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Access Settings

Navigate to Settings > Tasks to configure task-related options: ![Task Settings Page] Screenshot showing the main task settings interface

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Status Configuration

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Managing Task Statuses

Configure available task statuses:
  1. Create Status:
    • Label and description
    • Color coding
    • Stage assignment
    • Order in workflow
  2. Edit Status:
    • Update properties
    • Modify transitions
    • Change automation
    • Adjust permissions
  3. Delete Status:
    • Remove unused statuses
    • Handle existing tasks
    • Update workflows
![Status Management] Screenshot of the status management interface

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Templates

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Task Templates

Create and manage templates:
  • Standard templates
  • Team templates
  • Project templates
  • Custom templates

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Template Properties

Configure template settings:
  • Default fields
  • Required fields
  • Automation rules
  • Team assignments
  • Dependencies
![Template Configuration] Screenshot showing template creation and editing

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Field Configuration

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Custom Fields

Add organization-specific fields:
  • Text fields
  • Number fields
  • Date fields
  • Selection fields
  • User fields
  • Custom types

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Field Properties

Configure field settings:
  • Field type
  • Default value
  • Validation rules
  • Required status
  • Visibility rules
![Custom Fields] Screenshot of custom field configuration

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Automation Settings

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Workflow Rules

Configure automated actions:
  1. Triggers:
    • Status changes
    • Priority updates
    • Due date changes
    • Assignment changes
    • Custom events
  2. Actions:
    • Update fields
    • Send notifications
    • Create tasks
    • Update related items
    • External integrations
![Workflow Automation] Screenshot of workflow automation settings

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Team Settings

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Access Control

Configure team permissions:
  • View permissions
  • Edit permissions
  • Delete permissions
  • Assignment rules
  • Template access

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Team Organization

Set up team structure:
  • Team hierarchy
  • User groups
  • Role definitions
  • Access levels
  • Collaboration rules
![Team Configuration] Screenshot showing team and permission settings

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Integration Settings

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External Systems

Configure integrations with:
  • Project management tools
  • Communication platforms
  • Calendar systems
  • Document storage
  • Custom applications

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API Configuration

Manage API settings:
  • Authentication
  • Rate limits
  • Webhooks
  • Custom endpoints
  • Data mapping
![Integration Settings] Screenshot of integration configuration

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Notification Settings

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Email Notifications

Configure email alerts for:
  • Task creation
  • Status changes
  • Comments
  • Due dates
  • Assignments
  • Mentions

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System Notifications

Set up in-app notifications:
  • Priority levels
  • Delivery methods
  • Frequency rules
  • Custom triggers
  • Team alerts
![Notification Configuration] Screenshot showing notification settings

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View Settings

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List View

Configure list display:
  • Column selection
  • Default sorting
  • Grouping options
  • Filter presets
  • Custom views

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Board View

Configure Kanban boards:
  • Column layout
  • Card design
  • Swimlanes
  • WIP limits
  • Visual indicators

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Calendar View

Configure calendar display:
  • Time scale
  • Default view
  • Color coding
  • Event display
  • Resource view
![View Configuration] Screenshot showing view customization options

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Analytics Settings

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Metrics

Configure tracking for:
  • Completion rates
  • Time tracking
  • Team performance
  • Quality metrics
  • Custom KPIs

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Reports

Set up reporting:
  • Standard reports
  • Custom reports
  • Dashboards
  • Export options
  • Scheduling
![Analytics Settings] Screenshot of analytics and reporting configuration

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Best Practices

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1. Status Configuration

  • Use clear names
  • Logical workflow
  • Consistent colors
  • Clear transitions
  • Regular review

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2. Template Management

  • Standardize common tasks
  • Regular updates
  • Team feedback
  • Clear documentation
  • Version control

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3. Field Organization

  • Logical grouping
  • Clear labels
  • Helpful hints
  • Validation rules
  • Regular cleanup

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4. Automation Rules

  • Start simple
  • Test thoroughly
  • Document rules
  • Monitor performance
  • Regular review

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5. Security

  • Role-based access
  • Regular audits
  • Secure integrations
  • Data protection
  • Compliance checks
For information about working with tasks, see Working with Tasks.