To-Do Types

To-Do Types

 

To-Do Types are created via the form at System Settings->To-Do's->Configuration->To-Do Types. Each module has it's own set of to-do types. Classifying the relevant to-do tasks assists in identifying the type of tasks allocated to various users e.g. cold calling prospects, follow-up calls with suppliers, chasing outstanding payments from customers etc.

Description

The name identifying the to-do type. This must be uninque per module

.Default

This is the to-do type that will be given to any new to-do created for a given module. Only one to-do type per module can be flagged as the default.