(Dansk version)

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.

For details, how to use the Tasks module, see Tasks - DocuNote Basic Modules

<aside> ⚠️

Please note:

• Notifications for tasks depends on notification settings. See E-mail notification
  • For Smtp and testing of email notification see Email server settings </aside>

Setting metadata for tasks

• Access the Backstagepanel and under Systemadministration select Metaforms designer*.*

• Click the Tasks icon on the ribbon bar to create a new task metaform, or alternatively right click Tasks in the navigation tree in the left column and choose Create.

  

• 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.

• When done, Save your settings.

Creating task type

To create a new task type:

• Access the Backstagepanel and under Systemadministration select System Setup*.*
• Click the Task type icon on the ribbon bar or alternatively right click Tasks in the navigation tree in the left column and choose Create.

• Provide the Task type a name.