Work types, statuses and task types
Work Types, Service Types, statuses, Task Types and Queues.
Settings > Workflow holds how your firm’s work is organised.
- Work Types: the kinds of job, such as BAS or Individual, with how many jobs each has. Press one to change it.
- Service Types: press Add New Service Type.
- Queues: turn on queues, which take work first in, first out.
- Automators, Workflow statuses, Secondary statuses, Task Statuses and Task types follow further down. Press Add Task Type to add one.