Manage Task Type Codes

Task Types
Question
How do I add, edit or remove Task Types?
Resolution

WebLink Connect organized your tasks by Task Type. The more specific your Task Type, the more detailed your archiving will be. Follow these steps to create Task Types.

1. Go to Admin > Manage Condes > Task Codes > Task Type.

2. Click New. The Selected Code fields will empty.
    
3. In the Task Type field, enter the name of your new Task Type.
    
4. In the Description field, enter the description of your new Task Type. Be specific.

5. If your Tasks are to be tracked by financial Cost Centers, select the Cost Center from the drop-down menu.
    
6. In the Font Color field, click the  to load the Color Selector. This font color will display on your My Tasks list on your Dashboard. Note: Color Coding Task Types can help you organize your Dashboard.
    
7. In the Back Color field, click the  to load the Color Selector. This Back Color will display on your My Tasks list on your Dashboard. Note: Color Coding Task Types can help you organize your Dashboard.
     
8. Click Save. The new Task Type will be displayed in the Codes datagrid.

Comments

0 comments
Want some training on WebLink Connect? Sign up today for one of our upcoming online training classes.