Settings:-To activate the Task settings

Task Type Management – Steps

1. Log in to the application using valid credentials.

2. Navigate to the Settings module.

3. Under the Organisation & Department section, click on Task Types.

4. Click the Add Task Type button.

5. An Add Task Type pop-up window will appear. Enter the required details in all the fields:

   
   

6. • Name
   • Category
   • Description
   • Icon
   • Color

Then, click the Create Type button.

6. A success notification should appear at the bottom-right corner of the screen confirming that the task type has been created successfully.

7. The newly created task type should be displayed in the Task Type listing.

8. You can also filter task types based on Status and Category:

   
   

9. • Select the required filters.
   • Click Apply Filters.
   • The listing should display results according to the selected filters.

9. You can Edit, Archive, or Delete a task type by clicking the three-dot menu displayed at the end of each task type listing.

10. To Edit a task type:

    
    

11. • Click the three-dot menu.
    • A drawer/menu will open.
    • Click Edit and update the required details.

11. To Archive a task type:

    
    

12. • Click the three-dot menu.
    • Select Archive.
    • Confirm the action if prompted.

12. To Delete a task type:

    
    

13. • Click the three-dot menu.
    • Select Delete.
    • Confirm the deletion if prompted.

13. You can also use the Group by Category option to organize the task types based on their respective categories.

Updated on: 04/09/2026