Customize task options

Find out how to adapt the task options to your needs.

You can customize the options of 3 task fields to suit your needs.

Task statuses

Allows you to find out the status of the task.

Current, Pending and In Review statuses are present by default, but you can add, delete or modify them as described below.

Priority levels

Allows you to define the priority level of tasks.

High, Medium and Low statuses are present by default, but you can add, remove or modify them as described below.

Tags

Allows you to segment your tasks according to your needs.

This can be useful for identifying tasks associated with a user group, a process step or even your opportunities.

A task can have more than one tag.

Prerequisites

To make these changes, you must have the owner or administrator role.

Add an option

1. Click on the Configuration button in the main menu.
2. Click on the Customize button in the left-hand vertical menu.
3. Click on the Tasks option on the left of the Personalization section and locate the section you wish to modify (Task statuses, Priority levels or Tags).
4. Click on the Add button.
5. Add the option in 2 languages and select a colour for the option if available.
   
   

Delete an option 

1. Follow the first 3 steps to add an option.
2. Click on the trash icon.
   
   

Modify an option

1. Follow the first 3 steps to add an option.
2. Click on the value to be modified and enter the new value.

The new value is instantly replaced in all tasks.