Customize Tasks

Settings > Administration > Global Resources > System Objects > Tasks

Because the Tasks object plays such an important role in the platform and is embedded in many processes, very little modification of the Tasks object is permitted. However, the following elements can be customized:

• Fields
• Data Policies
• Print Templates

Fields in Tasks

Fields can be added to Task objects and are often used to support processes and workflow in an organization.

• In most Objects, these fields appear in the Task Information section of the task. These fields are available as Filter and Sort parameters in Views and Reports.
• In Projects, when custom fields are added to Project Tasks, the fields are displayed in the specified section

Users that have the Customize Objects permission can define custom fields for tasks

Considerations

• A maximum of 10 custom fields can be created
• Fields can be reordered
• Fields are accessed while creating/updating the User object

Add a Field

To add a field to the Tasks object:

1. Click Settings > Administration > Global Resources > System Objects > Tasks
2. Choose one of the following options:

   • Click the [New Field] button, using the instructions at Add Field

   • Additionally, choose Task Type:

   • Task - Add the field to Tasks in the platform
   • Project Task - Add the field to Tasks in Projects

   If Project Task is selected, choose a project section to display the field

   • Optionally, limit field visibility to selected teams

   • Click the [Reorder] button to change the order of the fields

Reorder Fields

To reorder fields:

1. Click Settings > Administration > Global Resources > System Objects > Tasks
2. Click the [Reorder Fields] button, and use the Up and Down Arrow Buttons to change the order of the fields

Data Policies in Tasks

Data policies can be added to tasks to trigger automatic Actions.

Learn more: About Data Policies

Considerations

• Task Reminders are unaffected by Data Policies
• Data policies apply to recurring Tasks, beginning when the policy is created (past tasks are not affected)
• Data policies are triggered for Follow-up Tasks

To add or modify a data policy in the Tasks object:

1. Click Settings > Administration > Global Resources > System Objects > Tasks
2. Click the Data Policy tab
3. Follow the instructions at Add a Data Policy

Print Templates in Tasks

Print Templates let you merge task data into an HTML (or JSP) page.

To Add a Print Template to the Tasks object:

1. Click Settings > Administration > Global Resources > System Objects > Tasks > Print Templates
2. Click the [New Template] button
3. Create the template
4. Click [Save]