Tasks module settings

• Task types
• Task goals
• Task statuses
• Task templates
• Task sets
• Task notifications
• Other settings

The tasks settings allows you to shape the system in accordance with your needs to optimize the work with the system.

Task types

When creating a new task, you can select the task type:

1. To add new type selections, go to Setup - Tasks - Types - New record:

2. Enter the new type name, the color, order number in the list. You can also add the automatic duration for the type - the system will set the end date accordingly. You may also specify the settings for the reminders of the task (e.g. to get a reminder X hours before the start date of the task). Fill the fields and save record.

3. You can set the default value for the type.

4. If the task type is not in use but you do not want to delete the record, just turn off its activity, then you will no longer see it in the options when creating a new task.

5. To edit or delete records, select the options under the Actions column.

Task goals

When creating a new task, select what is the goal for this task.

1. To add new values, go to Setup - Tasks - Goals - New record:

2. Fill the information fields and save changes.

3. Set the default value.

4. If the task goal is not in use but you do not want to delete the record, just turn off its activity, then you will no longer see it in the options when creating a new task.

5. To edit or delete records, select the options under the Actions column.

Task statuses

The task progress is measured by its status.

1. To add new status to the selection, go to Setup - Tasks - Statuses - New record.

2. In the same list, you can select which of the statuses should be shown in the Kanban.

3. To edit or delete records, select the options under the Actions column.

Tasks templates

Tasks templates provides possibility to use created templates.

1. To create a new template, go to Setup - Tasks - Templates - New record.

2. Fill the information fields and save the template.

3. To edit or delete the template, select the options under the Actions column.

Tasks sets

Create task set by combining several templates.

1. To create a new task set, go to Setup - Tasks - New record.

2. Specify the set name and assign the task templates.

3. To edit or delete the set, select the options under the Actions column.

Task notifications 

Create task notifications that will be shown after task status is changed. You can relate them to task types.

1. To add new value, go to Setup - Tasks - Notifications - New record.

2. Specify the task status and type, enter the notification message and save.

Other settings

More settings can be found in Setup - Settings - Tasks. Here you can indicate:

• Kanban rows per status;
• Limit the access to view project and object tasks;
• Allow limited commenting on the task;
• Auto assign task creator;
• Stop timers when starting new timer;
• Change task status to In progress on timer start;
• Request to enter comments if status is Finished or Cancelled;
• Allow all day event;
• Automatically set task duration in minutes;
• Choose default priority.