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Create And Manage Task Categories And Types

  1. Click the ‘Settings’ icon on the right side of your screen, adjacent to your profile picture.
  2. Now, click on ‘Service Activities’ from the left menu, followed by clicking on ‘Tasks’ from the middle section
  3. Now, click ‘Types’ from the left menu. 
  4. Click ‘Add New’ from the top right to create a new task category/type
  5. Once you have named it, click ‘Add’ and this new task category(type) will be available for selection when creating a new task