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How do I customize my task types and set up default checklists?
How do I customize my task types and set up default checklists?

This article describes how to set up task types and checklists for your organization.

Written by Katie Briggs
Updated over a week ago

Tasks are an essential part of Fulcrum's Intelligent Team Automation functionality. A task type can be associated with a task to help identify the task and 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: You will need to have our Intelligent Team Automation (Tasks and Issues) feature set enabled to use this workflow! If you do not see Tasks and Issues in Fulcrum, please reach out to our support team via our in-app chat to learn more about this new functionality and to have them enable it. It is included with your existing subscription.

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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