Tasks module settings

List of paragraphs:

• Tasks templates
• Tasks sets
• Tasks goals
• Tasks types
• Task status
• Task notifications
• Other settings

Tasks settings are reached in Setup -> Tasks.

Tasks templates

Tasks templates provides possibility to use created templates.

1

In order to create task template, select Setup -> Tasks -> Tasks templates. Press New task template.

2

Describe task and press  Save.

3

Edit template by using Actions:

Tasks sets

Create task set by combining several templates.

1

To create task set, choose Setup -> Tasks -> Tasks sets. Click New tasks collection:

2

Enter name and select tasks templates.

3

Press Save.

4

To edit or delete tasks set, use Actions:

Tasks goals

When creating a task, enter task goal:

1

To add more values for task goal, choose Setup -> Tasks -> Tasks goals.

2

Click New value:

3

Enter details and Save.

4

Choose a default value.

5

If you do not need the value anymore, but you wish to keep history related to it, mark the value inactive.

6

To edit or delete value, use Actions:

Tasks types

Tasks can be categorized according to type.

1

To adjust Task type values, use Setup -> Tasks -> Types.

2

Click New value:

3

Enter details. You can enter task start and deadline reminders for each task type separately:

4

Save.

5

Choose a default value.

6

If you do not need the value anymore, but you wish to keep history related to it, mark the value inactive.

7

To edit or delete value, use Actions:

Task status 

You can create more task statuses to manage tasks. 

1

Click Setup > Tasks > Task status. Select New value.

2

Add Name, Colour, Order and press Save. 

3

Select which status to show in Kan ban.

4

Edit or delete status by using Actions menu:

Task notifications 

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

1

Select Setup > Tasks > Task notifications and press  New record.

2

Select status - when task is changed to this status, a notification will appear. Indicate to which type of tasks this notification should be shown. Write the message.

3

Save.

Other settings

More settings can be found in Setup -> Settings -> Tasks. Indicate:

•          Kan ban rows per status;
•          Who can see tasks;
•          If task can be commented only during the first hour;
•          Auto assign task creator;
•           Stop timers when starting new timer;
•          Change task status to In progress on timer started;
•          Request to enter comments if status is Finished or Cancelled;
•          Allow all day event;
•          Automatically set task duration in minutes;
•          Choose default priority.