Last update: May 12, 2023

Settings

To perform the Task Application settings:

1. Open the Platform and go to Settings.
2. In the new blade, select Task management.
3. Select:
   • General to add and edit tasks types.
   • Notifications to enable notifications.

General settings

Click to open the list of task types. The employees will select them when creating a new task.

There are following options to process task types:

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AddDeleteEdit

To create a new task type:

• Click Add.
• Type the task title.
• Click to save changes.
• Click Save in the General blade.

To delete an existing task type:

• Tick a task.
• Click Delete.
• Click Save in the General blade.

To edit a task type title:

• Click on the task.
• Change the title.
• Click to save changes.
• Click Save in the General blade.

Notification settings

To start notifying an employee about the assigned task:

1. Switch the Task notification option to on.
2. In the Notification no-reply email field, write the sender's email.
3. In the Tasks portal base url, enter URL of tasks portal. By default, use platformUrl/apps/tasks.
4. Restart your computer.