Task policies setup

Goal

Configure the tenant rules that control task required fields, default billable flags, and task type catalogs. There is no separate “tasks setup” screen — use Projects setup.

Who it is for

pm.admin.

Preconditions

• Module projects enabled; pm.admin.

Steps

1. Open Projects → Projects setup.
2. Under Options → Task required fields, toggle assignee, due date, estimate, milestone, and task type requirements.
3. Under billing defaults, set New tasks are billable by default (and time billable default if needed).
4. On the Task types tab, maintain the catalog used when task type is required.
5. Adjust Time entry policies that affect timers and manual logs linked to tasks.

Result

Create/edit task and time APIs enforce the new rules immediately.

Related

• Projects setup
• Create a task