Managing Tasks

This controls whether the Start Date on Tasks defaults to today's date when manually creating a task.

• Enabled - The Start Date is set automatically as today's date on any Tasks that are created as stand-alone Tasks or from an email, document, or job. 
• Disabled - The Start Date in the Task will be blank, and can optionally be set when the Task is created.

The Start Date for Tasks created by an Automation Process will automatically default to the current date when the process is run.

This sets the default for the Due Date when tasks are created. 

When a task is created, the Due Date is calculated as today's date plus the number of days specified. 0 days will set the Due Date to the current date.

If Custom is selected, a new Days field will be displayed. Enter the number of days, up to a maximum of 365. 

This controls whether users can select Job Category when adding Tasks that are associated with a Client.

When Task Job Security is enabled, a Job Category field is included when creating a task and Job Category can be included as a column in Task lists.

This controls whether or not a Cabinet can be selected for Tasks. By default, this is not enabled.

When Task Security is enabled, and users create a task, they can select a Cabinet to add the Cabinet security to the task. A user can only select a Cabinet that they have access to via their User Group setting. Enabling Task Security also automatically includes the Cabinet column in Task views. This ensures that only users with access to that Cabinet can see the task, for example, for sensitive areas such as HR or performance management. 

Also where a task is created In an Automation process, the Cabinet can be selected or where a task is automatically created as linked to a document, the task cabinet is inherited from the document created.  Refer to Creating a Stand-Alone Task and Process Step Details - Create Task.

If Task Security is not enabled for your practice, a Cabinet cannot be selected when users create a task.

Task Templates are automatically enabled for your practice. If disabled, it is recommended that this setting is enabled.

When enabled, the Task Templates tab displays in the Knowledge Workspace. An FYI Admin or users with Templates permissions can create Task Templates for your practice. Users can then select a template when creating a task from FYI, Outlook and Office. Refer to Creating Tasks.

Where a task is created in an Automation process, a Task Template can be selected to pre-populate the details of the task. Refer to Process Step Details - Create Task.

Note: Task Templates can be disabled by setting the option to "Off". However, it is recommended that Task Templates remain enabled to ensure that Automation Processes that rely on Task Templates are not impacted.