Home > Tasks > Task How To's > Using Task Types

Using Task Types

To organize your tasks, you may create your own task types in Stratus.

Setting Up Task Types

Before you can use task types to organize your task list, you will need to create your tasks types in Stratus. 
  1. Go to Maintenance > Task > Task Types to open your list of tasks types.

  2. Click New to add a type or just start typing a description in the first line.

  3. To maintain your task type list, you may also want to:

    • Delete a Task Type -  Highlight the type and click Delete on the ribbon.

    • Rearrange the List - Highlight a task type and use the Move Up and Move Down tools on the ribbon.

    • Hide Inactive Types - Click Hide Inactive on the ribbon to hide (or reveal) any inactive task types.

    • Print the List - Click Print on the ribbon to generate a printed report of your task types.

    • Export the List to Excel - Click Export to Excel to export an Excel file that you can download.

  4. Close the task type list when finished.

Using Task Types

Tasks are a great tool to keep your schedule organized. You can manage your todo list using tasks. Here are some ideas to help you start using task types in Stratus.

1. Use Task Types to track tasks for your different parts of your business. For example: Have a task type for Production, Sales, Follow Up, Customer Service, Lead Follow up, Personal, etc.

See also

Was this information helpful?YesNo