Skip to main content

Managing National/International Task Types

  • Updated

Task Types

Left-hand Navigation: ADMIN » National/International » Task Types

This article will briefly explain Task Types. They can be found under the National/International page, and allow you to create "to-do" lists that'll work with your processes.

Add

  1. Click "Add" in the top right corner
  2. Label the new Task Type
  3. Choose "Classification" – Chapter/Individual/Association/Campaign/University/National/International

  4. Default Assigned To – Can choose if a specific task needs to be auto-assigned to someone 

  5. Submit 

Managing_National_International_Task_Types_1.png

Note - You can arrange the order of how Task Types appear in their respective picklist by using the double arrow to drag and drop them in the order of your choosing. 

Delete

Click the "Delete" button next to the Task Type. A Task Type may be deleted if that type is not in use by any parties.

Related Articles: