Set Task and User SLA Rules
These rules help teams schedule tasks without conflicts and close follow-ups consistently. Your workspace may use another name for Task; the Settings card follows that terminology.
Entry pointAdmin → Settings → Activity → Task and user SLA
Who Can Do This
Account admins and CRM admins can change these workspace-wide rules.
Configure the Rules
- Open Admin → Settings → Activity → Task and user SLA.
- To prevent scheduling conflicts, turn on Prevent overlapping tasks and set the Minimum gap in minutes between a user's open tasks.
- To track late follow-ups, turn on Mark overdue follow-ups as missed and set the Grace period in minutes after the due time.
- Under Completion controls, choose whether a user must add a note and whether they can undo completion.
- Choose the roles affected by the completion rules. Leave the role list empty to apply those rules to everyone.
- Select Save. Brixi should confirm that the task SLA settings were saved.
Common Issues
| Issue | What to check |
|---|---|
| Minimum gap cannot be edited | Turn on overlap prevention first. |
| Grace period cannot be edited | Turn on missed follow-ups first. |
| A completion rule affects unexpected users | Review the selected roles; an empty list means all roles. |
Contact Brixi support if the saved timing rules do not take effect for new tasks after you confirm the setting and affected role. Include an example task and its scheduled time.
Was this article helpful?If something is unclear or out of date, email support@brixi.ai with the article title — or see Getting Help for what to check first.