Viewing task types in a project and creating custom types

Task types may be included or excluded in a project, and custom types may be created to customize the task workflow specific to the project.

 

In a project, project owners and those with permissions to configure project settings will have access to the project's Settings tab. To view the task types included in the project, navigate to the project settings menu and then to the Task Types secondary menu. In this window, click on the Included in Project button to view all the task types included in a project. To remove types from a project, uncheck the box for that type. 

 

Click on the Excluded from Project button to view the task types excluded from the project. To include them in a project, check the box for that type.  

 

To create or edit a custom task type, navigate to the system's settings.svgSettings menu located in the left main vertical panel. Navigate to the type.svgTypes secondary menu and then to the Task tab. Click on New Type button to begin creating a new type. 

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