Activities > Tasks > Setup > Manage Task Type


Use this page to create and manage Task Types.



Add a New Task Type


Task Types are used to categorize and organize Tasks for easier management and better reporting. 


Step 1. Navigate to Activities > Tasks > Setup > Manage Task Type.


Step 2. Select Add Type from the Page Actions drop down menu. 


Step 3. Complete the Task Type window. 


Name- Enter a Name for the Task Type.


Board Type- Check this box to make this a Board Task Type. This will make the item searchable from the Manage Task page as a Board Task.



Step 4. Click the Save Add button to complete the new Type.