How to Configure the Task Form Builder in WeekMate TaskHub
How to Configure the Task Form Builder
Overview
The Task Form Builder in WeekMate TaskHub allows you to customize the task creation form based on your organization's requirements. You can add, edit, remove, rearrange, and configure form fields to ensure all required task information is captured efficiently.
This article explains how to configure the Task Form Builder in WeekMate TaskHub.
Before You Begin
You are logged in to WeekMate TaskHub.
You have permission to configure task settings.
You have access to the Task Form Builder module.
Steps
Log in to WeekMate TaskHub.
Navigate to Settings from the left navigation menu.
Open the Task Form Builder section.
To add a new field, click Add Field.
Select the required field type.
Enter the Field Name and configure the required settings.
If needed, mark the field as Mandatory and set default values.
Rearrange the field order using drag and drop.
To edit an existing field, click the Edit option and update the required details.
To remove a field, delete it if it is no longer required.
Click Save to apply the changes.
The Task Form Builder has been configured successfully, and the updated form will be available whenever a new task is created.
Video Tutorial
Watch the video below to learn how to configure the Task Form Builder in WeekMate TaskHub.
Overview The Project Form Builder in WeekMate TaskHub allows you to customize the project creation form to match your organization's requirements. You can add new fields, edit existing fields, remove unnecessary fields, rearrange their order, and ...
Overview The Tasks module in WeekMate TaskHub allows you to create new tasks and update existing ones to effectively manage project activities. You can assign tasks to team members, set priorities and due dates, attach files, and track progress to ...
Overview The Priority Task Summary widget on the Dashboard in WeekMate TaskHub provides a quick overview of tasks based on their priority levels. It helps you identify high-priority tasks, monitor your team's workload, and focus on activities that ...
Overview The Project Form Builder in WeekMate TaskHub allows you to customize the project creation form according to your organization's requirements. You can add, edit, remove, rearrange, and configure form fields to ensure all necessary project ...
Overview The Tasks section within a project in WeekMate TaskHub allows you to create new tasks and update existing ones without leaving the project workspace. You can assign tasks to team members, set priorities and due dates, and keep project ...