Introduction:
Task Types let you create and apply custom task workflows in your Operational Projects, giving you complete control over how work moves from start to finish. You can design workflows to match your team’s process, apply them to specific task groups, and even set a default workflow for the entire project.
Step 1: Access Task Types in Workspace Settings
From the Home Page, click Settings in the top navigation bar.
Under your workspace name, select Task Types option.
Click Create a Task Type to start a new workflow.
Step 2: Create a Custom Workflow
Enter a name for your task type (e.g., Asset Lifecycle).
Add workflow stages between the default Backlog and Completed stages.
These two stages are fixed and cannot be removed or moved.
Name each stage according to your process (e.g., Procurement Review, Installation, Routine Inspection, Upgrade).
Assign a color to each stage for easy identification.
Click Save to create the workflow.
Step 3: Apply Task Types in an Operational Project
Open your Operational Project.
Go to the Tasks tab.
When creating a new task group (or sub-task group), select your custom workflow from the Task Type dropdown.
The selected workflow will now apply to all tasks within that group.
Step 4: Set a Default Task Type for the Project
In your Operational Project, click the Settings icon in the top navigation.
Under the General tab, choose a default Task Type.
This workflow will be applied to all task groups in the project unless a different one is manually selected.
Best Practices for Using Task Types
Match workflows to work nature: Use specific workflows for distinct operational areas (e.g., Maintenance Cycle for equipment, Compliance Review for audits).
Use colors strategically: Assign colors that visually indicate progress or urgency.
Keep it simple: Too many stages can slow work down; focus on essential steps.
Mix and match: Apply different workflows to different task groups in the same project for maximum flexibility.