Task Settings
Task Settings controls the deadline reminders for tasks, the default board status and board length, whether a project is required on a task, and which fields and sections appear on the task form and task detail view. Task boards themselves (the columns/statuses tasks move through) are managed separately on the Task Board page.
This tab only appears when the Tasks module is enabled for your company and your role has the right permission. The whole page is a single form with a Save button at the bottom.
Reminder and defaults
The top section sets the deadline reminders, whether a project must be chosen on a task, the default status for new tasks, and how many tasks load per board column.
How to set it up:
- Open Settings sidebar > Task Settings.
- Set the pre- and post-deadline reminder days.
- Choose whether to send a reminder on the deadline day.
- Choose whether a project is required on every task.
- Pick the default task status and the board default length.
- Click Save.
| Field | What it does |
|---|---|
| Pre Deadline Reminder | Number of days before the due date to send a reminder. |
| Post Deadline Reminder | Number of days after the due date to send a reminder. |
| On Deadline Reminder | Yes/No: send a reminder on the due date itself. |
| Is Project Required | Yes/No: whether a project must be selected when creating a task. |
| Status (default task status) | The board column/status new tasks start in. The list is drawn from your task board columns. |
| Taskboard Default Length | How many tasks load in each board column at a time. |
Task form and detail fields
The lower section is a set of checkboxes that turn task form fields and task-detail sections on or off. Turning one off hides that field or section from the task experience. Check the ones you want visible and click Save.
| Field | What it does |
|---|---|
| Task Category | Shows the task category field. |
| Project | Shows the project field on the task. |
| Start Date | Shows the task start date field. |
| Due Date | Shows the task due date field. |
| Assign To | Shows the assignee field. |
| Description | Shows the task description field. |
| Label | Shows the task label field. |
| Assign By | Shows who assigned the task. |
| Status | Shows the task status field. |
| Priority | Shows the task priority field. |
| Make Private | Shows the make-private option on the task. |
| Set Time Estimate | Shows the time estimate field. |
| Comment | Shows the comments section. |
| Add File | Shows the files section. |
| Sub Task | Shows the sub-tasks section. |
| Time Logs | Shows the time logs section. |
| Note | Shows the notes section. |
| History | Shows the task history section. |
| Hours Logged | Shows the hours logged section. |
| Custom Fields | Shows custom fields on the task. |
| Copy Task Link | Shows the copy-task-link option. |
Task boards (columns and statuses)
The statuses that appear in the "Status (default task status)" dropdown above come from your task board columns. Boards and their columns are created and managed on the Task Board page, not on this settings page. A board groups a set of columns (statuses) that tasks move between, and one board is always the company default.
How to add a board (from the Task Board page):
- Open the Task Board page and choose to add a new board.
- Enter a Board Name and pick a label colour.
- Click Save. A new board is created with a set of starter columns.
You can also create a board from a prebuilt template, in which case the template's stages become the board's columns. Each board can be made the default; the default board cannot be deleted, and deleting any other board moves its tasks back to the company default status.
| Field | What it does |
|---|---|
| Board Name | The name of the task board. |
| Label Color | The colour used to identify the board. |
Permission
Access to Task Settings is controlled by the manage_task_setting permission, which must be set to "all", and the Tasks module must be enabled for your company. If either condition is not met, the page returns a 403 (access denied). Managing task boards and their columns additionally requires the add_status permission set to "all" (and the Tasks module enabled).
Tips
- Set the default task status to the column where new tasks should begin (often the first "to do" type column).
- Turn off task form fields you do not use to keep the task form short and focused for your team.
- "Is Project Required" is useful if every task in your company should always belong to a project; leave it No for ad-hoc tasks.
- The Taskboard Default Length affects how many tasks load per column; lower it if boards feel slow on large projects.
- You cannot delete the default board. Make another board the default first, then delete the old one.
- Creating a board from a template is the fastest way to get a ready-made set of columns.
- If you do not see this page, the Tasks module or the required permission is missing.