Overview
Task types are one of the core building blocks of ProgressionLIVE.
They determine how a task functions, what information it contains, and how it progresses, both on the web platform and in the mobile application.
Every task created in ProgressionLIVE belongs to a specific task type.
A task type can be used to:
Define the form (visible and required fields)
Define the workflow (statuses and transitions)
Apply rules and requirements
Manage role-based permissions
Control mobile access
Enable or disable task billing
Associate print templates and automations
Every account comes with default task types, which you can customize, disable, or expand based on your operational needs.
When to Use Task Type Configuration
You will typically access this section to:
Modify an existing task type (workflow, form, rules)
Assign a new workflow or base type
Create a new task type for a specific business requirement
Important:
Do not create a new task type solely to distinguish minor variations (for example, types of work categories).
In these situations, a custom field or tags are often a better solution.
Accessing Task Types
Open the Configuration menu.
Click Task Types in the left navigation menu.
The list displays all task types available in your account.
Note:
If you do not have access to this section, contact Technical Support to have the permission enabled.
Understanding the Task Type List
Each row represents a task type and displays its key settings (name, prefix, base type, workflow, permissions, etc.).
Available actions:
Double-click a task type to open its configuration.
Click Add to create a new task type.
General Tab
The General tab contains the fundamental settings of the task type.
Disabled
Makes the task type unavailable for new task creation
The task type is not deleted
Existing tasks retain their history
Name
Display name of the task type
Can be modified without affecting functionality
Available in French, English, and Spanish
Note:
Even if your account operates primarily in French, completing the other language fields helps avoid inconsistencies if the account language changes.
Prefix
Unique identifier for the task type
Used in task numbers (e.g., AS-001)
Used by automations, print templates, and integrations
Important:
The prefix cannot be changed after creation.
Icon
Icon associated with the task type
Primarily visible in the mobile application
Selected from a predefined icon library
Note:
Use the same icon for similar task types (for example, all field service tasks).
Base Type
Defines the task form
Determines which fields appear in the General section
Can be shared across multiple task types
Important:
Changes to a base type affect all task types that use it.
Workflow
Defines the task’s statuses and transitions
Can be shared across multiple task types
Read-Only Starting From
Makes the task uneditable starting from a specified status
Applies to both the web platform and mobile app
Only statuses with an ID of 600 or greater can be selected
Important:
Even administrators will no longer be able to edit the task once it reaches this status.
Property Configuration
Defines:
Required fields by status
Required photos or signatures
Default field values
Note:
This configuration is shared among all task types using it.
TX Web Print / TX Mobile Print
PDF templates used when printing tasks
If you use the new print templates, these fields are managed automatically
Legacy templates must be manually assigned here
Email Template
Adds a Send by Email button within the task
Feature is deprecated
Replaced by automations
Default Type
Preselected task type when creating a new task
Only one task type can be designated as the default
Permissions
Determines which roles can create this task type
Important:
To allow task creation on mobile, the role must also have access to the following transitions:
Draft → Draft – Assigned
Draft – Assigned → Dispatched
Mobile Dispatch Allowed
If unchecked, the task will never be sent to mobile devices
Useful for purely administrative tasks
Item Billing
If enabled: generates invoices with pricing, taxes, and totals
If disabled:
The Invoice tab becomes Items
No prices or taxes are calculated
Important:
This option does not hide prices; it disables billing entirely.
Item Confirmation
Adds a Confirmed Quantity field
Primarily used for delivery-related tasks
Property Display Order
Horizontal: Recommended display mode (better mobile rendering)
Vertical: Displays fields in sequential columns
Priorities
Define the urgency level of a task
At least one priority is required
The Alert option triggers a vibration on mobile devices
Configuration Properties Tab
Default Duration
Defines the estimated duration when the task is created
Used in Scheduling Mode
Does not affect the actual calculated time
Tip:
Use the average real-world duration of your tasks to improve scheduling accuracy.
Display Tab
Allows you to show or hide certain general fields:
Priority
Summary
Description
Tags / Secondary Tags
Legacy Tabs
TX Mobile Print (Offline)
Deprecated options
Replaced by modern print templates
Map
Advanced settings related to map display
Not recommended without guidance from Technical Support
Best Practices
Create a task type only when there is a real functional difference
Limit the number of task types to reduce account complexity
Test with restricted permissions before deployment
When in doubt, always consult Technical Support
FAQ
Can I create as many task types as I want?
Yes, but it is recommended to keep the number manageable to avoid complexity and configuration errors.
Are changes applied immediately?
Yes. Any modification is applied live and affects the entire account immediately.
Can I duplicate an existing task type?
No. A new task type must be recreated manually based on the existing configuration.
Can I disable a task type without losing historical data?
Yes. Disabling a task type does not delete any data.
What should I do if I am unsure about the impact of a change?
Contact Technical Support before saving the modification.