Customising Task Types

Modified on Wed, 23 Nov 2022 at 10:39 AM

Task types help you distinguish different types of work when creating tasks for your Fluid board. They aid in improving the structure of your tasks and make life easier when it comes to reporting.

The task type definition is very dependent on the purpose of the process board. An example of a sprint board used to track development tasks may have the below task types defined. Nominating a specific colour to each task type also helps one quickly identify a task type just by seeing it on the board. 

Board settings page

You can customise board task types at the time of the board creation or by navigating to the Board settings page if the board already exists. 

  • To access the board settings page, click on the Edit button on the top right of the board or backlog page.

NOTE: Only board owners can access the board settings page and customise themes.

Customising Board Task Types

When a board is newly created, the Task Types displayed in the Board settings page, comprises the list of default task types configured by the system administrator.   

You have the option to keep the list as it is, or amend it to meet your requirements.

  • To create a task type, click on the Add New button, to open the following dialog:

  • Name         - The name of the task type
  • Colour        - The colour that represents the task type
  • Is Default   - Indicates whether this task type should be the default task type when creating a new board task

  • If you want to rename an existing task type or change its default settings or colour, click on the pencil icon next the task type name.
  • To delete a task type, click on the cross icon.

Don't forget to click on the Save button on the top right of the board settings page to save your changes!

Setting Task Types

Task types are allocated to the task when creating a new board task.

  • To set a task type, select a value from the Task Type dropdown list. 
  • Complete the other task fields and click Create and close.

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