How to Create A New Task Type?
This will help you in defining different sorts of repair jobs and work orders. So if it is a field visit or just a diagnosis check, you can mention it on a repair ticket.
Creating new task types is extremely easy. Just:
1. Go to View all Task Types under Module Configuration section of Settings.
![Image: https://repairdesk.uservoice.com/assets/241815881/Screenshot%202023-11-28%20at%2014.40.56.png](https://repairdesk.uservoice.com/assets/241815881/Screenshot%202023-11-28%20at%2014.40.56.png)
2. On View all Task Types screen you can view default task types.
Default Task Types in RepairDesk are:
In-Store - In-store repair job.
On-Site - Technician visits customer for repair.
Pick Up - Collect device from customer.
Drop Off - Return device to customer after repair.
Out Of Warranty - This service is out of warranty.
In Warranty - Repair job taking place within warranty period.
To add another task type click on Add Task Type button.
![Image: https://repairdesk.uservoice.com/assets/241815887/Screenshot%202023-11-28%20at%2014.41.42.png](https://repairdesk.uservoice.com/assets/241815887/Screenshot%202023-11-28%20at%2014.41.42.png)
3. Enter name of task type and click on Create to add this new task type.
![Image: https://repairdesk.uservoice.com/assets/241815902/Screenshot%202023-11-28%20at%2014.42.06.png](https://repairdesk.uservoice.com/assets/241815902/Screenshot%202023-11-28%20at%2014.42.06.png)
4. Now while creating a ticket, on Details page you can select the newly added task type.
![Image: https://repairdesk.uservoice.com/assets/241815908/Screenshot%202023-11-28%20at%2014.44.02.png](https://repairdesk.uservoice.com/assets/241815908/Screenshot%202023-11-28%20at%2014.44.02.png)
Edit Task Type from a Ticket:
You can also update a task type for a repair ticket.
1. Go to Manage Tickets.
2. Select a ticket for editing.
3. Under Service Details, click on Task Type.
![Image: https://repairdesk.uservoice.com/assets/241815968/Screenshot%202023-11-28%20at%2014.47.29.png](https://repairdesk.uservoice.com/assets/241815968/Screenshot%202023-11-28%20at%2014.47.29.png)
4. From the drop-down select another Task Type.
![Image: https://repairdesk.uservoice.com/assets/241815965/Screenshot%202023-11-28%20at%2014.46.54.png](https://repairdesk.uservoice.com/assets/241815965/Screenshot%202023-11-28%20at%2014.46.54.png)
5. Click on Save Ticket button to preserve changes.
Note: If you haven't selected a task type earlier while creating a repair ticket, you can always add it later by opening a repair ticket and selecting a task type as shown above.