Can I Customize Task Types?

Create custom Task Types to better organize your internal notes.

To create a Task Type:

  • Click on your profile icon or initials in the top right corner
  • Select Settings from the drop-down menu
  • Within the Settings menu, open the Task Type tab
  • Click on the blue +Add type button

Calendar - Task Type

This pulls up the following window:

Calendar - Task Type Add


Here, you can:

  1. Give your Task Type a name.
  2. Assign the Type to a default name.
    1. When creating a Task and assigning it a specific Type, whatever the Type's default name is will populate as the Task's name. 
  3. Choose to hide Tasks assigned to this particular Type from the Calendar view.
  4. Choose to hide this type of Task from your "Task List", which is located on your Classic Dashboard.
  5. Assign an image to the Type. This icon will appear next to a Task's title in the Calendar.