Task Types
Tasks are reminders to help manage your workflow or various other parts of the Administrate application. Every Task has a type, e.g. Call, Email, Meeting, and this setting, Task Types, lets you create and edit your own set of Task Types so that they reflect your own workflow and your own organisation.
Create a Task Type
- Navigate to the Control Panel and click on Task Types
- Click the green +Add Type button, this will open a dialog box.
- Name your Task Type.
- Click Save.
Your new Task Type will now be shown as created on the table of Task Types.
Edit a Task Type
- Click on the row of the Task Type you wish to edit, this will open a dialog box.
- Rename your Task Type.
- Click Save.
Your Task Type will now be updated with the new name on the table of Task Types.
Delete a Task Type
- Click on the row of the Task Type you wish to delete, this will open a dialog box.
- Click on the red Delete button, this will open a confirmation dialog box.
- Confirm with OK (or Cancel if you don’t wish to continue with the deletion).
Your Task Type will now be shown as removed from the table of Task Types.
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