advertise a specific set of supported task modes by including one or more CALDAV:supported-task-mode XML elements within the CALDAV:supported-task-mode-set XML element. If no CALDAV:supported-task-mode XML elements are included in the WebDAV property, then clients can try any task mode, but need to be prepared for a failure when attempting to store the calendar data. Clients MUST NOT attempt to store iCalendar data containing "TASK- MODE" elements if the CALDAV:supported-task-mode-set WebDAV property is not advertised by the server. The server SHOULD return an HTTP 403 response with a DAV:error element containing a CALDAV:supported-task-mode XML element, if a client attempts to store iCalendar data with an "TASK-MODE" element value not supported by the server. It is possible for a "TASK-MODE" value to be present in calendar data on the server being accessed by a client that does not support the "TASK-MODE" property. It is expected that existing clients, unaware of "TASK-MODE", will fail gracefully by ignoring the calendar property. 15.1. CALDAV:supported-task-mode-set Property Name supported-task-mode-set Namespace urn:ietf:params:xml:ns:caldav Purpose Enumerates the set of supported iCalendar "TASK-MODE" element values supported by the server. Protected This property MUST be protected and SHOULD NOT be returned by a PROPFIND allprop request (as defined in Section 14.2 of [RFC4918]). Description See above. Definition Apthorp & Douglass Expires 26 April 2023 [Page 22] Internet-Draft iCalendar tasks October 2022 Example AUTOMATIC-COMPLETION AUTOMATIC-FAILURE SERVER CLIENT 16. Security Considerations This specification introduces no new security considerations beyond those identified in [RFC5545]. 17. IANA Considerations 17.1. Initialization of the Status registry This specification updates [RFC5545] by adding a Status value registry to the iCalendar Elements registry and initializing it as per [RFC5545]. +==============+=========+===============================+ | Name | Status | Reference | +==============+=========+===============================+ | CANCELLED | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | COMPLETED | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | CONFIRMED | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | DRAFT | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | FINAL | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | IN-PROCESS | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | NEEDS-ACTION | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ | TENTATIVE | Current | Section 3.8.1.11 of [RFC5545] | +--------------+---------+-------------------------------+ Table 1: Initial Status Value Registry 17.2. Update of the Status registry This specification further updates the Status registry with additional values defined in this document. Apthorp & Douglass Expires 26 April 2023 [Page 23] Internet-Draft iCalendar tasks October 2022 +=========+=========+=========================+ | Value | Status | Reference | +=========+=========+=========================+ | PENDING | Current | This Spec, Section 13.1 | +---------+---------+-------------------------+ | FAILED | Current | This Spec, Section 13.1 | +---------+---------+-------------------------+ Table 2: Updated Status Value Registry 17.3. Sub-State value registry The following table has been used to initialize the Sub-State registry. +===========+=========+=========================+ | Substate | Status | Reference | +===========+=========+=========================+ | OK | Current | This Spec, Section 12.3 | +-----------+---------+-------------------------+ | ERROR | Current | This Spec, Section 12.3 | +-----------+---------+-------------------------+ | SUSPENDED | Current | This Spec, Section 12.3 | +-----------+---------+-------------------------+ Table 3: Sub-State registry 17.4. Task Mode value registry The following table has been used to initialize the Task Mode registry. +======================+=========+=========================+ | Task Mode | Status | Reference | +======================+=========+=========================+ | AUTOMATIC-COMPLETION | Current | This Spec, Section 12.4 | +----------------------+---------+-------------------------+ | AUTOMATIC-FAILURE | Current | This Spec, Section 12.4 | +----------------------+---------+-------------------------+ | CLIENT | Current | This Spec, Section 12.4 | +----------------------+---------+-------------------------+ | SERVER | Current | This Spec, Section 12.4 | +----------------------+---------+-------------------------+ Table 4: Task Mode Value Registry Apthorp & Douglass Expires 26 April 2023 [Page 24] Internet-Draft iCalendar tasks October 2022 17.5. Participation Statuses registry The following table has been used to update the Participation Statuses registry. +========+=========+=========================+ | Value | Status | Reference | +========+=========+=========================+ | FAILED | Current | This Spec, Section 11.1 | +--------+---------+-------------------------+ Table 5: Participation Statuses Registry 17.6. Properties registry The following table has been used to update the Properties registry. +====================+=========+=========================+ | Property | Status | Reference | +====================+=========+=========================+ | ESTIMATED_DURATION | Current | This Spec, Section 12.1 | +--------------------+---------+-------------------------+ | REASON | Current | This Spec, Section 12.2 | +--------------------+---------+-------------------------+ | SUBSTATE | Current | This Spec, Section 12.3 | +--------------------+---------+-------------------------+ | STATUS | Current | This Spec, Section 13.1 | +--------------------+---------+-------------------------+ | TASK-MODE | Current | This Spec, Section 12.4 | +--------------------+---------+-------------------------+ Table 6: Updated Properties Registry 18. Normative References [RFC2119] Bradner, S., "Key words for use in RFCs to Indicate Requirement Levels", RFC 2119, RFC 2119, DOI 10.17487/RFC2119, March 1997, . [RFC4791] Daboo, C., Desruisseaux, B., and L. Dusseault, "Calendaring Extensions to WebDAV (CalDAV)", RFC 4791, RFC 4791, DOI 10.17487/RFC4791, March 2007, . Apthorp & Douglass Expires 26 April 2023 [Page 25] Internet-Draft iCalendar tasks October 2022 [RFC4918] Dusseault, L., Ed., "HTTP Extensions for Web Distributed Authoring and Versioning (WebDAV)", RFC 4918, RFC 4918, DOI 10.17487/RFC4918, June 2007, . [RFC5545] Desruisseaux, B., Ed., "Internet Calendaring and Scheduling Core Object Specification (iCalendar)", RFC 5545, RFC 5545, DOI 10.17487/RFC5545, September 2009, . [RFC5546] Daboo, C., Ed., "iCalendar Transport-Independent Interoperability Protocol (iTIP)", RFC 5546, RFC 5546, DOI 10.17487/RFC5546, December 2009, . [RFC8174] Leiba, B., "Ambiguity of Uppercase vs Lowercase in RFC 2119 Key Words", RFC 8174, RFC 8174, DOI 10.17487/RFC8174, May 2017, . [RFC9073] Douglass, M., "Event Publishing Extensions to iCalendar", RFC 9073, RFC 9073, DOI 10.17487/RFC9073, August 2021, . [I-D.ietf-calext-ical-relations] Douglass, M., "Support for iCalendar Relationships", I- D.ietf-calext-ical-relations, Work in Progress, Internet- Draft, ietf-calext-ical-relations, December 2020, . 19. Informative References [BPMN] "Business Process Model and Notation", OMG BPMN 2.0.2, January 2014, . [TARCH] "Apthorp, A., Daboo, C., Douglass, M., CalConnect, Task Architecture V1.0,", CalConnect Task Architecture V1.0. [EDISTS] "UN Economic Commission for Europe, UN/EDIFACT, D14.A, STS STATUS, April 30, 2014,http://www.unece.org/fileadmin/DAM/trade/untdid/d14a/ trsd/trsdsts.htm", UN/EDIFACT, D14.A. [WfRP] "Russell, N., ter Hofstede, A.H.M., Edmond, T., van der Aalst,W.M.P., Workflow Resource Patterns, Eindhoven University of Technology, 2004,", WfRP. Apthorp & Douglass Expires 26 April 2023 [Page 26] Internet-Draft iCalendar tasks October 2022 [WSCal] "Considine, T., Douglass, M., WS-Calendar Version 1.0, OASIS, 30 July 2011,", OASIS WS-Calendar V1.0. [WSHT] "Ings, D., Clement, L., Koenig, D., Mehta, V., Mueller, R., Rangaswamy, R., Rowley, M., Trickovic, I., Web Services - Human Task Version 1.1 (WS-HumanTask), OASIS, 17 August 2010,", OASIS WS-HT V1.1. Appendix A. Examples of Task State Lifecycle A.1. Simple Case Status Change +===+==============+==============+===========================+ | | STATUS | PARTSTAT | Action | +===+==============+==============+===========================+ | 1 | - | - | Organizer draft | +---+--------------+--------------+---------------------------+ | 2 | NEEDS-ACTION | NEEDS-ACTION | Organizer sends iTIP | | | | | request | +---+--------------+--------------+---------------------------+ | 3 | NEEDS-ACTION | ACCEPTED | Attendee reply | +---+--------------+--------------+---------------------------+ | 4 | PENDING | ACCEPTED | Task accepted but waiting | | | | | on some "trigger" to | | | | | start (e.g. another task | | | | | has to finish first) | +---+--------------+--------------+---------------------------+ | 5 | IN-PROCESS | IN-PROCESS | Attendee reply now | | | | | working on the task | +---+--------------+--------------+---------------------------+ | 6 | IN-PROCESS | COMPLETED | Attendee reply completed | +---+--------------+--------------+---------------------------+ | 7 | COMPLETED | COMPLETED | Organizer changes overall | | | | | state | +---+--------------+--------------+---------------------------+ Table 7: Example of status changes in assigning and performing a task with one attendee. A.2. Example for multiple Attendees Example of status changes in assigning and performing a task with two attendees (A1 and A2). Apthorp & Douglass Expires 26 April 2023 [Page 27] Internet-Draft iCalendar tasks October 2022 +====+==============+==============+==============+================+ | | STATUS | PARTSTAT | PARTSTAT | Action | | | | (A1) | (A2) | | +====+==============+==============+==============+================+ | 1 | - | - | - | Organizer | | | | | | draft. | +----+--------------+--------------+--------------+----------------+ | 2 | NEEDS-ACTION | NEEDS-ACTION | NEEDS-ACTION | Organizer | | | | | | sends iTIP | | | | | | request. | +----+--------------+--------------+--------------+----------------+ | 4 | NEEDS-ACTION | ACCEPTED | NEEDS-ACTION | Attendee 1 | | | | | | reply. | +----+--------------+--------------+--------------+----------------+ | 5 | NEEDS-ACTION | ACCEPTED | ACCEPTED | Attendee 2 | | | | | | reply. | +----+--------------+--------------+--------------+----------------+ | 6 | PENDING | ACCEPTED | ACCEPTED | Task accepted | | | | | | but waiting on | | | | | | some"trigger" | | | | | | to start (e.g. | | | | | | another task | | | | | | has to finish | | | | | | first) | +----+--------------+--------------+--------------+----------------+ | 7 | IN-PROCESS | ACCEPTED | IN-PROCESS | Attendee 2 | | | | | | reply now | | | | | | working on the | | | | | | task. | +----+--------------+--------------+--------------+----------------+ | 8 | IN-PROCESS | IN-PROCESS | IN-PROCESS | Attendee 1 | | | | | | reply now | | | | | | working on the | | | | | | task. | +----+--------------+--------------+--------------+----------------+ | 9 | IN-PROCESS | COMPLETED | IN-PROCESS | Attendee 1 | | | | | | reply | | | | | | Completed | | | | | | (overall | | | | | | status still | | | | | | IN-PROCESS). | +----+--------------+--------------+--------------+----------------+ | 10 | IN-PROCESS | COMPLETED | COMPLETED | Attendee 2 | | | | | | reply | | | | | | Completed | +----+--------------+--------------+--------------+----------------+ | 11 | COMPLETED | COMPLETED | COMPLETED | Organizer | | | | | | changes | Apthorp & Douglass Expires 26 April 2023 [Page 28] Internet-Draft iCalendar tasks October 2022 | | | | | overall state | | | | | | once both | | | | | | attendees are | | | | | | finished. | +----+--------------+--------------+--------------+----------------+ Table 8: Example for multiple Attendees Note: The logic for determining the status change to the VTODO is determined by the task organizer based on the ATTENDEE status and other business logic. A.3. Example of Failure Example of status changes for a task that fails. +===+==============+==============+==============================+ | | STATUS | PARTSTAT | Action | +===+==============+==============+==============================+ | 1 | - | - | Organizer draft | +---+--------------+--------------+------------------------------+ | 2 | NEEDS-ACTION | NEEDS-ACTION | Organizer sends iTIP request | +---+--------------+--------------+------------------------------+ | 3 | NEEDS-ACTION | ACCEPTED | Attendee reply | +---+--------------+--------------+------------------------------+ | 4 | IN-PROCESS | IN-PROCESS | Attendee reply now working | | | | | on the task | +---+--------------+--------------+------------------------------+ | 5 | IN-PROCESS | FAILED | Attendee reply task failed | +---+--------------+--------------+------------------------------+ | 6 | FAILED | FAILED | Organizer changes overall | | | | | state | +---+--------------+--------------+------------------------------+ Table 9: Example of Failure Appendix B. Change log V02. 2021-05-05 MD * Redo in asciidoc * Change STRUCTURED-CATEGORY to CONCEPT * Add GROUP parameter definition V01. 2015-08-23 AA Apthorp & Douglass Expires 26 April 2023 [Page 29] Internet-Draft iCalendar tasks October 2022 * Highlighted use of ESTIMATED-DURATION for time planning. * Corrected PARTSTAT example section 5.1. Changed DECLINED to FAILED. * Replaced Task Mode AUTOMATIC-STATUS with CLIENT and SERVER modes. Also, clarified that task mode processing is only done on the organizer's copy. * Clarified responsibility for setting MODIFIED. * CalDAV support added. * Updated normative references. Appendix C. Working Notes C.1. Advertising tasks Use VPOLL for advertising a task to a pool of possible ATTENDEEs and then select the respondent to assign one or more assignees. Introduce POLL-MODE:ASSIGNMENT Need to indicate number of assignees required. Potentially different types of response e.g. ACCEPT or DECLINE, or a weighting e.g. 0 - 100 Take into FREEBUSY discussion. C.2. Subscribing to task updates Stakeholders should have the ability to subscribe to categories / types of tasks on an ongoing basis. Reference calendarserver.org notifications draft Authors' Addresses Adrian Apthorp DHL Express Fritz-Erler-Str. 5 Bonn Germany Email: adrian.apthorp@dhl.com Apthorp & Douglass Expires 26 April 2023 [Page 30] Internet-Draft iCalendar tasks October 2022 Michael Douglass Bedework Commercial Services 226 3rd Street Troy, NY United States of America Email: mdouglass@bedework.com Apthorp & Douglass Expires 26 April 2023 [Page 31]