Task Types are use to distinguish between various categories (or types) of tasks. Using task types helps you sort and filter your tasks, as well as allowing you to track the progress (or status) of your tasks based on type.
Go to Maintenance > Task > Task Types. Use the tools on the ribbon to add or delete a task type, rearrange the order of the types, and print or export the task types list.
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Task Types Maintenance
Description - Enter the name of the task type you are creating.
Inactive - Mark a type as "inactive" if you no longer use it, but have used it in the past.
For each task type you can also set up various triggers to automatically
send emails and SMS text messages, print letters, generate phone calls,
or create additional tasks based on the task start date, due date, or
complete date. See the "Task Type
Triggers" and "Triggers"
topics for more information.
