| Doc. Number | Article Title | Effective Date | Version |
| FHC-TSK-02 | Editing Task Settings | September 29, 2026 | 1.7 |
This article describes the steps involved in editing Task Settings.
- From the Tasks tab, click Tasks.
- The Tasks page opens. Scroll down the page and click Edit Task Settings in the left side panel.
- The Task Settings page opens.
- Change the following information as needed:
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Notifications Before Due Date: Sets up to four (4) reminders before the Task is due to be completed. In our example, we set it for 0 days (will notify the day of scheduled completion), 3 days, 5 days, and 10 days before the task is due.
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Notification After Due Date: Sets notifications for completing an overdue task. Our example is set up for a notification 1 day, 3 days, 5 days, and 10 days after the task was scheduled for completion. These notifications will not be sent for completed events.
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Notifications Before Due Date: Sets up to four (4) reminders before the Task is due to be completed. In our example, we set it for 0 days (will notify the day of scheduled completion), 3 days, 5 days, and 10 days before the task is due.
NOTE: To set notifications for the same day, input 0. To disable all notifications, leave the input boxes empty.
- Email Notifications From Address: This input field allows you to designate the email address from which task reminder notifications will come.
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Colors: This allows you to color-code the different statuses of a task. Tasks will then be color-coded when viewing them from the calendar or in a list.
- Select the applicable checkboxes in the Other Settings section:
- Send the task creator an email when tasks are completed: Notifies the task creator via email once the assignee completes a task.
- Notify the task assignee upon task creation: Notifies the assigned User when a task is created for them to complete.
- Strike-Through completed tasks: Will use a special font style and completed tasks will appear with strike-through lettering further indicating they have been completed.
- Allow completion as percentages: This will activate an option on tasks to mark them with partial completion percentages.
- Allow free-form task entry: While checked, when tasks are created the option for different task types will not appear in a dropdown menu as normal. The word Tasks will be underlined and when clicked you will be able to enter a custom task type. Otherwise, tasks will be created without a type.
NOTE: This is for advanced users only!
- Select the applicable checkboxes in the Round Robin section. These checkboxes reflect persons who will receive assignments on a rotating basis automatically throughout the membership of the assigned team, ensuring equal distribution of task assignments. See our Round Robin article for more information.
- Once you are finished configuring your Task Settings, click Save Settings.
Article Version History
| Version | Effective Date | Description |
| Basic | 02/12/2018 | Initial Release |
| 1.0 | 05/14/2021 | Added video supplement. Formatting tweaks. |
| 1.1 | 01/16/2023 | Rebranded any reference of DPP to Forth; Added header and version control footer. |
| 1.2 | 10/16/2023 | Added a new segment for the Round Robin section; Refreshed all screenshots to reflect the current user interface. |
| 1.3 | 10/18/2024 | Refreshed the first two screenshots to improve readability and added the final screenshot. |
| 1.4 | 01/28/2025 | Minor formatting updates; investigating broken video link. |
| 1.5 | 01/15/2026 | Refreshed screenshots to reflect the latest user interface. |
| 1.6 | 05/08/2026 | Additional refreshes of screenshots. |
1.7 |
09/29/2026 |
Refreshed screenshots to reflect updates to the user interface for Tasks. |
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