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Task Settings

Configure task module preferences and customize behavior.

Note: The Settings section is only visible if your role has the required permissions (capability-gated).

Accessing Task Settings​

  1. Go to Tasks → Settings
  2. View configuration options

General Settings​

Priority Levels​

Define the priority levels available for tasks:

  1. View existing priorities
  2. Add new priorities
  3. Reorder priorities
  4. Assign colors

Feedback Permissions​

Control feedback functionality:

  • Allow Feedback: Enable/disable feedback on tasks
  • Feedback Categories: Define categories for feedback (e.g., "Design", "Quality", "Speed")

Sharing Permissions​

Control external visibility:

  • Allow Other Workspaces: Enable sharing tasks with other workspaces
  • Shared Workspaces: Manage which workspaces can view tasks

Departments​

Organize tasks by department for better tracking and filtering.

Managing Departments​

  1. Go to Tasks → Settings → Departments
  2. View existing departments
  3. Keep department lists up to date
  4. Departments can be assigned to tasks to categorize work

Teams​

Group users into teams for easier task assignment.

Managing Teams​

  1. Go to Tasks → Settings → Teams
  2. Create and manage teams
  3. Add members to teams
  4. Assign tasks to teams to distribute work

Assignment Roles​

Define abstract roles for task assignments (e.g., "Project Manager", "Site Supervisor").

Managing Roles​

  1. Go to Tasks → Settings → Assignment Roles
  2. Create roles that can be used in Task Catalogs
  3. Map these roles to specific users when applying catalogs to projects

Custom Fields​

Create custom metadata fields for your tasks:

  1. Go to Tasks → Settings → Custom Fields
  2. Use the builder to add new sections and fields
  3. Configure field types (Text, Dropdown, Numeric, etc.)
  4. Custom fields will appear in the task details

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