The Task Types feature allows users to define and manage different types of tasks that can be assigned within the system. These task types help categorize tasks and are filterable in the Task List.
Editing a Task Type
Navigate to the Task Types section.
Tap the name of the task type you wish to edit.
Rename it as needed.
Hit Save to confirm changes.
Adding a New Task Type
Tap the New button.
Enter the name of the new task type.
Hit Save to add it to the list.
Setting a Default Task Type
A single task type can be set as the Default.
When a new task is created, it will automatically be assigned the default task type unless manually changed.
Maintaining an organized list of Task Types ensures efficient task categorization and improves filtering within the Task List in SitePad CRM.