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Manager Dashboard: How to add task types

Learn how to create task types to properly categorize the tasks you create in EDGEauditor

Written by Matt Doiron

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.

  1. From the side navigation, Select Tasks > View All Tasks

  2. By default, you will land on the View All Tasks table. Click the section name Task Types directly to the right of it.

  3. To add a new task type, click the blue New Task Type button

  4. In the modal that opens, enter your task type name and select Add.

  5. Repeat steps 2–4 for each task type you want to create.

  6. If you need to modify the name of any task type, simply select the hyperlinked name from the table.

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