Configuring Global Task Tracking Settings: A Step-by-Step Guide

Introduction

In this tutorial, you will learn how to configure global task tracking settings in Easy8. These settings allow you to customize how tasks are displayed and managed across all projects, ensuring consistency and efficiency. By the end of this guide, you will have tailored the task tracking settings to suit your organization's preferences.

Target Audience

Administrators

Prerequisites

Administrator access to Easy8
Familiarity with your organization's task management policies

Step-by-Step Guide

Step 1: Accessing Task Tracking Global Settings

Log in to your Easy8 account.
Navigate to the Administration panel.
Select Settings.
Click on Task tracking.

Step 2: Configuring Display Settings

Show task ID: Enable this option to display the task ID in the task title.
Display subprojects tasks on main projects by default: Choose whether tasks from subprojects should appear on the main project's task list.
Select related tasks on the new task form: Allow users to link related tasks during task creation.
Display project selection on task: Enable inline project selection and modification directly within a task.
Show sales activities on tasks: Display sales activities from CRM cases directly on tasks.
Display created on as: Decide if the creation date should include the time.
Use color scheme for: Set the color coding based on task priority, status, or type.

Step 3: Adjusting Behavior Settings

Allow setting task due date after milestone date: Permit or restrict setting a task's due date beyond its associated milestone date.
Enable private tasks: Allow the creation of tasks visible only to the author, assignee, and coworkers.
Assign tasks to groups: Enable assigning tasks to user groups, allowing group members to manage the task collectively.

Step 4: Configuring Distributed Tasks

Enable distributed tasks: Allow the creation of subtasks assigned to different users, with updates synchronized across all related subtasks.

Step 5: Saving Your Settings

After making the desired changes, click the Save button at the bottom of the page to apply the new settings.

Conclusion

By following these steps, you have customized the global task tracking settings in Easy8 to align with your organization's workflow and preferences. These configurations enhance task management efficiency and ensure that tasks are tracked and displayed according to your specific requirements.