A user with administration access to Options ; Manager ; Look ups ; List of Values will now see a list value of Task Type.

During this release, four default task types will have been included. Please note, if any are deleted, they will not be replaced in subsequent releases:

A new task type can be added by clicking the ✚+ button, where the standard pop-up will be displayed.

A unique Value Name must be entered, along with the optional Description.

Clicking Save will add this new task type to the list if task types.

When adding a new task or maintaining an existing task under My Actions ; Tasks or My Actions ; Notebook ; click Task ; Task (form), it is now possible to attach a task type as an optional field to a task, to distinguish tasks.

Clicking into the Type field will offer a dropdown of the list of Task Types available as an optional selection.

When extending a contract placement from any of the following areas:

And entering step 3 Set Task(s), a new column of Type has been included. On clicking into the Type field for a row, a dropdown of the list of Task Types available as an optional selection.

When adding a task via a Quick Note from any of the following areas:

And creating a Task, a new column of Type has been included. On clicking into the Type field for a row, a dropdown of the list of Task Types available as an optional selection.

While maintaining the My Actions ; Tasks, it is now possible to filter by the new Task Type, provided this has been included to tasks.

Clicking on the Filter option, a new category of Type has been added, which when clicked, will list the task types that have been setup.

One or more task types can be selected and moved to the Selected column by use of the right-hand arrow.

Clicking Apply Filter will filter the task list for the selected filter criteria.

To make the adding and maintaining of links to tasks, the contents of the Other Links tab have been moved to a new collapsible sub-list Links within the Details tab. The Other Links tab has been removed to avoid any confusion.

Using standard sub-list functionality, new links can be added via the ✚ button, where the Add option is available. Clicking Add will take the user through the current flow of adding a new task.

On selecting the link type entity (applicant, client, etc), the new link is added to the sub-list.

To the right of each link is a 3-dot menu, which offers options of

Additional columns are available via the ⚙ cog wheel, these will be shown in the sub-list and retained as a sticky setting.

When viewing tasks in table view, additional columns below, have been added to aid efficiency and clarity.

Under the ⚙ cog wheel option, the additional columns are optional