Create task classes
Practice Admin Managers Partners Job Admin
The task class is used to categorise tasks and depict the job class which can then be used for reporting purposes.
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Select Admin > Categories from the menu.
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From the Practice Engine Web Control page, select General Categories from the list.
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Scroll down the list of categories, then select Task Class.
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From Task Class, click Add.
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Enter a Code (numeric only) and Description.
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If required enter a number in the Order field to identify where in the list the new class should appear.
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Ensure that Active is selected if you want the class to be immediately available.
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Click Save.