How to create and manage task types
Before you start using the Tasks module, you'll want to create task types so you can categorize your tasks accordingly.
From the side navigation, Select Tasks > View All Tasks
By default, you will land on the View All Tasks table. Click the section name Task Types directly to the right of it.
To add a new task type, click the blue New Task Type button
In the modal that opens, enter your task type name and select Add.
Repeat steps 2–4 for each task type you want to create.
If you need to modify the name of any task type, simply select the hyperlinked name from the table.
