Types and departments are optional labels to help you better organize tasks. You can completely customize them to match your organization’s needs. Once in place, team members can use these labels to filter the list of tasks in a deal or report.
Use task types to specify the nature of a task. Common examples include “approval” and “deliverable”, but it’s best to customize the list according to how your team members already describe their work.
Use the department list to better track which parts of your organization are responsible for completing which tasks. You can add department names which match your org’s existing structure.
Select Setup from the navigation bar, then open the System Configurations tab. Tasks is in the left pane and is the default option.
Next, click either Department or Task Type to expand the list. From here, you can click the + icon to add a new label at the bottom of the list. Enter the department or task type name to add, then click the check mark icon to save (or the x icon to cancel).
To change the name of an existing label, click the pencil icon next to it. When you save the change, it is immediately reflected across all of Activate—any tasks already using this label are updated to the new label.
To delete an existing label, use the trashcan icon and select Yes in the confirmation box. However, a label can only be deleted if it is not in use.