# Task Settings

## 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.

<details>

<summary>Why use Task Settings?</summary>

* ***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*

</details>

## 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**

<figure><img src="/files/benHW7SDOtoHHdgF1L5R" alt=""><figcaption></figcaption></figure>

### 🔹 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.

<figure><img src="/files/7E6E1UhHrDaBWqdYfC6g" alt=""><figcaption></figcaption></figure>

#### **2. Configuring Task Request Templates (**&#x4F;ptionally limit the **Sample Briefs)**

* **Limit sample briefs**:&#x20;
  * 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.

<figure><img src="/files/8kVFIH4xcpg67MR98J35" alt=""><figcaption></figcaption></figure>

* 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](/briefs.md) to only the marketing campaign template brief:

<figure><img src="/files/NX1yYYFYLgAlZJ5dj2D4" alt=""><figcaption></figcaption></figure>

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


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