If the user is an administrator for Collaborate, It is possible to create different task ‘types’ in Collaborate, so choose which task type is needed when creating tasks. Follow the below steps to create a new task type:
Go to the collaborate Settings.
Click ‘Create Task Type’.
Enter a ‘Name’ for the task type. For example ‘Project Work’.
Click on ‘Actions’ against any field to amend the name of the field. For example, amend ‘Due Date’ to ‘Deadline’.
The user is also able to add additional fields to the task by clicking ‘Add Field’.
Enter a Field label name.
Select the type of field.
‘Text’ - will allow written text.
‘Number’ – allows the user to enter a numerical digit.
‘Dropdown’ – allows the user to enter drop down values.
If this is chosen, enter the first drop down value, press enter and enter the second drop-down value and click save.
‘Date’ – allows the user to enter a date.
‘Notes’ – larger text area.
Press save to return to ‘task types’.
Press save to complete creating the new task type.
Now when trying to create a task in Collaborate, the option to choose a normal task or the new task type option will be available.