> For the complete documentation index, see [llms.txt](https://eohelp.weaver.com.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://eohelp.weaver.com.co/project/settings.md). # Settings ## 1 Project template For the users to create new project templates and set permissions, and task templates. ### 1.1 New Project Template Step 1: Click the (+) in the upper right of the center column to create a new project template.

Step 2: Fill in the new template's name, select the template icon (non-mandatory) and click "Save".

Remark: * Template icon is system default * Template icon can be changed after the template is created. ### 1.2 Permission Each project template can have its permissions individually configured.

Select the relevant project template from the middle list and set its permissions on the right side of the page.

**Remark:** * Users with "Project report" menu permissions can view all projects and their details by default. * Users with only "list" permission cannot view project details, while those with only "detail" permission cannot access the project list. #### 1.2.1 Data permission **Purpose**: Controls access to specific project based on the user's relationship to the data (e.g., project manager or assigned team).

#### 1.2.2 Monitor **Purpose**: Provides the ability to monitor and manage project at various organizational levels.

**Remark:** Users with only monitoring permissions and data penetrators set to data permission will not receive message reminders. ### 1.3 Field Settings #### 1.3.1 Form design Enables users to add or remove controls on the create new project page.

#### 1.3.2 List Allows setting of data visualization methods, displayed fields, advanced query fields, etc.

#### 1.3.3 Field control Users can adjust whether a field is editable or mandatory.

#### 1.3.4 Data validation Validations can be applied to project fields, such as ensuring the project end time is not earlier than the start time.

#### 1.3.5 Linked data Users can rename tabs, sort them via drag and drop, view statistics (e.g., task count), and set permissions, or to enable or disable tab display in My Projects.

#### 1.3.6 Reminder settings Customize reminders for task dates and times, with content tailored to task fields.

### 1.4 Task Template The task template is presented as cards, the user can click to access the task list to create a new task under the template.

## 2 Task fields Enables users to configure new task page fields, display settings, query options, and data visualization methods. ### 2.1 Form Design Enables users to add or remove fields in the task interface.

### 2.2 List Set data visualization methods, field displays, and advanced query fields. The following pages can be configured: Project Task List, My Task List, Subordinate Task List, Sub Task List, and a selector for system data to choose project tasks.

### 2.3 Field control Set editing permission and specify if a field is mandatory.

### 2.4 Validation Data validation can be applied to task fields.

### 2.5 Reminder settings Set customized reminders for task dates and times, with content tailored to task fields.

## 3 Basic Settings

### 3.1 Percentage

Task progress can be adjusted by dragging the progress bar.

### 3.2 Complete/Incomplete

Mark the task as complete by checking the checkbox.