Task types are used to identify tasks performed in the organization and for which planning and tracking is desired. Examples of Task Types: Make a phone call, build a pair of customized shoes, complete paper work, etc.
- Click System Setup Tab
- Click Workflow
- Click Task Types
- Click Add (Plus)
Name of Task Type
Description in the work involved in completing this task
Estimate of time to complete task
Check box if this task is billable
Description for this task that will show up on charges
Tasks can be assigned to one or more departments. Choose which Departments could handle this task.