Tasks types

There are several types of tasks, each suitable for different situations. Every task can be linked to request, customer, project or can be left without link. When creating a new task from menu, you will be asked to choose both type of link and type of task. 

List of available links: 

 

  • Free(no link) - task will not be assigned to anything, it will be accessible from the tasks list in menu.

  • Customer - task will be assigned to the customer of your choice

  • Request - task will be assigned to request

Types of tasks:

  • Task - it is a simple task with options to add other participants or to create and use custom task types.

  • Meeting - Special type of task where all participants must confirm their participation

  • Note - Simple note for only one participant

 

An example of how to create each type of task can be found at this page: Creating new Task