Table of Contents
Creating Task Types
Go to HR > Task Management > Task Types.
Select ➕ Add New in the bottom right of the page.
The Create Task Type modal will open.
Enter a name and a description in the respective mandatory fields.
From the Tied To dropdown, choose a date type (e.g. Date of Birth, Employment Date etc.) if needed, otherwise leave it as None.
The Active switch is toggled on by default. This makes it selectable at task creation and as a tab in the All Tasks section.
Click on Save in the bottom right corner.
The window will close and your newly created task type will show in the Task Types grid.
Editing and Deleting a Task Type
There are two buttons in the Actions column for each task type: ✏️ Edit and 🗑️ Delete.
Edit Task Type
Clicking on the ✏️ pencil icon will open the Edit Task Type modal.
Modify the task type as needed and click on Save when satisfied with your changes.
Delete Task Type
Selecting the 🗑️ trashcan icon will prompt the Task Type Deletion modal. Click on Delete to continue with the task type deletion.
🧠 Remember that if the task type is associated with an existing template or task, you can't delete it and an error message will show when attempting to do so.
Related Articles