This article will summarize how you can create Tasks Types.
Task Types allow you to segment your tasks, making it easier to find specific tasks through reporting. You can create as many tasks as you would like to account for other use cases. By default you will see that the following Task Types are already created for you;
- Corrective
- Preventative
- Task
Here is how you can create more!
Step 1: Select Tasks in the menu.
Step 2: Select the "Task Types" button.
Step 3: Create and manage Task Types within this screen.
Task Types can be used when;
1. Creating Tasks manually
2. Setting up Automated Actions within a Template