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Task Type

       

Task Type form allows you to create types of tasks and customise the data. In this way, the user can enter the desired data and also edit it graphically.

The form opens when you dubole click on the field Task Type, located on the form Task.

The following is a description of the functionality of the form.

Table of contents

  1. Toolbar
  2. Task Type
  3. Custom Data

 

1. Toolbar

The toolbar offers the standard functionalities available on PANTHEON forms. A description can be found in chapter Toolbar.

2. Task Type

The tab allows you to create new types of tasks and edit existing ones.

ID

The ID of the non-repeating of type task. When creating a new one - with click on the button  (Insert record) in the toolbar - it automatically sets the new ID.

If check, the task type ID is active and can be used.

Name

Enter the name of the task type.

Workflow

Select workflow from the drop-down list. If you click on the button , the Search by form is opened.

Department

Select department from the drop-down list.

Expected duration

Estimated duration of the type of task in minutes.

Task text

Enter any text this type of task.

Colour

Select the colour from the drop-down list which you want display for task type.

Icon

Select an icon for the task type. Clicking on the icon will open the form Icon select, where you can select the icon you want. 

3. Custom Data

Form allows you to specify additional fields for the data you want to see for task in Calendar view mode. Additional data are visible when you hover over a task and pop-up window appears. A description can be found in chapter Custom Data.

 

 

 

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