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, which notifications your organization sends, and which SLA policies are on record.
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.
By default the tab appears for Admins, Executives and department managers. Your organization can also give it to other people through a custom role — see Roles & Permissions. If you don't see the tab, you don't have access to it.
The page has three blocks — Department Settings, Organization Settings and SLA Policies — and each panel inside them is shown only to people who are allowed to use it:
| Panel | Block | Who sees it |
|---|---|---|
| Business Hours | Department Settings | Everyone who has the Settings tab |
| Column Customization | Department Settings | By default department managers, Executives and Admins. A custom role can add it |
| Tag Management | Organization Settings | Admins only |
| Notification Settings | Organization Settings | By default Admins. A custom role can add it |
| SLA Policies | SLA Policies | By default department managers, Executives and Admins. A custom role can add it, and creating, editing and deleting a policy are each allowed separately |
In Business Hours and Column Customization, Admins and Executives can pick any department. Everyone else can pick the departments they manage, plus their own department.
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.
| Field | What you set |
|---|---|
| Department | The department you're configuring. Pick it first — everything below applies to that department only |
| Start | The time the working day begins (time picker, in half-hour steps) |
| End | The time the working day ends (time picker, in half-hour steps) |
| Working Days | Mon / Tue / Wed / Thu / Fri / Sat / Sun buttons. Click a day to switch it on or off; highlighted days are working days |
A department that has never been configured starts on 09:00–18:00, Monday to Friday.
Click Save when you're done. You'll see "Business hours updated".
Two rules are enforced when you save:
- Start must be earlier than End — otherwise you'll see "Start hour must be before end hour".
- At least one working day must be selected — otherwise you'll see "Select at least one work day".
You can save hours for a department you manage. Changing the hours of a department you don't manage needs a role that allows it — by default Executives and Admins.
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 (it reads Select department... until you do), and its current columns are listed.
Each column in the list shows its color, its name, and the status it is mapped to. Hover over a column (or just look, on mobile) to reveal its edit and delete icons.
Add a column
Click + Add Column, then:
| Step | What you do |
|---|---|
| Name | Type the name your team will see on the board in the Column name... box |
| Status | Choose which status the column represents — only statuses that don't already have a column are offered |
| Color | Pick one of the color swatches |
Click Create to add it, or Cancel to back out. You'll see "Column created".
Statuses a column can map to
| Status | Typical meaning |
|---|---|
| Backlog | Captured, not scheduled yet |
| To Do | Ready to be picked up |
| In Progress | Being worked on |
| In Review | Waiting for a check or feedback |
| Done | Finished |
Each status can have one column only. Once every status has a column, the status list reads All statuses are assigned, with the note "All 5 default statuses already have columns" — delete an existing column first if you need a different one.
Rename or recolor a column
Click the edit icon on a column. You can change its name and its color, then click Save (or Cancel). You'll see "Column updated". The status a column is mapped to is fixed when the column is created.
Delete a column
Click the delete icon. A Delete column confirmation appears, for example: "Delete column "Waiting on customer"? Tasks in this column must be moved first." Click Delete to confirm — you'll see "Column deleted". A column that still holds tasks cannot be deleted; move its tasks to another column first.
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
Changes in this block reach every department and every user in your organization. The block appears only if you can use at least one of its two panels.
Tag Management
This panel is shown to Admins only.
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 (for example 24 tags) and a Search tags... box to find one quickly.
| Action | What happens |
|---|---|
| Rename | Click the edit icon, type the new name, then click Save (or press Enter). The tag is renamed on every task that uses it, and the confirmation tells you how many tasks were updated |
| Delete | Click the delete icon and confirm the Delete tag question — for example "Delete tag "urgnt" from all tasks?". The tag is removed from every task that has it |
If there are no tags yet, the panel reads No tags yet; if your search matches nothing, it reads No matching tags.
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.
Do a tag tidy-up every few months. A short, consistent tag list makes filtering and searching far more useful for everyone.
Notification Settings
By default this panel is open to Admins. Your organization can also give it to other people through a custom role — see Roles & Permissions.
These switches control which task notifications your organization sends. They are grouped by what the notification is about.
| Group | Covers |
|---|---|
| Task Activity | Assignment, completion, cancellation and approval notifications |
| Comments & Interaction | Task comment notifications |
| SLA & Reminders | Approaching deadlines, SLA warnings/breaches, escalations |
| Process & Requests | Process completion and service request notifications |
Flip a group's switch on or off, then use the buttons at the bottom:
| Button | What it does |
|---|---|
| Reset | Discards your unsaved changes and puts the switches back where they were |
| Save | Applies the change for the whole organization. You'll see "Notification settings saved" |
Both buttons stay inactive until you actually change something, so you can look without risk.
These settings apply to all users in your organization. Turning a group off stops every in-app and email notification in that group.
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.
SLA Policies
The last block on the page is the list of your organization's SLA policies — the response and resolution times you have agreed for a department and a priority.
Each policy in the list shows its name, its department, its priority (if one was chosen), its response and resolution times in minutes, and Business hours when the policy is limited to working hours. A policy that has been switched off carries an Inactive badge. If there are none, the panel reads No SLA policies yet.
| Control | What it does | Shown when |
|---|---|---|
| New Policy | Opens the form for a new policy | You're allowed to create policies |
| Pencil icon | Opens the same form for an existing policy | You're allowed to edit policies |
| Trash icon | Shows a red Delete button next to Cancel. Click Delete to confirm | You're allowed to delete policies |
The fields of the form, and who can manage which policies, are described in Time Tracking, SLA Policies & Business Hours.
An SLA policy is a record of what you have agreed. It does not set or change a task's time target — a task's target comes from its own Estimated Hours or its Start Date and End Date. See Time Tracking.
Recommended Order
If you're setting a department up for the first time:
- Business Hours — so time tracking and deadline warnings are fair from day one.
- Column Customization — shape the board around how the team actually works, before people fill it with tasks.
- Tag Management — check in periodically once tasks start accumulating tags.
- Notification Settings — tune only after you've seen what your team actually receives.
Related Pages
- Task Management — what the Tasks section covers
- Kanban Board — the board your columns shape
- Time Tracking — how business hours drive targets
- Time Tracking, SLA Policies & Business Hours — the admin view, including the SLA policy form
- Creating Tasks — where tags get added in the first place
- Departments — managing the departments listed here
- Roles & Permissions — giving these settings to other people