Overview

Using task types you can give a task its unique design, specific metadata, etc. By default, DocuNote provides a predefined task type. However, you can always modify it or create custom task type to meet your needs.

Setting metadata for tasks

  1. Click the DocuNote and select Metaforms designer*.*
  2. Click the Create design for tasks icon on the ribbon bar to create a new task metaform.

  1. Provide the metaform with a name, a label, and place all needed metafields on the metaform up to your needs. For details, see Metaforms designer manual.
  2. When done, Save your settings.

Creating task type

To create a new task type:

  1. Click the DocuNote and select System Setup*.*
  2. Click the Task type icon on the ribbon bar.