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1. Task Field Access & Field Level Permissions

The Field Access tab enforces mandatory field rules during task creation and configures role-based Field Level Permissions across Assignees, Reporters, and Followers.
1

Open Field Access Tab

Click Field Access tab in Task Configuration.
2

Set Mandatory Checkboxes

Check the Mandatory checkbox next to required fields (e.g. Due Date, Priority, Assignee) to enforce population during task creation.
3

Configure Role Permissions

Set View / Edit permission toggles for Assignees, Reporters, and Followers in the Field Level Permissions matrix.
4

Save Field Policy

Click Save Field Access Settings to enforce rules across all task forms.
Field Access management screen with Mandatory field checkboxes and the Field Level Permissions matrix highlighted Field Access management screen highlighting (1) Mandatory field checkboxes and Field Level Permissions matrix (Light Mode). Which roles can edit each field, at a glance. ● editable (on by default) · — cannot be granted — the server refuses the save even if the box is ticked.

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2. Task Display & Behavior

The Display & Behavior tab manages global workspace toggles and configures the Subtasks Completion Rule governing parent task closure.

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3. Subtasks Completion Rule Breakdown (Strict vs Flexible)

The Subtasks Completion Rule determines whether a parent task can be closed when nested subtasks remain incomplete. See Attachments & Subtasks: Subtask Completion Rule for how this rule appears to end users while working on a task. Task Display & Behavior screen with the Display & Behavior tab selector and Subtasks Completion Rule toggles highlighted Task Display & Behavior screen highlighting (1) Display & Behavior tab selector and Subtasks Completion Rule toggles (Light Mode). A decision flow. Start: you set the parent task to Completed or Approval Required, or an approver approves it. First question: any subtask still open, where cancelled counts as done and trashed subtasks are ignored. No: the change goes through. Yes: which rule applies, resolved task override, then project, then company, default Strict. Strict: a dialog blocks the change; finish or cancel the subtasks first. Warning: a confirmation dialog offers Proceed; the parent closes with open subtasks. What Strict and Warning mode do differently when a task has open subtasks. | Auto-Archive Closed Tasks | Toggle Switch | Automatically transfers completed tasks to Archive after retention threshold. |