Add Task/Note Types

Task/Note Types can be added to categorize tasks and notes in your CommunitySuite site for reporting purposes. The same user-defined menu applies to both tasks and notes, and your site includes default types that can be edited or deleted to fit your needs.

Who: CommunitySuite administrators and development staff who manage task and note categorization for reporting purposes.

When to Use Task/Note Types

Use Task/Note Types to:

• Categorize tasks and notes to align with board reporting needs, such as tracking specific types of donor engagement or development activities.
• Capture development metrics by defining types that reflect the engagement activities your organization tracks on profiles.
• Edit or remove default types that came with your site to better match your organization's terminology and reporting goals.

When adding types, consider your end goal for reporting to ensure your Task/Note Types menu matches those needs. For example, consider the types of activities you report on for your board, the development metrics and engagement with profiles you want to capture, etc.  

Add a Task/Note Type 

To add a task/note type in CommunitySuite, navigate to the Opportunities page and create a new type from the List Types menu.

1. Navigate to the Opportunities page.
2. Click List Types in the left-side menu.
3. Click Add Task Type in the left-side menu.
4. Enter the Name, and then click Create.
   
    

Edit or Delete a Task/Note Type

To edit or delete an existing task/note type, navigate to the Opportunities page and select the type by its ID.

1. Navigate to the Opportunities page. 
2. Click List Types in the left-side menu.
3. Click the task/note type ID.
   
    
4. Click Edit or Delete in the left-side menu.