Manage Task Type Codes

Task Types
How do I add, edit or remove Task Types?

MC Trade organizes your tasks by Task Type. The more specific your Task Type, the more detailed your archiving will be. Follow these steps to create Task Types.

1. Go to Admin > Manage Codes, then click Task Codes > Task Types.

2. Click Add a Task Type.
3. In the Task Type field, enter the name of your new Task Type.
4. In the Description field, enter the description of your new Task Type.
5. Click Save. The new Task Type will be displayed in the Codes datagrid.

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