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- Custom Tasks
How do I update my Tasks settings?
In order to change the settings of your custom tasks, follow the steps below.
Billing/Managers and Admin users will be able to access these settings.
To locate your Settings module:
- On the left side of the screen, click the Settings icon to navigate to the Settings module
- Scroll to the Task section, a little more than halfway down the page
- You can also use the Find function in your browser to search for "task"
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- on a Mac, press your command + f keys at the same time
on a PC, press your ctrl + f keys at the same time - in the search bar that appears, type in the word "task"
- This will highlight any occurrence of the word "task" on the page and automatically direct you to the Task Types section of your settings
- on a Mac, press your command + f keys at the same time
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To update your Task types:
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- Within the Task Type settings, make any necessary changes to the Task types
- When complete, make sure to click "Save" to save your changes
- Within the Task Type settings, make any necessary changes to the Task types