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Configuring a task type

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To configure a task type, in the main screen toolbar, click on the button.

 

On the screen that will be displayed, enter an ID # and a name for the task type.

 

 

Save the record. At this point, the following tabs will be available to be filled out:

 

General
Attribute
Approval
Timesheet
Optional
Form

 

After filling all the required fields, save the record.