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1. Open a new record from the Task Types service.
   • This service appears in the Administration - CRM application by default.
     
     
2. Enter a name for the task type.
3. Enter an optional description for the task type.
4. Select a Status for the task type: Active or Inactive.
   • Only Active task types can be assigned to new Tasks.
     
     
5. If this task type is a sub-category of another task type, enter the name of the parent type in the Parent field.
   
   
6. Save the record.
7. Define the task type's Status options. See "Defining Task Type Statuses".

8. Define the task type's Actions. See "Defining Task " Type  Type Actions  for details. 

   Note
   The Task Type's Attributesfunctionality is not available in this version of Aptify. This includes the Attributes tab and the Attribute Display Object and Class fields.