Overview
Task types classify the kinds of work your team performs, so tasks are consistent and easy to report on. Under Task Types in Settings, you add each type and give it a name; those types then appear when you create or import tasks. A clear set of task types keeps your task data organized and makes filtering and analysis straightforward.
Before You Start
You need administrator access to Settings. Decide on the task types your operation needs before you add them, and keep the names clear and consistent.
How to Configure Task Types
- Click your profile in the top-right corner, then click Settings.
- Scroll down to the Task Types section and open it.
- Click the + icon to add a new task type.
- Enter a name for the task type.
- When you have added all your task types, click Save.
Tips and Things to Know
- The task types you add here are the ones available when creating or importing tasks.
- Keep names clear and consistent for clean reporting.
- Set up the types you need before you start creating tasks.
- Fewer, well-chosen types are easier to manage than many overlapping ones.
Frequently Asked Questions
In the task type list whenever you create or import a task.
They classify work consistently, which makes tasks easier to filter, assign, and report on.
Yes. Add each with the + icon, then click Save to store them all.