Customising the ::Tasks application: Tips and Tricks
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The task tracking system we've built into Workspaces was designed to be simple and flexible and to make as few assumptions as possible on how you would use it. There are a few assumptions, such as each task having a title, priority, assignee and due date, and also an assumption that you'll look at tasks either as a backlog (list of Things I Need to To Now) or as a hierarchy of tasks (My Projects and Sub Projects and Sub-sub-projects and tasks). Here are some things that I do each time I setup a ::Tasks instance
1. Organise tasks into Projects
After adding lots of tasks I organise them hierarchically into divisions / projects / tasks / sub-tasks by dragging and dropping in Tree layout. The Category tag type allows you to categories Tasks, and you can add new entries to the Category tag type by going to the settings (gear icon, top right), choosing tag types and editing the tag type. Tip 1 to make a tag a default selection when adding items, Edit the tag type then click the tag you wish to be the default. Tip 2 When you click on an item that is a child of another item, the detail view pane shows a breadcrumb trail of where the current item fits into the hierarchy.
2. Add new fields and columns
Click the gear icon at the top right to customise the Tasks instance and add new fields / columns to provide more metadata around your Tasks. If you want to add a field that is selectable via dropdown then you need to a) Add a new Tag type b) Add a new Field that uses this new Tag c) Add this field as a column in the Tasks grid So: go to Tag Types, then at the bottom, Add a New Tag type. Enter the name (Type), and add custom tags one by one. Go to Fields, Add New Field, call it whatever you wish and choose "Tag" as the Type, and in the Details dropdown choose the new tag type you added in the previous set of steps. Finally, go to Columns, head to the bottom, Enter a column header name you want to see at the top of the column for this new field, then choose "Tag" from the Type dropdown, and select the Tag type from the Details view. Click Add and then drag the column into the order you want it to be displaed. You're done.
3. I customise the colours and layout a little
My personal favourite. This CSS assumes you have a Category of "Project" that you use as a main grouping Task type. Go to settings and choose Grid Styles. Here you can add custom CSS, and my current setup is:
.category-group { font-weight: