Accessing the Task Types Page
To reach this page:
Navigate to your organization’s settings menu.
Under the Fields section, select Task Types.
You will be directed to a list of existing task types for your organization.
Page Overview
The page lists all configured task types along with the organizations they apply to. Each entry displays:
Value Name – the name of the task type (e.g., To-do, Call, Email).
Organizations – shows if the task type applies to all organizations or specific ones.
The table also includes action buttons for each entry:
Edit – modify the task type name or associations.
Archive – deactivate a task type without deleting it.
Delete – permanently remove a task type.
A checkbox labeled Show Archived can be used to display archived task types if you need to review or restore them.
Common Task Types
Typical default examples include:
To-do
Call
Email
Meeting
Deadline
Contract Sent
Proposal Follow-up
Event Follow-up Call Sales
Rooming List Due
First Deposit Received
Each of these types represents an actionable item that can be assigned to users or triggered within workflows.
Adding a New Task Type
To create a new task type:
Click the New Task Type button at the top of the page.
Enter the desired task name.
Specify the organizations it should apply to (if applicable).
Save your changes.
The new type will then appear in the list and be available when creating or automating tasks throughout the platform.
Key Purpose
Defining task types allows your organization to:
Streamline task management processes.
Improve reporting and tracking on different kinds of activities.
Ensure users follow consistent workflows for follow-ups, contracts, and events.
