Task Type Setup
Last Modified on 04/24/2026 1:14 pm PDT
Pathway: Setup > Account > Task Type
Task Type Setup allows you to create and manage the task types available when adding a task to an account or site. Tasks can be created by a desktop user or by a driver in the NavuNav mobile app.
Field Descriptions
| Fields | Descriptions |
| Task ID | The system generated ID assigned to the task when the task type is created. This is generally used for reporting purposes.
|
Name
| The name of the task type that will display for selection when a task is created for an account or site.
|
Type ID
| Controls where a task will display for selection and assignment. External type options are currently not supported. - Internal Site Level - Site specific and only visible to the site for which it’s created.
- Internal Account Level - Account level task that is visible on all sites associated with the account.
- Navu Nav Site Level - Selectable in NavuNav, allowing drivers to create tasks from their tablet. Use the Assign to Default and Assign to Specific User settings to ensure NavuNav-generated tasks are routed correctly.
|
Assign To Default
| Option to configure a user assignment role as a default for new tasks to be assigned to.
|
Assign To Specific User
| The specific user this task will be assigned to. This setting only saves when Assign to Default is set to Specific User.
|
Department
| The department the task type is assigned to and allows for filtering tasks by department in the Task Management screen.
|
| Active | Defaults to 'Yes' and controls the availability of the task type for use.
|
Create Task Type
Refer to the following steps when creating a new task type.
- Click the green + to open the Create Task Type editor.
- Complete the following required fields:
- Enter a Name for the account request.
- Select the Type to determine the location of the task for use.
- Complete additional fields based on your company's established procedures.
- Click Save when finished.
Permissions
| Permission ID | Permission Name |
| 23 | Setup \ Account
|
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