Tasks module settings

List of paragraphs:

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 -> Modules picklists -> 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.

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