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How do I add my own task types?

Article ID: 2346
Last updated: 01 Aug, 2018

You can add own task types by following these steps:

  1. Click on Admin from the home screen.
  2. Select Applications from the left-hand menu.
  3. Click on Client Hub in the middle of the screen.
  4. Click on Customise Client Hub on the left.
  5. In the customization screen, click on Task options on the left.
  6. You can now Create, Edit and Delete task types.

When you next go into Task Management, the new task type will appear in the Type of Task drop-down menu ready for you to use.

Article ID: 2346
Last updated: 01 Aug, 2018
Revision: 6
Views: 436
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