Add Task Categories

Owned by Marina Rowe
Last updated: Feb 02, 2017
2 min read

A Task is used for setting up a specific job to be performed for a Person or Organization.

Tasks serve as reminders to complete certain jobs.  Example: Make a Phone Call; E-Mail Documents; Send Faxes etc.

Although Tasks are displayed on the calendars of the involved parties, the time is not being booked for them by the system. Another event can be setup for exactly the same time frame and the system will not alert you to schedule conflicts.

To add a new Task Category to the Tasks' master list in the User Defined Module:

  1. Open the User Defined Module. Click on the “Scheduling” drop down tool on the ribbon and choose Task Categories.   

  2. Click on “Add” in the toolbar. Fill out the required fields on the screen that appears and click Save to add the new Task Category.

    FieldDescription
    Description

    The name of the Task Category (Example: Follow-Up Call) 

    Image

    (Optional) Choose a specific image for easier identification in the Master List. 

    Sort(Optional) Assign a specific numeric value to change the order of the item in the list.
    Touch

    A “Touch” represents interactions with your referrals and organization contacts. Check the “Touch” checkbox on appropriate Event categories to be able to track your contact with these organizations. Touches with your referral contacts are tracked and reported in the Reporting Module under Analysis Reports > Referrals > Times Contacted. 

    Note

    (Optional) Additional information about this category. 

    Default Length

    (Optional) Default length (in minutes) of a Task. When setting up a new Task, the length will automatically be set to the Default Length when the category is selected. If the Default Length
     is 0, then the Event’s length will not be reset when choosing this category. 

    Display for

    (Optional) Limit the types of people that this Task Category applies to. If any of the types are checked off, then this Category will only be selectable when setting up a Task where the Primary Person is the selected type(s) (e.g. Client). If nothing is checked here, then this category can be selected any time you create a Task, for any type of person. 

    Billable

    Choose an appropriate option from the drop down tool to specify whether this Task is going to be billed to a client. Used with the “Billables” feature to mark Task types that can be billed to a client.