The Goal: Create and configure Task Types so you can categorize, filter, and report on the tasks used in your projects.
Before You Begin:
- You need staff access to project and task configuration settings.
- Have a naming convention in mind — the Task Type name is what displays when selecting tasks and what you will use for filtering and reporting.
Task Types allow you to categorize the tasks that you will use in your projects. The task types are selectable, and available for filtering and reporting purposes. If you are creating a member onboarding project, an example of a task type might be "Member Onboarding". You can create your task types pro-actively through the Setup options, or you may create them "on the fly" when creating a new project or task.
Microlearning Overview
Step-by-Step Instructions
- Go to Home, My workspace section, click Project Settings.
- Click Task Types. A list of the task types that are currently configured in your system will be displayed.
- Click the Add button.
- Configure the following:
- Name — Provide a name for the task type. This is the name that will display when you are selecting tasks and will be used for filtering and reporting purposes.
- Description — Provide a description of the task. This will help you in understanding the purpose of the task.
- Ensure the Is Active checkbox is selected.
- Click Done.
Common Pitfalls
- Inactive task type: If you forget to select the Is Active checkbox, the task type will not appear as a selectable option when creating projects or tasks. Confirm it is active before clicking Done.