The form for creating a Task contains required and optional fields of various types; required fields are marked with a dot next to the field name. The form’s content adapts to the settings of the Tasks module and the user’s permissions, and access to some fields may be restricted. When creating a task, only the basic fields are displayed; additional fields become available after saving the record. This chapter briefly explains the purpose of each field, which is used to enter key information about the task, its dependencies, deadlines, and responsible persons.
Basic Information
- Task Name – enter the name under which the task will appear in lists.
- Type – select the task type from the list defined in Global Settings → Tasks. If necessary, you can create your own types.
- Status – this field becomes available after saving the task. For more information, see the chapter Working with a task.
- Link to – a task can be standalone (it must always be linked to a company) or linked to another entity in the system. Available link options include:
- Deal – If the Deals module is enabled, a field for selecting an deal will appear. Tasks created directly from an deal are automatically linked to that deal. After selecting a specific deal, the “” button becomes available in the form. “” offers two options:
- “” – opens a window with detailed information about the deal (without the option to edit).
- View and edit – opens the deal details with the option to edit individual fields.
- Request – If the Requests module is enabled, a field for selecting a request will appear. Tasks created directly from a request are automatically linked to that request. After selecting it, the View button becomes available with the same options as for an deal:
- View Preview – opens a preview of the request.
- View and Edit – opens the request details with editing options.
- Project Deal – If the Project Deals module is enabled, a field for selecting a project deal will appear. Tasks created directly from a project deal are automatically linked to that deal. After selecting it, the View button becomes available with the same options as for other entities:
- View Preview – opens a preview of the project deal.
- View and Edit – opens the project deal details with editing options.
- Company – A field for selecting a company from the company directory appears. After selecting a specific company, the “Display” button is activated with the following options:
- View Preview – opens a preview of the company details.
- View and Edit – opens the company details with editing options.
- Deal – If the Deals module is enabled, a field for selecting an deal will appear. Tasks created directly from an deal are automatically linked to that deal. After selecting a specific deal, the “” button becomes available in the form. “” offers two options:
- Location – If linked to an deal or request, the field displays the locations assigned to the customer specified in that deal or request. When linked to a company, the locations assigned to that specific company are displayed
- Percent complete – determination of the task’s completion percentage
- Assignee – the user responsible for resolving the task
- Co-assignees – option to assign additional users who will be notified about the task and can participate in solving it
- Menu (item) – displays a link to a specific line from the menu that is the subject of this task
- Complete from – the date and time from which the task can be started
- Due by – the date and time by which the task must be completed
- All-day task – switching the toggle to the on position marks the task as an all-day task. In this case, the “Due by” field is hidden
- Description– description or content of the task
- Tags – option to assign tags (keywords) to the task for easier sorting and searching