Settings - Task Types

Create Task Types for the most common tasks

Beau O'Hara avatar
Written by Beau O'Hara
Updated over a week ago


Create tasks such as call-backs, verifying invoicing/work orders, follow-up reminders two weeks after an initial visit, lunch breaks, creating invoices without Work Orders, etc. You can assign a task to yourself or to anyone else in your business.

Key Points

  • Create the Task Type name

  • Create as many as appropriate for your business

To set up your task list, from the Dashboard click the Settings gear icon and click Task Types.

Click the New Task Type button in the upper-right corner.

Enter the Task Type name and click the Create Task Type button.

The list of Task Types appear.

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