Task Types

Task Types give you the ability to classify Tasks. Use these categories when you set up Tasks on any Tasks Sub-Tab for Notes. You can set up a variety of Task Types, which can help with DataView functions in managing long lists of tasks.

Setting up a Task Type:

•	On the Work Menu at the top of the screen, click the System down-arrow, and select Task Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Task Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Task Type:

Required. Short, descriptive name to identify the group of Tasks, such as "Customer Calls" according to the groupings suitable for your Company.

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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