Task types

Overview

The Task Type section is a part of the Operations module in Caddayn Biller. It is used to create and manage different types or categories of tasks used in the operational workflow.

Task types help users classify tasks based on their nature, purpose, or the type of work involved. This makes it easier to organize and identify tasks when managing operational activities.

Accessing Task Type

To access the Task Type section:

  1. Log in to Caddayn Biller.

  2. From the main navigation panel, click Operations.

  3. The Operations menu is displayed.

  4. Select Task Type.

  5. The Task Type page opens.

Purpose of Task Type

The Task Type section can be used to:

  • Create different categories of tasks.

  • Classify tasks based on their purpose or nature.

  • Organize operational activities.

  • Maintain consistent task categorization.

  • Make it easier to identify and manage different types of work.

  • Support structured task management within workflows and job cards.

Creating a Task Type

Where the Create New option is available, users can create a new task type.

To create a task type:

  1. Open Operations.

  2. Select Task Type.

  3. Click the option to create a new task type.

  4. Enter the required task type information.

  5. Provide the necessary details.

  6. Save the task type.

The newly created task type can then be used when creating or managing tasks, where applicable.

Managing Task Types

Users can manage the task types available in the system.

Depending on the available actions and user permissions, users may be able to:

  • View existing task types.

  • Create new task types.

  • Edit task type information.

  • Update task type details.

  • Maintain task categories used in operational activities.

Task Type and Tasks

Task Type works together with the Tasks section.

When creating a task, an appropriate task type can be selected where the option is available. This helps identify the nature of the work associated with the task.

For example, a business may configure task types such as:

  • Installation

  • Inspection

  • Maintenance

  • Delivery

  • Service

The actual task types available in Caddayn Biller depend on the business requirements and system configuration.

Task Type and Workflow

Task types can also be used as part of a structured operational process.

When tasks are associated with workflows or job cards, categorizing them by task type helps users organize and manage different activities more effectively.

Notes

  • Task Type is one of the options available under the Operations module.

  • It is used to create and manage categories or types of tasks.

  • Task types help users classify operational activities according to their nature or purpose.

  • Task types can be associated with tasks where applicable.

  • The available task types depend on the business requirements and application configuration.

  • Users may be able to create, edit, and manage task types based on their permissions.

  • Proper task categorization helps organize tasks and makes operational activities easier to manage.

  • Task Type can be used together with Tasks, Job Cards, Workflow Templates, and Task Board for structured task management.