Task types

The categories tasks and incidents are grouped by, and the routing they drive.

1. Create a task type

  1. Open the form

    Go to Settings → Operations setup → Task types and press (+).

  2. Fill in the fields

    CampoObligatorioDescripción
    NamePlumbing, electrical, cleaning, security.
    DescriptionNoWhat belongs under this type, so staff classify consistently.

2. Match the list to your people

A type nobody is responsible for is a task that waits for someone to notice it. Match the list to the skills of the people who actually do the work.

If most tasks end up under "other", the list is wrong. Look at a month of "other" and promote whatever repeats.

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