Available with 2025.03 app version onwards.
On the Task Types page, with the relevant permission (ADMINPORTAL.PortfolioSetup.TaskTypes) you can view and manage all task types that were created for the selected building. You can:
- Search for a task type
- Make one or more task types active or inactive
- Delete task types
- Add a new task type
To add a new task type:
- Click +ADD in the top right corner of the Task Type list page. A new Create Task Type page opens.
- Fill in at least mandatory fields for your users to start using this task type to raise service requests.
- Task Type Name should be descriptive and explicit for end users to confidently select it as needed.
- Select Space Type to apply this task type to.
- Select Task Category to be the predecessor for this task type when users will be creating a service request.
- Set Priority for task resolvers.
- Equipment Type
- Resolve Duration (minutes)
- Priority Resolve Duration (minutes)
- Meta External Task Type ID to connect with external service management system.
- Choose whether Enable this Task Type now.
- Add Details is used to make users to mandatory add a comment to the raised task.
- Require Cost Code for resolving the task.
- Make this task type default for the space cleaning task category.
- Make this task default catering task if such category exists. Can be used for easy coffee refills etc.
- Click Save.