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Module Customizations for Project Tasks

1. Client and Project Tabs
1. 1.1. General
2. 1.2. Attributes
3. 1.3. View Options
4. 1.4. Masking
5. 1.5. Labels

Module customization enables you to set defaults and set up workflow routing, where applicable, for the ASI business processes. There are two types of defaults:

Client level defaults are set in MaintenanceData MaintenanceModule Customization.
Project level defaults are set by selecting the Customize button within the Module.

Available customization choices at the Project level are similar to the Client level, with a few exceptions.

Client and Project Tabs

General

Establish the numbering format for your Personal Tasks.

Attributes

Establish defaults for Project Tasks attributes as described in the following table.

Only users with Change or better permission to the Module Customization module change the Masking and Labeling settings.

Attribute	Description
Always Send messages to Task Owner when Task is accepted	Marking this checkbox sends a message to the Task Owner when the Responsible contact accepts the task.
Always Send messages to Task Owner when Task is completed	Marking this checkbox sends a message to the Task Owner when the Responsible contact completes the task.
Always Send messages to Task Owner when Task is rejected	Marking this checkbox sends a message to the Task Owner when the Responsible contact rejects the task.
Category	Defines a default value to be selected in the drop-down box for the Task Category.
Completed	Defines a default date on which the task is completed. Example: Current Date + 2
Confidential	Defines whether the Confidential checkbox is to be marked by default.
Contacts	Enables you to select a contact from the database as a point of reference.
Create Identical Tasks for (Contacts)	Enables you to create identical tasks for the users you select.
Create Identical Tasks for (Users)	Defines one or more contacts to be selected by default as recipients of identical tasks to the one you are creating for the "responsible" contact.
Details	Defines a default text to be displayed in the Details field of the task.
Due	Enables you to define a default value for the date on which the task is to be completed. Example: Current Date + 5
Linked Documents	Link any supported documents.
Notify me when Task is complete	Marking this checkbox notifies the task creator when the “Responsible” contact has completed the task.
Originating Document	The document from which the project tasks evolved.
Outcome	Defines a default text to be displayed in the Outcome field of the task.
Priority	Defines a default value to be selected from the Priority drop-down box.
Responsible	Defines a default contact to be selected from the Contact Select for the Responsible list box.
Start	Defines a default value for the date on which activity for the task is started. Example: Current Date
Status	The status of the task. Closed tasks are no longer displayed on the log unless selected with the Show Closed filter.
Subject	Defines a default text to be displayed in the Subject field of the task.
Task Owner	Defines a default contact to be displayed in the Owner field.
Time Due	Defines a default time due.
Type	Defines a default value to be selected for the Type of the task.

View Options

Establish whether to display Standard Options (such as Distribution and Linked Documents), as well as Contacts on the printed Project Task. In addition, if your company is using custom fields, you can set the View Options to View All or Hide All custom fields.

Masking

Allows you to hide or make certain attributes read only.

Labels

Allows you to re-label a standard Constructware attribute to meet your business terminology.

Constructware