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Overview
Custom Task Types allow you to define specific categories of tasks you use within AdviserLogic’s Workflow module. By setting up Task Types that match your firm’s processes, you can standardise task categorisation, reporting and assignment. Creating tailored Task Types ensures consistency across workflows and supports clearer task reporting and filtering.
Setting up Custom Task Types
When you create a task, you can add a Task Type to it. We provide some commonly used types, such as High Priority, Medium Priority or Client Facing. However, you can add your own by following the steps below.
In case the Switch to New Workflow toggle is off.
Open the Task dialog. You can do this by selecting Quick Task from the left menu panel.
Select <Add new> from the Task Type drop-down.
This will activate the Task Type screen. Select Add and enter Type name and select Save.
The New Task Type will be added in the Task Type drop-down.
Alternatively, you can open a client card and go to Tasks > Add Task.
In the Task Type drop-down, click <Add new>. Note that this feature is available to your practice champion only
Type in the name of your new Task Type. Select Save.
This also works when you open an existing task and alter the Task Type in that dialog.
If the Switch to New Workflow toggle is ON.
Go to Tools > Administrative Tools > Practice Management > Workflow Setup.
💡Tip
Administrative access is required.
Workflow Template screen will display. Select Add
Enter the Name of the Workflow and select Add from the Template Workflow Task screen.
In the Task Type drop-down, select <Add new>
Select Add from the Task Type pop-up, and enter Type Name and Save.
The new Task Type will be added to the Task Type drop-down.
Go to Workflow 2.0 > List > Options > Add Task
You can create another Task Type by following the above steps.