Tasks: Main Settings
Before you start working with tasks, familiarize yourself with the module settings. They allow you to activate additional features and tailor the module to your workflow.
Where are the module settings located?
Settings are available to Tasks module administrators. You can access settings in several ways from different system locations.
Method 1: Via Portal Settings
If you are a portal administrator, you can configure each module through the portal settings. To access them, click on your avatar in the upper right corner and select Portal Settings from the context menu.
In Portal Settings, find the Tasks block in the left menu and go to Main Settings.
Method 2: Via the Side Menu
Hover over the Tasks module (1) and click Settings (2) in the tab that appears. The module settings window will open on the right.
Method 3: Within the Tasks Module
Administrators of the Tasks module will see a gear icon at the top of the screen. Clicking it opens the module settings directly.
What can be configured in "Tasks"?
The Main Settings contain options that affect the user experience. Most are enabled by default. Check or uncheck the boxes as needed and remember to save your changes.
Task Approval
If this option is enabled, the checkbox "This task needs approval from the owner" will be active by default when creating a task. This feature ensures the Assignee cannot close the task independently.
This option only applies to tasks whose Workflow includes a stage with the Approval status. In workflows without such a stage, the checkbox will not be displayed.
During the Approval stage, the Owner has the opportunity to evaluate the result using additional buttons:
- Accept task without evaluation;
- Accept with a positive rating;
- Accept with a negative rating.
All these buttons move the task to the Completed status.
Automatically complete the parent task after all subtasks are finished
- If enabled, the parent task will be completed automatically once all subtasks are closed.
- If disabled, the parent task must be moved to the Completed stage manually.
Use report in the task
Activates the Report field in the detailed view of each task.
If enabled, the field appears automatically when moving the task to the Completed stage. Here, the Assignee and Collaborators can, for example, summarize the work or share a link.
Important: The report can only be filled out by the Assignee and Collaborators.
Allow viewing emails for tasks
Tasks in Flowlu can also be created via automation rules after receiving emails with specific criteria. This is possible due to Email integration.
This option allows employees who do not have direct access to the connected mailbox to view the original email. For example, if only the Owner has mailbox access, enabling this allows the Assignee, Collaborators, and other participants to see the relevant correspondence.
Use progress bar
The progress bar is a visual interface element that tracks the task's advancement. It updates automatically based on the current stage of the task's Workflow. As the task moves through its statuses, the indicator reflects the completion percentage, allowing the Owner and Followers to instantly evaluate the task's progress without manual input.
By default, this option is disabled.
Display attached images on the task card (Kanban board)
If enabled, images added to the task description will be visible on the card in Kanban mode. This helps you find specific tasks in the list more easily.
