A category that defines the specific kind of task, such as tax returns or internal processes.
They help organize types of tasks by categorizing them into familiar groups, making it easier to assign the right resources, prioritize work, and track progress.
Example: In an accounting firm, task types might include:
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Tax Returns: Tasks related to preparing, filing, and reviewing tax documents for clients.
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Audits: Tasks that involve any audit related work.
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Internal: Tasks related to the firm’s internal operations, such as training, internal reporting, and system maintenance.
Create Task Type
Go to settings and select the board for which the task type will belong to.
Click Add next to Task Types.
Enter the name and key for the task type.
Task Type Name - Is a brief title that describes the Task Type. (Required)
Task Type Key - A unique identifier for each task type for internal reference and system tracking. (Required)