Task Types

Use the Task Types section of the General tab to define the tasks that can be assigned to employees. ExamplesClosed Call the Adjustor, Order Parts, Update Insurance

How to

  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Task Types, click Add.
  2. In the ADD Task Name dialog box, type the task type.
  3. Click OK.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Task Types, on the Task Types list, click to select the task type you want to edit.
  2. Click Edit.
  3. In the EDIT Task Name dialog box, modify the task type as needed.
  4. Click OK.
  1. On the toolbar, click the More menu list at the top right; then select Configuration.
  2. Click the General tab.
  1. Under Task Types, on the Task Types list, click to select the task you want to delete.
  2. Click Delete.
  3. In the confirmation message, click Yes.

Reference

Name Description

Add

Add a task type.

Edit

Edit a task type.

Delete

Delete a task type.

Import

Import a .csv file of task types, adding the imported types to the existing types on the Task Types list.

Export

Click to export a .csv file of the Task Types list.

Task Types list

The list of tasks that can be assigned to employees.
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