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    Task types

    • 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 create a task type

    • When creating a task, you can create a type by pressing the plus sign.

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

      Warning

      You cannot add a Custom Field containing a space. If you do, you will get a warning message and will be prevented from completing the Save.



    Updated November 2024

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