What are task types?

Task types let your team tell different kinds of work apart, such as issues, bugs, change requests, campaigns, leads or ideas. Each type has its own icon and its own list of statuses. So if features and bugs follow different workflows, create a type for each, with the statuses that type needs.

A new Avaza account starts with one type, Task, with the statuses Not Started, In Progress and Complete. Only Administrators can add and change task types, in Settings › Project Management Settings.

Add a task type

1. Go to Settings › Project Management Settings and scroll down to Task Types.

2. Click Add Task Type.

3. Enter a Type Name and choose an Icon. Each type needs its own name, up to 50 characters.

4. Click Save.

A new type starts with the three standard statuses: Not Started, In Progress and Complete. To rename them or add your own, click the type. See custom task statuses.

The icon helps people recognise the type across the app. In task lists and on board cards, each task's round status icon is its type's icon, filled with the colour of its status.

Edit a type or change the default

Click a type in the Task Types table to open Task Type Details. You can change the Type Name and Icon, manage the type's Task Statuses, and tick is Default Type?.

The default type is the one selected on new projects, in reports and in imports. Each project also has its own Default Task Type, on the General tab of its project settings. It's the type selected when you add a task to that project, and the type given to tasks created by email. A new project starts with the account's default type.

Use task types on tasks

• When your account has more than one type, the Add Task popup has a Task Type field.
• To change the type of an existing task, open it and click the type next to the project name at the top. The task then moves to the new type's first status, Not Started, because each type has its own statuses.
• In a list or board grouped by status, you can't drag a task into another type's status. Change its type in the task instead.
• Filter tasks by Task type in a project, in My Tasks and in All Tasks. The Task List report can filter and group by Task Type.

Delete a task type

Open the type and click Delete. Avaza won't delete:

• The default type. Make another type the default first.
• A type that tasks still use, including tasks in archived projects. Change those tasks to another type first.

Projects that had the deleted type as their Default Task Type switch to the account's default type.

Ideas for task types

In the Sales example, both Won and Lost would be Complete statuses. The task management guide covers everything else about tasks.