Task types

Create and manage the task types your team picks when scheduling work on the calendar — set up, rename, and remove them from Settings.

Task types are the labels your team chooses when scheduling work on the calendar — for example, an installation, a service call, or a follow-up visit. Setting up a clear, consistent list keeps everyone’s calendar easy to read and makes it simple to tell at a glance what kind of work each scheduled task involves.

Task types live in Settings, which is available to administrators. If you don’t see the Settings area, you don’t have access — ask an administrator on your team to make changes for you.

Find the task types list

1. Open Settings

   Go to Settings from the main navigation.

2. Go to Calendar

   Open the Calendar section of Settings.

3. Open the Task Types tab

   Switch to the Task Types tab. You’ll see the full list, with each task type’s Name, Description, and the dates it was created and last updated.

Use the Search by name box at the top of the list to jump straight to a task type when the list gets long.

Create a task type

1. Start a new task type

   On the Task Types tab, click Create New. The Create Task Type window opens.

2. Give it a name

   In the Name field, type what your team should call this kind of work — keep it short and recognizable, like Installation or Service call. A name is required.

3. Add a description (optional)

   Use the Description field to add a short note about when to use this task type. This is optional, but a one-line description helps the rest of the team pick the right one.

4. Save it

   Click Create. The new task type appears in the list right away and is ready to use when scheduling on the calendar.

Edit a task type

1. Open the task type

   Find the task type in the list and click the pencil icon in its row. On a phone, tap the menu button on the task type’s card and choose Edit.

2. Make your changes

   Update the Name or Description, then click Save Changes.

Renaming a task type updates it everywhere it’s already in use, so existing scheduled work keeps the new label automatically.

Delete a task type

1. Choose the task type to remove

   Find it in the list and click the red trash icon in its row, or use the menu button on its card on a phone and choose Delete.

2. Confirm

   A confirmation appears. Click Delete to remove it for good.

Deleting a task type doesn’t break any work that’s already scheduled. Any existing scheduled tasks that used the deleted type are moved over to your default task type, so nothing is left without a label.

The default task type

Your workspace always keeps one built-in task type named Task. It’s the safety net the system falls back to — it can’t be deleted, and its name can’t be changed, so there’s always a valid type for scheduled work to land on. You can still give it a Description, and you can create as many of your own task types alongside it as you need.

Tips for a tidy list

A short, consistent set of task types works best. Aim for the handful of work categories your team actually schedules, rather than a long list of one-off labels — it keeps the calendar readable and makes scheduling faster for everyone.

What’s next

Branches

Set up the branches that organize where your team works.

Tags

Create the tags you use to label and group records across the app.