Configuring New Task Creation


To customize the Add Task overlay go to Setup → Project Task → Edit New Task Field Set


1. Project Task → Edit New Task Field Set

Most fields can be custom configured, however fields with marked with ‘*‘ are required and hard coded into the page which means they cannot be changed.

2. Once the Field Set is open, fields can be added or removed by dragging and dropping from the panel above. The field order is the same that will display on the Add Task Overlay

3. To make a field required: Select the tool icon → Check the box labeled “Required” → Click OK.

4. Click Save

Next Steps:
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