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 and list.
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.
Allow task assignment to groups: Enable assigning tasks to user groups, allowing group members to manage the task collectively.
Enable repeating tasks: Enable this option if you plan to work with repeating tasks.
Link tasks after copying: When you copy a task, a relation to the original task is created.
Allow cross-project subtasks: Keep this option disabled except for special cases.
Allow cross-project tasks relations: Enable this option in most cases.
Use current date as start date for new tasks: Suitable, for example, for help desk tickets. If the project start date is calculated and lies in the future, the task gets the start date of the project.
Calculate the task done ratio by: Usually set to Use the task field. In rare cases, you can link the task status globally to a % done value. You then also need to set the % done on each status.
Comments on tasks are private by default: The setting applies to new projects. You can override it in each project.
Add related task by inserting #task_id into comment or description: When you enter # followed by a task ID into the description or a comment of another task, a relation between the two tasks is created. You need the appropriate permissions to confirm the suggested task.
Ignore workflow for administrators: Applies only to the Task status transitions tab in Workflow.

Step 4: Parent tasks attributes

For each attribute, choose whether its value on a parent task is Calculated from subtasks or Independent of subtasks.

Start date / Due date

Calculated from subtasks is used in most cases.

Calculated from subtasks: The start and due dates of a parent task are determined automatically by its subtasks. The start date is set to the earliest start date among all subtasks, and the due date to the latest due date. You cannot adjust the dates of parent tasks manually; tasks without subtasks remain editable. The working time calendar, weekends, holidays and non-working days can also influence the calculated dates.
Independent of subtasks: You set the start and due dates of parent tasks manually, independent of their subtasks. Consider project dependencies, resource availability and other settings to keep the schedule coherent.

Priority

Independent of subtasks is used in most cases.

Calculated from subtasks: The priority of a parent task is set automatically to the highest priority among its subtasks, so critical subtasks raise the importance of the parent task. You cannot adjust the priority of parent tasks manually; tasks without subtasks remain editable.
Independent of subtasks: You set the priority of a parent task manually, independent of the priorities of its subtasks. Consider the overall project context and dependencies so that resources stay focused on the most critical tasks.

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