To make it easier for your staff to see and respond to important Tasks, MC Trade 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:
- Go to Admin > Manage Codes > Task Codes > Task Types. The Task Type Codes window will open.
- Click New to create a new Task, or click the box to the left of the Task Name in the Data Grid
- In both the Font Color and Background Color boxes, click the ... button and select the color you want to use.
- 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:
- Go to Admin > Set Preferences > Application Settings. The Application Settings window will open.
- Click the Tasks tab.
- For each option, click the ... button and select the color you want to use.
- Click Save
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This feature is included or available for purchase with the following MC Trade packages.
