Task configuration

As soon as you enable the task management for an entity type you can start configuring your tasks via Settings > Entity Configuration > select respective entity type > Task Configuration. You have the following configuration possibilities:

  • Field configuration
  • View configuration
  • Form configuration
  • General configuration

Field configuration

Every task object comes with the basic attributes:

  • Title
  • Description
  • Status
  • Priority
  • Due date
  • Assignee
  • Workflow step (see dependency below)

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Similar to the field configuration of entity types, you can edit existing fields and add new fields for the task object.

View configuration

Similar to the view configuration of entity types, you can adjust the position and order of the configured fields. The task objects do not have a dedicated profile page the way elements do, but are displayed in the task preview.

Form configuration

Similar to the form configuration of entity types, you can adjust the position and order of the configured fields on the create and edit form of your tasks.

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General configuration

Within the general configuration, you can define the default columns of the task board as well as rename tasks. You can use activities, deliverables, or action items as an alternative to tasks.

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