Task Categories

You can use the Task Categories list to configure the categories you want to use for tasks in the Activity Detail report and any custom reports you create.

Prerequisites

To view the page, you must have Contact Manager - Configuration - View authorization.

To edit the page, you must have Contact Manager - Configuration - Manage authorization.

Access Method

Select the Lists tile > locate Contact Manager > select Task Categories.

Procedure to Add or Edit Items

  1. Review the values of the records in the grid.

  2. If you want to:

    • Add a new list item, select the New button on the toolbar

    • Add a new list item by copying and modifying an existing list item, select the row in the list, and select the Duplicate button on the toolbar

    • Edit an existing list item, select the Name in the list

  3. Review, specify, or change the following values.

    ActiveClosed Specifies whether the associated record is active.

    CodeClosed The alphanumeric code assigned to the item by your institution. In most cases, codes must be unique.

    NameClosed The descriptive name of the item.

  4. If you want to save and: 

    • Continue making changes, select the Save button

    • Continue to add another item to the list, select the Save & New button

    • Close, select the Save & Close button