Configure Tasks and Requests

Add and Modify Task / Request Names and Custom Fields in Toolbox
 

Since version 6.1 it is possible to add and modify Task / Request Names in the Toolbox. These names appear in the list when you create a Task / Request Booking, and also on the created Task / Request. 

To add or modify a Task / Request Name or Custom field:

1. Toolbox > Settings.
   
2. Select “Booking Default” in the menu at the bottom of the Toolbox Window.
   
3. Click on Task / Request Setup.
   
4. To add a new name click on the green + in the Task / Request Setup window.
   
5. To modify click on an existing Task/Request name.
   
6. Name: Add the name.
   
7. Colour: Select the colour the Task Booking should be displayed with.
   
8. Request Icon Colour: This is the colour of the request icon and it can be yellow, blue or pink.
   
9. Customs: Click on the button to add Custom fields. Please see further in the Custom Fields manual. 
10. Choose whether this Name should appear when a user makes a Request or Task or in both.
11. Choose whether this Task / Request name should appear in the list of names when creating a Task / Request in the web client.