Add Task Types

Add General Task Types

• Select Administration then Task Types
• Select [Add]
• Enter a Name, Optional description, Select a Scope
• Use the colour picker to select a colour
• Add Duration (in minutes)
• Select [Save]

Add Request Task Type

• Select Administration then Task Types
• Select [Add]
• Enter a Name, Optional description, Select a Scope
• Use the colour picker to select a colour
• Add Duration (in minutes)
• Tick 'Is Request Type'
• Select Request Type from drop down
• Optionally Select 'Is Default' - will added by default to every Request of that type
• Optionally enter SLA's (in hours)
• Optionally select the form to add to the task form the drop down
• Select [Add]
• Forms can be re-ordered by dragging and dropping
• Use the Trash Can icon to remove forms
• Select [Save] to save to task type

OR

• Select [Cancel] to discard changes

       Note: You may only have one of each type of predefined section per task type - ie one Service User Details Section, even if these exist of different forms

Troubleshooting

Why is a button missing / greyed out? See Action Buttons in Navigation/Graphic rules.

Why can't I see the data I expect to see? Ensure your Role assignment is correct, if so see Scope

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