Skip to main content

Task Settings

The Settings tab is where managers and admins set the ground rules for tasks: when the working day starts and ends, which columns each department's board shows, which tags exist, and which notifications your organization sends.

Everything you change here applies to other people — a whole department, or the whole organization. Nothing here is a personal preference.


Where to Find It

Go to Tasks → Settings.

The tab only appears if you are a manager or an admin. If you don't see it, you don't have access to it.

The page has two blocks, and they are gated differently:

BlockContainsWho sees it
Department SettingsBusiness Hours, Column CustomizationManagers and admins
Organization SettingsTag Management, Notification SettingsAdmins only
info

Managers see Department Settings for the departments they manage. Admins and executives see every department.

Task Settings tab


Department Settings

Business Hours

Business Hours define your team's working window. Only time inside that window counts toward a task's time target — evenings, weekends, and non-working days are not counted against your team.

FieldWhat you set
DepartmentThe department you're configuring. Pick it first — everything below applies to that department only
StartThe time the working day begins (time picker, in half-hour steps)
EndThe time the working day ends (time picker, in half-hour steps)
Working DaysMon / Tue / Wed / Thu / Fri / Sat / Sun buttons. Click a day to switch it on or off; highlighted days are working days

Click Save when you're done. You'll get a confirmation once the hours are updated.

Two rules are enforced when you save:

  • Start must be earlier than End.
  • At least one working day must be selected.
tip

Set Business Hours before you rely on time tracking or deadline warnings. A task started at 5 PM on a Friday shouldn't look overdue on Monday morning — correct business hours are what prevent that.

See Time Tracking for how the working window feeds into a task's progress bar and its on-time / late result.


Column Customization

This is where you shape the Kanban board a department works on. Pick a department from the dropdown, and its current columns are listed.

Each column in the list shows its color dot, its name, and the status it is mapped to. Hover over a column (or just look, on mobile) to reveal its edit and delete actions.

Add a column

Click + Add Column, then:

StepWhat you do
Column nameType the name your team will see on the board
StatusChoose which status the column represents — only statuses that don't already have a column are offered
ColorPick a color from the swatches

Click Create to add it, or Cancel to back out.

Statuses a column can map to

StatusTypical meaning
BacklogCaptured, not scheduled yet
To DoReady to be picked up
In ProgressBeing worked on
In ReviewWaiting for a check or feedback
DoneFinished

Each status can have one column only. Once every status has a column, the Add form has nothing left to offer — delete or re-purpose an existing column first.

Rename or recolor a column

Click the edit icon on a column. You can change its name and its color, then Save (or Cancel). The status a column is mapped to is fixed when the column is created.

Delete a column

Click the delete icon. You'll be asked to confirm, and the message reminds you that tasks in that column must be moved first — a column that still holds tasks cannot be deleted.

caution

Columns are shared. Renaming, recoloring, adding, or removing a column changes the board for everyone in that department, not just for you.

See Kanban Board for how these columns behave day to day.


Organization Settings

This block is visible to admins only. Changes here reach every department and every user in your organization.

Tag Management

Tags are free text when someone creates a task, so they drift over time — urgent, Urgent, and urgnt end up as three different tags. Tag Management is where you clean that up.

The panel lists every tag in use, with a count at the top and a Search tags... box to find one quickly.

ActionWhat happens
RenameClick the edit icon, type the new name, then Save (or press Enter). The tag is renamed on every task that uses it, and the confirmation tells you how many tasks were updated
DeleteClick the delete icon and confirm. The tag is removed from every task that has it

If there are no tags yet, the panel says so; if your search matches nothing, it tells you that instead.

caution

Rename and delete both act across all tasks at once, and there is no undo. Renaming a tag onto an existing name is the practical way to merge duplicates.

tip

Do a tag tidy-up every few months. A short, consistent tag list makes filtering and searching far more useful for everyone.


Notification Settings

These switches control which task notifications your organization sends. They are grouped by what the notification is about.

GroupCovers
Task ActivityAssignment, completion, cancellation and approval notifications
Comments & InteractionTask comment notifications
SLA & RemindersApproaching deadlines, SLA warnings/breaches, escalations
Process & RequestsProcess completion and service request notifications

Flip a group's switch on or off, then use the buttons at the bottom:

ButtonWhat it does
ResetDiscards your unsaved changes and puts the switches back where they were
SaveApplies the change for the whole organization

Both buttons stay inactive until you actually change something, so you can look without risk.

caution

These settings apply to all users in your organization. Turning a group off stops every in-app and email notification in that group.

tip

If your team complains about notification noise, turn off one group at a time and give it a week. Switching everything off at once usually means someone misses an approval they were waiting on.

See Notifications for what notifications look like on the receiving end.

Notification Settings panel


If you're setting a department up for the first time:

  1. Business Hours — so time tracking and deadline warnings are fair from day one.
  2. Column Customization — shape the board around how the team actually works, before people fill it with tasks.
  3. Tag Management — check in periodically once tasks start accumulating tags.
  4. Notification Settings — tune only after you've seen what your team actually receives.