Task types

Note

To view the legacy version, please select Legacy User Guide.

• When creating tasks, you have the option to use task types to improve the organisation of projects or standard operations. As demonstrated in the screen below.

  

How to view Task types

Viewing Task categories

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Task types from the Project folder or enter Task types in the Search option.

This will then show the Task types on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

---

How to create a task type

• When creating a task, you can create a Type by selecting Add new in the Task field.

  

• Alternatively, you can create one from the task type finder by pressing New.

  

---

Updated October 2026