Customize Task Types and Resolutions

Introduction

BindHQ now allows for admins to make changes to task types and resolutions in your system.

How to create or edit task types

1. Navigate to Settings > Customization > Browse, view & edit task types.

2. Click "New Task Type" in the upper left, or click the name of a task to edit an existing task.

3. Complete the required fields:

   1. Name (the unique identifier for this task type)

   2. Description (optional)

   3. Resolutions

      1. There must be at least one resolution per task type

      2. Resolution types can be used to trigger automations

4. Click Create Task Type

Remove an Existing Task Type

To remove a task type from your system, you can inactivate it from the task type list.

1. Navigate to Settings > Customization > Browse, view & edit task types.

2. Click the Task Type link to edit the task.

3. Check the Inactive box, then click Update Task Type

This will remove the task type from the available list when users create a new task.