Create Task Types

Task Types are configured globally and selected as part of the settings of a workspace.

To create a task type:

1. On the Navigation menu: Click Admin | Settings to open the Admin Settings window.

   

2. Click to select the Tasks tab.

   

3. On the Task Types page, click Create above the list of types:

   

4. Set the following properties of the task type:

Properties

File icon

Double-click on the File icon to select an icon that represents the task type. Ideally, the icon you select will help users easily identify the task type. The Edit button for the icon can be used to Remove the active icon or Upload a new picture.

Name & Description

Enter the Name and Description of the task type. The name must be unique. Your description should help other users understand the nature and the scope of the task type.

Statuses

Select the statuses that you may want to assign to tasks of this type:

Not Selected

The statuses you can assign to a task type are available for selection in the Not selected pane. Click on the Add icons to move them to the Selected pane.

Selected

The statuses you have added for the task type are listed in the Selected pane. Click on the Trash can icons to remove them. This moves them back to the Not selected pane.

A set of default statuses are available for selection, but you can also create your own custom statuses and attach them to a task type. See: Create a Task Status

Priorities

Select the priorities that you may want to assign to tasks of this type:

Not Selected

The priorities you can assign to a task type are available for selection in the Not selected pane. Click on the Add icons to move them to the Selected pane.

Selected

The priorities you have added for the task type are listed in the Selected pane. Click on the Trash can icons to remove them. This moves them back to the Not selected pane.

A set of default priorities are available for selection, but you can also create your own custom priorities and attach them to a task:. See: Create a Task Priority

Attributes

When you create a task type, you can select from a list of attributes that have been configured globally.

Select the attributes that will be used to manage and track tasks of this type:

Not Selected

The attributes that have been configured on the Attributes tab of the Administration window are available for selection in the Not selected pane. Click on the Add icons to move them to the Selected pane.

Selected

The attributes that you have added to the task type are listed in the Selected pane. Click on the Trash can icons to remove them. This moves them back to the Not selected pane.

Create

Finally, click Create to create the task type. The new type is added to the Administration | Task Types window.