How to Configure Task Forms

Objectives:

• Customize Task Creation Forms per types

Steps:

The Task Creation Form Builder, allow you to create and manage customizable task forms. You can configure a task-specific forms tailored to unique requirements.

• Open System Settings and navigate to the Tasks section and click on Task Form Configuration.

• Click Add Configuration to create a new form.

Define Task Form Structure

• Choose the Task Type: Each form must be linked to a specific task type.

• Mandatory Fields: These fields are required for all tasks and cannot be removed:

  • Task Title
  • Assignee
  • Due Date
  • Requested by

Customize Additional Fields

• On the right-hand panel, you’ll find a list of all remaining task fields, including any custom fields you’ve created.

• Drag and drop fields to the desired location in the form or click the plus (+) icon to add them.

• Any additional fields added are optional when creating a task. These can be removed by clicking the minus (-) icon.

Configure Field Properties

• Default Values: You can predefine field values while configuring the form by entering the desired values for each field. These predefined values will automatically populate in the task creation page.

• Click the three-line action menu next to Form Fields to access additional customization options:

• • Label: Rename fields (how they appear in the Task Creation window).
  • Add descriptions or hints to guide users.
  • Set fields as required or optional.
  • Enable or disable field visibility 

This customization can also be applied to individual fields, by clicking on the three-line action menu next to the field name, enabling you to add labels, descriptions, and define whether each field is required or visible.

Using the Task Form 

• When adding a new task from the core system, if the selected type has a predefined form, only the configured fields will be displayed, with any default values automatically applied.
• A Default Form is available for all task types. This form will be used for task types without a specific configuration.
• If a user selects a task type without a predefined form, the Default Form will be used.

Additionally, you can access the Form Configuration page directly to create or edit a form for any task type.

1. If the selected task type has no existing configuration, you can click to Add New Type.
2. If a form already exists, you can configure or edit it by clicking the hyperlink "click here to configure this form" .

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

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