Add Task/Note Types

Task/Note Types can be added to categorize tasks and notes in your site for reporting purposes. The same user-defined menu applies to both tasks and notes.

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.  

Your site contains default task/note types which can be deleted or edited to suit your needs.

Add a Task/Note Type 

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

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.