Features
Task Types
Categorize tasks by type.
Define task categories for your organization.
Quick Overview: Create task types to organize work items by category. Types help filter task lists, generate reports, and trigger automations.
Common Task Types
| Type | Use Case |
|---|---|
| Follow-up | Customer follow-up calls or emails |
| Quote | Prepare and send a quote |
| Collection | Payment collection tasks |
| Delivery | Schedule or confirm delivery |
| Support | Customer support requests |
| Internal | Internal team tasks |
Managing Task Types
Navigate to Settings > Task Types to manage your task types.
To Add a New Type
- Go to Settings > Task Types
- Click the + button
- Enter the type name
- Choose a color
- Link any forms to attach to this type
- Click Save
To Edit a Type
- Go to Settings > Task Types
- Click on the type to edit
- Update the name, color, or linked forms
- Click Save
To Disable a Type
- Go to Settings > Task Types
- Click on the type to edit
- Toggle Active off
- Click Save
Disabled types remain in the system but cannot be used for new tasks.
Task Type Settings
| Setting | Description |
|---|---|
| Name | Type label shown to users |
| Color | Display color for visual distinction |
| Active | Enable or disable the type |
| Forms | Forms to display when completing tasks of this type |
Linking Forms
Task types can have forms attached. When users complete a task of that type, the linked forms appear for data collection.
- Edit the task type
- In the Forms section, select one or more forms
- Save
See Forms for creating custom forms.
Usage
Task types help:
- Organize work items by category
- Filter task lists to find specific work
- Report on task categories and completion rates
- Trigger automations based on task type