Task Type

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A task type is the category of a task and is used to differentiate between tasks. A Task Type may be created in response to maintenance activities, environmental requirements, or safety initiatives.

Add a new task type

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Task” menu.
  5. Select “Add” to add a task type.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of task.  
    • Allow Asset Associations: Toggle on if this task type allows associations to assets.
    • Allow Correspondence: Toggle on if this task type allows the storage of correspondence.
    • Allow Document Associations: Toggle on if this task type allows associations to documents.
    • Description: Enter a description of the type of task.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Sections and attributes

See Sections and Attributes for instructions on how to create and manage sections and their attributes.

Manage task types

  1. Locate the task type record.
  2. If the In Use column displays “Yes”, click the “Yes” text to view a report of all tasks categorized as this type.
  3. To the right of each record, under the Actions menu, you may:
    • Edit the task type.
    • Download the task type definition for import into another database.
    • Copy the task type to immediately create a duplicated record in the database.  When used, update the new name of the copied record to a unique value.
    • Delete the task type. You may delete types only when they are not in use at any record.
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