Managing Task Types

Tasks types can be used to filter task views, as well as track sales activity (such as Inquiry Call, Account Service, Prospecting, and Business Opportunity). This article will walk you through adding, editing, and removing your account's task types.

If your account has task types available, every task will require a type. Previously created tasks will need to have a task type set if/when they are edited.
  1. Click your name in the upper left.
  2. Click System Admin.
  3. Click list Misc on the left.
  4. Click Task Types.
  5. Click the edit pencil icon to open the Edit Task Types slider.
  6. In the slider, you can:
    • Click a name field to update a task type's name.
    • Click + Add Task Type to add a new task type.
    • Click the delete remove icon next to a task type to remove it.
      If you remove a task type, any tasks with that type will still have it. You are able to filter by the removed type on the tasks pages to find those tasks and update them, if needed.
  7. When you are done updating your task types, click Save.

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