Task Settings

Admins can configure the settings for the Tasks feature

What are Task Settings?

Task Settings allows you to manage and customize settings related to tasks in the system, including:

• Creating and editing task statuses.

• Selecting a default status when creating new tasks.

• Customizing colors for each status.

• Managing Sample Briefs for task requests.

Why use Task Settings?

• Standardize workflows: Ensure all tasks are categorized and assigned statuses that align with your company’s workflow, making it easier to track and report progress.

• Improve visual clarity: Status colors allow users to quickly recognize the state of a task.

• Save time: Default statuses and sample briefs shorten the process of creating new tasks

How to configure Task Settings?

⚠️ User Right Required: User must have the permission: “Is Client Admin - User can manage the Client Profile”.

🔹 Step 1: Navigate to Task Settings

• Go to: Client Profile → Settings tab → Task Settings

🔹 Step 2: Task Settings

1. Status Options

• Enter task statuses:

  • Enter the desired status names for tasks on the Tasks page.

  • If left blank, the system will use the default statuses.

• Reorder statuses:

  • Click and drag (drag & drop) statuses to arrange them in the desired order.

• Customize status colors:

  • Click the current status color and choose a new one to make it visually distinctive.

• Select the default status:

  • Choose a status to be automatically applied when creating new tasks on the Tasks page.

2. Configuring Task Request Templates (Optionally limit the Sample Briefs)

• Limit sample briefs:

  • Limits the list of sample briefs that users can select when creating a new Brief on the Briefs Page.

  • To do this, check the Limit Sample Briefs box and select the corresponding briefs that will be used.

• How users use sample briefs: When creating a new task request on the Brief page, users can select from the predefined templates to save time and ensure standardized content.

• For example, only selecting 'Marketing Campaign' and then clicking 'Save Changes' will limit the available briefs that are selectable and useable in the Briefs feature to only the marketing campaign template brief:

If you have any questions, don't hesitate to ask, we're always here to help!