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Custom task types

Create your own unique building blocks for your work with custom task types.

Whether you track campaigns, content, or projects across your organization, you can create custom items as unique as the work you do.

Keep close track of spending with an invoice task type for both your accounts payable and vendor management teams.

Any task in your Workspace can use the custom task types created by your organization's Workspace owners and admins.

Custom task types feature availability and limits vary by plan and user role. Learn more

Create a task type

To create a task type:

  1. Go to your Workspace settings. 
  2. Click Settings.
  3. In the left sidebar, click Task Types.
  4. On the Task Types page, in the upper-right corner, click + Create Task Type.
  5. In the creation modal, set the following fields:
    • Icon: This icon will be used in place of the status icon.
    • Singular & plural name: These names will be used at various points in the UI.
    • Description: Add a short description to give context to what the task type will be used for.
  6. Click Create Task Type to save your new task type.

Screenshot of the modal to create a custom task type.

Set the task type on a task

Once you create a custom task type, you can update any existing tasks to use it.

To set the task type from a task:

  1. Open a task.
  2. In the upper-left, click the current task type.
  3. Select a new task type.

Screenshot of the option to set the task type from a task.

Set the task type from a view

To set the task type from views:

  1. Right-click on a task to open the task context menu.
  2. Click Task Types.
  3. Select a new task type.

Screenshot of the option to set the task type from a view.

Set the task type on a new task

To set the task type from the quick create modal:

  1. Open the quick create modal.
  2. At the top of the modal, click on the current task type.
  3. Select a new task type.

Screenshot of the option to set the task type from the quick create modal.

Set the custom task type using the new button

Use the New button to quickly add a new task type!

Set the custom task type for multiple tasks

You can update the task type for any existing tasks in bulk using the Bulk Action Toolbar.

Set the default custom task types for Lists

Set a default custom task type for a List, so that any new tasks created in the List will automatically use a specific type.

Search for items by custom task type

You can use task type as a filter when searching your Workspace from the Command Center.
  1. Open the Command Center.
  2. Click the filter icon.
  3. Select Task type.
  4. Choose your task type to search for.
  5. Enter a search query.
Screenshot of the option filter search results by custom task type.

Filter by custom task types

You can filter by task type when using filters on views.

Use custom task types in Automations

You can use task type when creating Automation Actions, Triggers, and Conditions. 

For example, when a task is created with the project task type you can automatically apply your project task template.

Or, when a task is set to the invoice task type, you can automatically add it to the Invoice Tracking List in the Accounts Payable Folder.

Use a leads task type for prospects, then when you win the deal, create an account task type to track the ongoing relationship, meetings, and action items.

Use custom task types in task templates

You can specify task type when creating a task template.

Edit and delete custom task types

Workspace owners and admin can edit and delete custom task types available in your Workspace.

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