Managing Task Types

You can view, create, and set the default settings for each task type.

Note: If a user is assigned a task and has the Manage Tasks access level, their ability to manage tasks will take priority over any restrictions set for the task assignee based on the task type settings.

View a Task Type

The primary task type available in this tab is the Default task type. All preexisting task configurations have been mapped to the Default task type.

From the navigation menu, select Admin > Task Admin.
Select the task type name from the list.

Choose the default settings for each field in this task type.

Fields	Description
Default Task Description	This allows you to type a description of the task type.
Default Task Status	This allows you to set a default task status for the task type.
Default Task Priority	This allows you to set a default priority for the task type.
Default Task Classification	This allows you to set a default classification for the task type.
Default Due Date	This allows you to set a due date based on the number of days after the task is assigned.
Default Assignee	This allows you to choose the default assignees for the task type. To select an individual assignee, type their name into the Individual Recipient text box or select a name from the list.
Task Field Configuration	This allows you to select which fields within the task are editable by the task assignee and required before task closure. Note: Any new task Custom Fields created will also appear under Field Name.

Note: The dropdown values in the status, priority, and classification fields can be added, edited, and removed. See Dropdown Settings for more information.

Click Submit.

Create a Task Type

Important: Once a task has been created within a case, the Task Type selected cannot be changed.

From the navigation menu, select Admin > Task Admin.
Select Task Types and click Add Task Type.
Select Add Value from the Dropdown Settings menu.
Enter a Name for the new task type and a Display Order number.
(Optional) Click Save & Add Another to save and create another task type.
Click Save & Finish.

Note: To return to the Task Type list, click on the link labeled To configure any task types click here.

Remove a Task Type

From the navigation menu, select Admin > Case Admin, and then click Dropdown Settings.
Select Core Settings.
In the Tasks section, select Task Types.
Select the Remove Value tab, and then click Remove.
Click Next Step.
From the list, select the value that you want to remove from the list. The system will not remove this value from cases that already use it.
Select Remove Dropdown Value.
Click OK to complete the task.