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Settings

Set up your workspace's statuses, priorities and custom fields so Task Arrow speaks your team's language.

Settings is where your workspace defines its vocabulary. Open it from the options menu in the top-right corner. Each card shows how many items are configured, and warns you if a setting has none yet.

Screenshot coming soonsettings/overview
Settings
CardWhat it controls
Task StatusesThe stages a task moves through.
Project StatusesThe stages a project moves through, kept separate from task statuses.
Task Custom FieldsExtra fields available on tasks.
Project Custom FieldsExtra fields available on projects.
List Custom FieldsFields available to add to lists.
Custom Form FieldsQuestions available to add to custom forms.
PrioritiesThe priority levels for tasks.

Settings apply to everyone in the workspace. Each workspace you belong to has its own.

Set your defaults

Your workspace needs a default task status, project status and priority. They're used for tasks created from forms, workflows, email and the Service Hub. If one is missing, those tasks can't be created.

In this section

StatusesDefine the stages tasks and projects move through, which one new work starts in, and which ones mean "finished".PrioritiesDefine how urgent a task can be, in order from most to least urgent.Custom fieldsAdd your own fields to tasks, projects, lists and forms — for the whole workspace, or for a single record.Field typesReference for the 19 custom field types — what each holds and when to use it.