Tasks were introduced as part of Fulcrum's Intelligent Team Automation functionality. A task type can be associated with a task to help identify the task and to default a checklist. Fulcrum comes preloaded with a standard list of task types, but you can customize this list to best suit the needs of your organization.

NOTE: Your organization may not have our new Intelligent Team Automation functionality (which includes tasks) enabled. Please contact support@fulcrumapp.com if you are interested in enabling this functionality.

To add to your organization's list of task types or edit the existing ones:

  1. Select Tasks from the left menu.

  2. Select TASKS CONFIG.

    Note: You must have Manage Apps permission to modify your organization's task types. If you do not, you will not see the TASKS CONFIG button.

  3. In the Tasks Config modal, you can rename or delete existing task types and add new ones.

  4. You can also add a checklist to a task type. By adding a checklist to a task type, whenever a task with that task type is created, the checklist will automatically populate the task.

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