Three of the parameters used within the Tasks module are selected from customisable pre-defined lists, which are created and managed from the Tasks module’s Settings tab. You can modify, add to, or delete the options available in these menus to tailor your Activ system to your organisation’s circumstances and ensure that the Tasks module evolves as the needs of your organisation change.
The configurable fields are:
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Task Priorities
The Task Priority parameter enables you to identify the priority level of your Tasks, highlighting their urgency to the assigned user. It is prepopulated with three default options:
- Low
- Medium
- High
To add a new priority, select the Task Priorities item from the left-hand menu, then type the priority in the Task Priority* field at the top of the page. Use the dropdown menus to the field’s right to select the priority’s Order (its position within dropdown menus), whether the option is to be Disabled?* (unavailable for selection) and whether it is to be the Default?* (selected by default when a new address is added), then click Add.
To edit a priority, locate its record within the list and click on the pencil icon. Make the necessary changes to the fields at the top of the page, and then click Save.
To delete a priority from the list, locate its record and click on the red cross icon. If the priority hasn’t been used within any of your Tasks then it will be cleared from the list. However, you will not be able to delete a priority that has already been used in your system. Instead, you will need to Disable the option to remove it from dropdown lists and prevent its future selection.
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Task Types
The Task Types parameter enables you to identify categories against your Tasks. It is prepopulated with up to two default options:
- Undefined
- ISO Certification, which is connected to the ISO Certification Manager
To add a new type, select the Task Types item from the left-hand menu, then type the type in the Task Type* field at the top of the page. Use the two dropdown menus to the field’s right to select whether the option is to be Disabled?* (unavailable for selection) and whether it is to be the Default?* (selected by default when a new company is added), then click Add.
The newly added type will now be displayed on the list. Note that types are displayed alphabetically.
To edit a type, locate its record within the list and click on the pencil icon. Make the necessary changes to the fields at the top of the page, and then click save.
To delete a type from the list, locate its record and click on the red cross icon. If the option hasn’t been used within any of your Tasks then it will be cleared from the list. However, you will not be able to delete a type that has already been used in your system. Instead, you will need to Disable the option to remove it from dropdown lists and prevent its future selection.
