Task Type Setup

Last Modified on 06/29/2023 9:33 am PDT

Pathway: Setup > Account > Task Type


The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site.



Field Descriptions

Fields Descriptions
Name    
The name of the task type that will display for selection when a task is created.

Type    

 Where the tasks will be listed for selection.

  • Internal Site Level - Site specific and only visible to the site for which it’s created.
  • External Site Level - Currently not in use.
  • Navu Nav Site Level - Selectable from NavuNav for the driver to create task from their tablet. Task is then assigned back to the driver's route supervisor.
  • Internal Account Level - Account level task that is visible on all sites associated with the account.
  • External Account Level - Currently not in use.
Assign To Default    
The user the task should be assigned to when it is created. This can be set to default a tasks assignment to a specific user, or a user type linked to an account.

Assign To Default User    
The user this task should be assigned to.

Department    
The department the task is for within the company.

Health Score Deduction    

Collections Activity    


Add Task Setup Steps

  1. Click the green + to open the Add Task Type editor.
  2. Complete the following required fields:  
    • Enter a Name for the account request.
    • Select the Type to determine the location of the task for selection.
  3. Complete additional fields based on your company's established procedures. 
  4. Click Save when finished.

Related Articles:

Add Task

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