How to add a Task Type

This article will walk through the process of how to add a task type

1. Go to "Settings" --> "Office Settings"

2. Select an Office

3. "Add New Record"

2021-10-26_10-56-55.pngEnter Required Information:

- Active: Needs to be selected for Task to be visible in task list for tasks/appointments

- Task Info: Task Type/Task Name

- Due Days: Number of Days automatically added as a due date

- Points: Number of Points awarded for the task to move "Progress" meter on Leads


*NOTE: Tasks need to be added to all Offices as every office may have different tasks assignable.

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