Color Coding Task Types and Status Settings

To make it easier for your staff to see and respond to important Tasks, WebLink allows you to configure the colors of the Tasks when they appear on a Data Grid. The colors can be set for three factors:

  • The Task Type
  • If the Task is Overdue
  • If the Task must be confirmed by the Assigned User

Follow these steps to configure the colors of your Task Types:

  1. Go to Admin > Manage Codes > Task Codes > Task Types. The Task Type Codes window will open.
  2. Click New to create a new Task, or click the box to the left of the Task Name in the Data Grid
  3. In both the Font Color and Background Color boxes, click the ... button and select the color you want to use.
  4. Click Save

Colors for when a Task is Overdue or Must be Confirmed will override the Task Type colors. Follow these steps to configure the Overdue or Must Confirm colors:

  1. Go to Admin > Set Preferences > Application Settings. The Application Settings window will open.
  2. Click the Tasks tab.
  3. For each option, click the ... button and select the color you want to use.
  4. Click Save

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This feature is included or available for purchase with the following WebLink Connect packages.

 

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