How to Create alternate Task Types

This article is linked to understanding tasks

It is worth adding to Arthur`s default task types so that you can drill down in reports and on screen for task associated with a type

Create your task types first before creating tasks or when adding a task

Before Creating Tasks

Go to Tasks>Task Type:

Now select Add Task Type and only tick the box to ‘share with your tenant’ if you want that option available to the tenant when they raise an issue.

When Creating a Task

Go to Tasks>Add Task

Click on Task Type dropdown and select Add Task Type

 

Filters

You can filter your task by Task Type:

Reports

You can create in reports>custom reports>task a report for a particular task type

 

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