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How to create custom task types

Create your own types of tasks which can be set to apply to specific areas of your business giving you complete control

Open task type settings

1. Click the cog icon

Dashboard top toolbar with the cog (settings) icon highlighted, beside the notifications bell and profile picture

2. Click "Task Types"

Settings menu list with Task Types highlighted, between Tags and Team Settings, ready to open custom task type options

3. Click "New Type"

Task Types page in Settings with the New Type button highlighted above the table of existing task types and their colors

Set up the new task type

4. Choose a color

Task Types settings with a new type row added, the Colour dropdown arrow highlighted to choose a color for the task type

5. Enter a name for the "Task Type"

Task Types settings with a new row added and the empty Name field highlighted to enter a name for the task type

6. Choose the areas of your system where this type of task relates to

Task Types table with a new row being added, with the Quotations checkbox highlighted among the area columns

7. Click the tick icon

Task type table with module columns like eForms, Tickets and Contacts, highlighting the tick icon to save the new row

8. You will now see this task type has been added

Task Types list in Settings with the new "Quotation follow-up" type highlighted, enabled for Quotations only
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