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Setup Task Types

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

Name of Task Type

Description

Description in the work involved in completing this task

Duration

Estimate of time to complete task

Billable

Check box if this task is billable

Charge Description

Description for this task that will show up on charges

Departments

Tasks can be assigned to one or more departments. Choose which Departments could handle this task.

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