Task Types

The Task Types Table will show the different tasks that can be assigned to different users.

To Add/Edit/View Task Types go to:
System — System Tables — Task Types

If private task is checked, the task WILL NOT appear on the review sheet.

To View current Task Type
CLICK the previous record or record buttons to view

To Edit a Task Type

• Find the Task Type to Edit (see above)
• CLICK the edit button and make changes.
• CLICK X and OK to save
  

To Add a New Task Type

• CLICK the new button
• TYPE in OR CHOOSE new Task Type, Description, Default Notification, Required Module Links and Report Name (if needed).
• CLICK X and Yes to save