Manage Task Type Codes

Task Types are categories used to organize tasks. These Task Types can be used to sort generic tasks, or can be used to create more detailed categories to better organize and archive tasks. 

Follow these steps to manage Task Types:

1. Select the Admin menu > Manage Codes > Task Codes > Task Types.
2. Select Add a Task Type. 
3. In the Task Type field, enter the name of the Task category being created. 
4. In the Description field, enter the description for this Task Type. 
5. Select Save. The new task type will appear in the data grid below, and will now be available to select when creating new tasks. 

Selecting the Actions button to the right of a Task Type also provides the options to edit or delete.