Task Settings
Navigation Path:
Task Module → Setting → Click on Task
1.1 Custom Fields
Add New Field.
Field types:
- Text
- Number
- Date
- Dropdown
1.2 Status Management
Default statuses:
- Not Started
- Started
- Completed
- Deferred
- Cancelled
Admin can:
- Add new status
- Assign color
- Reorder via drag and drop
1.3 Task Recurring (Settings Tab)
Manage recurring tasks.
Columns:
- Recurring Task
- Assign User
- Status
- Count
- Created By
Trash: Task
2.1 Location
Navigation Path:
Task Module → Setting → Click on Trash
2.2 Tabs
- Call
- Meeting
- Visit
- Task
2.3 Filters
- Branch filter
- Deleted By filter
- Deleted Date filter
System rule:
Tasks are permanently deleted after 60 days.