The module settings allow you to customize task management to suit your organization’s needs and simplify task tracking and monitoring. In the settings, you can enable or disable the module, require users to select a task type, define task types and statuses, and adjust their order and availability
General Settings
- Enable the Tasks module – switching the toggle to the “On” position
will make the Tasks module and additional options in the settings available. - Enable location selection – after clicking to edit a task, a “Location” field will be added to the user fields to specify the exact location where the task will be performed.
- Option to quickly end a task – when enabled, a button will appear in the bottom right corner of the task row in the task list End Task to immediately end the task
- Followers – disabled/optional/required –
Task code
- Custom codes – used to uniquely identify a task; enabling the “Custom codes” feature displays options for configuring the composition of the task code. You can compose a code from a constant, and you can also add items such as number, year, project code, project deal code, request code, or deal code.
In the Code Scheme, you can add items using the button . After selection, individual code components can be moved using the cursor to change their order. You can also
remove an item from the scheme. The button
allows you to reset the configured code.
Types of tasks
Task types are used to categorize tasks.
- Task type selection – disabled/optional/required – allows you to assign a type to tasks that is defined according to the user’s needs. If the optional/required option is selected, the option to select a second-level type – disabled/optional/required – becomes available, and the second level can also be configured.
To add a new task type, click + Add. Enter the type name in the languages you use. You can only delete a row before saving the settings by clicking next to the entry. After saving, you can only disable unused types by setting the toggle to the off position
. You can reorder the rows by dragging the row by the
icon.
Task Status
The task status indicates the current phase of the task.
You can add new statuses to the predefined task statuses by clicking the + Add button. You can only delete a row before saving the settings by clicking next to the entry. After saving, you can only disable unused statuses by setting the toggle to the off position
. Predefined statuses cannot be disabled or deleted. You can reorder the statuses in use by dragging the row by the
icon.
To apply the changes, click Save in the lower-right corner, or click the Back button if you do not want to save the changes.