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.
The basic selection of Task Types when creating/editing a Task
Create a Task Type
- 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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