Task Settings

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  1. From the Calendar tab, click Tasks.
  2. The Tasks page opens. Scroll down and click Edit Task Settings in the left panel.
    Tasks_Page_-_Edit_Task_Settings.PNG
  3. The Task Settings page opens.
  4. Change the following information as needed:
    • Notifications Before Due Date: Allows you to set up to four (4) reminders before the Task is due to be completed. In our example, we set it for 0 days (will notify the day of scheduled completion), 3 days, 5 days, and 10 days before the task is due.
      Task_Settings_-_Days_Before_Option.PNG
    • Notification After Due Date: Sets notifications for the completion of a task that is overdue. Our example is set up for a notification 1 day, 3 days, 5 days, and 10 days after the task was scheduled for completion. These notifications will not be sent for completed events.
      Task_Settings_-_Day_After_Option.PNG
      NOTE
      To set notifications for the same day, input 0. To disable all notification, leave the input boxes empty.
    • Email Notifications From Address: This input field allows you to designate the email address that task reminder notifications will come from.
    • Colors: This allows you to color-code the different statuses of a task. Tasks will then be color-coded when viewing them from the calendar or in a list.
      Task_Settings_-_Task_Status_Colors.png
  5. Select the applicable checkboxes in the Other Settings section:Task_Settings_-_Other_Settings.PNG
    • Send the task creator an email when tasks are completed: Notifies the task creator via email once the assignee completes a task.
    • Notify the task assignee upon task creation: Notifies the assigned User when a task is created for them to complete.
    • Strike-Through completed tasks: Will use a special font style and completed tasks will appear with strike-through lettering further indicating they have been completed.
    • Allow completion as percentages: This will activate an option on tasks to be able to mark them with partial completion percentages.
    • Allow free form task entry: While checked, when tasks are created the option for different task types will not appear in a drop-down menu as normal. The word Tasks will be underlined and when clicked you will be able to enter a custom task type. Otherwise, tasks will be created without a type.
      NOTE
      This is for advanced Users only.
  6. Once you are finished configuring your Task Settings, click Save Settings.

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