Task Types (Timesheets Administration)

Task types are created by Project Managers or Timesheets Administrators to categorise tasks. A default task type can be selected, which will be chosen automatically when new tasks are added.

For example, for a car leasing company, task types could be 'Customers', 'Workshop' and 'Car preparation'.

Steps

Sign in as a Timesheets Administrator.
On the Timesheets Administration page, select the Task Types button.
On the Tasks types page, select the link.
On the Add task type page, enter the name and notes, and select the Default box to save the task as the default task.
Select the Save button.

Note: Default task types are automatically selected when a new task is created.

Tip: For help with setting up tasks, follow the instructions on the Adding Tasks and Assigning them to Workers Help topic.

Tip: Select the button to edit, or the button to delete.