Task types
The categories tasks and incidents are grouped by, and the routing they drive.
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1. Create a task type
Open the form
Go to Settings → Operations setup → Task types and press (+).
Fill in the fields
Champ Obligatoire Description Name Oui Plumbing, electrical, cleaning, security. Description Non What 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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