Creating Task Types

This section covers the necessary steps involved in creating a new task type definition within the Metrix Asset Management System. As the task types are backed by the form management system (see Form Management ), after a certain point the instructions will defer to the directions on creating/managing a form definition.

Info

As with the custom attribute forms, simply creating a task type definition does NOT make it available for use. You still need to assign the task type to the Classification(s) that should use it.

To create a new task type definition within Metrix, complete the following steps:

  1. Navigate to the ‘Task Types’ management page (Assets Menu > Task Types).

  2. Click on ‘Create New Task Type’ at the top of the page

  3. This will create and display a default task type definition with a single form field, ‘Comment’.

  4. Replace the Task Type Name (‘New Form’) with a task name that relates to the new task, and then begin editing the task type form layout. For this, follow the steps outlined in Creating a new Form.