Task categories can be used to help classify your tasks into different groups for easy task management.
Control Panel
Select Tasks from left hand side
Create Task Category
Name the category, describe if required then save. You have the ability to add an icon at this stage.
Default Task Categories
Ensure default task categories are setup via using the Set task category defaults. This allows you to set the correct category is set against the task at different task generation points. The default categories are as follows:
Programme maintenance category | Category for tasks generated from Routines. |
Billing category | Category for billing tasks generated from invoicing fixed billing contracts. |
Manually created category | Category for any tasks created through manual input including:
|
Quote created category | Category for tasks raised from Defect Quote. |