Follow this guide to learn how to set up efficient task forms.
Access the Settings Panel
Log into your WorkTrek account, navigate to the sidebar menu, and click on Administration. Then, select Settings.
Open Task Settings
Within the Settings section, choose Tasks to manage task form behaviors.
Create or Edit Task Definitions
Under Task Definitions, click on New to create a new task definition or Edit to modify an existing one.
Configure Task Definition Options
Before making field changes, consider selecting the following options if applicable:
Default Definition – sets this as the default task template.
Gantt Task – includes the task in Gantt chart views.
Allow Creating This Task From Request – enables task creation directly from a request.
Customize by Task Stage
You'll find two tabs corresponding to different stages of the task lifecycle:
Creating a Task
Completing a Task
Configure each tab to tailor the task form fields based on the task's status.
Adjust Field Settings
Within each tab, you can set the visibility behavior for each field:
Hidden – the field won't appear on the form
Read Only – the field is visible but cannot be edited
Optional – the field is visible and can be left blank
Required – the field must be filled before proceeding
Save Your Changes
After configuring the fields, click Save to confirm your changes to the task form.
The new or updated task definition will appear in the list.
Apply the Settings
To ensure your customizations are applied to new tasks, click Save again on the main settings page.
Note: Don't skip this step—your changes won't take effect until you save them here as well.
