Task Types

Task types let you define your own templates for recurring workflows — such as "Call", "Complaint", or "Approval" — including custom fields, an individual status workflow, and actions that fire automatically on a status change.

What can I do here?

Create a new task type from scratch or from a ready-made template
Define additional fields that only apply to this type
Set up a custom status workflow with allowed transitions
Attach actions that run automatically on a specific status transition
Activate or deactivate task types

Step by step

Create a task type from a template

Click Use Template, choose one of the ready-made templates with matching fields and workflow.
After creation, you can adjust the type at any time.

Create a custom task type

Click New Type, enter a name, description, color, category, and a default priority.
Switch to the Fields tab and use Add Field to add extra input fields with a type (number, dropdown, multi-select, date, checklist, currency). Mark fields as required where needed.
Switch to the Workflow tab, define the status definitions with a class (Open/Active/Done/Cancelled), and set the default (starting) status.
Use Add Transition to add allowed changes between two statuses, give it button text, and optionally attach actions that run automatically on this transition.
Save the task type.

Screenshot of the Task Types page — View: `/tasks/task-types`

Illustration

Workflow

SettingsFieldsWorkflow

Status	Class	Default Status (Start)
Accepted	Open	✓Active
In progress	Active	•Inactive
Shipped	Done	•Inactive

From	To	Button Text
Accepted	In progress	Start
In progress	Shipped	Submit

Rebuilt excerpt of the view: /tasks/task-types

Fields explained

Field	Meaning	Notes/Effect
Name	Name of the task type	Appears as an option when creating a task
Color	Color marker for the type	For visual distinction
Category	Broad classification (Sales, Support, General, Internal)	For filtering/reporting
Default priority	Priority automatically assigned to new tasks of this type	—
Field (custom)	Additional input field that only applies to this task type	Its type determines the input control
Required	Whether the field must be filled before saving	—
Status definition	A possible status within this type's workflow	Every status belongs to a class
Class (status)	Broad category of a status	See value list below
Default status	Status new tasks of this type start with	—
Transition (from/to)	Allowed change from one status to another	Only defined transitions are selectable on the task
Button text	Label of the button for this transition	Appears on the task detail view
Action(s)	Steps executed automatically on this transition	E.g. send a notification

Values & Status

Field type

Label	Meaning
Number	Numeric input
Dropdown	Choice from a fixed list
Multi-select	Multiple values selectable at once
Date	Date picker
Checklist	List of items to check off
Currency	Monetary amount

Status class

Label	Meaning
Open	The task hasn't been started yet
Active	The task is being worked on
Done	The task is completed
Cancelled	The task is no longer being pursued

Frequently asked questions

Where do I pick a task type when creating a task?
Task types are offered as an option when creating a task in Tasks, provided some have been defined for the relevant area.

What happens if I deactivate a task type?
Existing tasks of that type remain unchanged, but the type is no longer available for new tasks.

Can I remove a status transition later?
Yes, defined transitions can be edited or removed at any time on the Workflow tab — this only affects future status changes, not ones that already happened.