Please note: this feature is in Private Preview at the moment, which means we're still making tweaks here and there to make it even better, as well as limiting the roll out to a few early adopters. It'll soon be available in Public Preview, allowing all customers to try this update for themselves.

It's important to make sure that your Task Types are relevant to the Task itself. Using Types makes it easier for Admins to review User activity.

To navigate to Configure Task Type, select 'Configure' from the Type drop-down on a Task. Or, navigate to Configure Task Type here.

Select the 'plus' icon in the top right-hand corner of the Configure section to add a new Task Type.

You can then enter the name of the new Task Type and click 'Create'.

You can use the pencil and bin icons next to the Task Type to edit or obsolete them.

When the pencil icon is selected, you can then edit the Type name.

Please note: each Task Type has a unique ID - these cannot be edited.

Want to learn how to configure your Activity note Interaction Types? Check out this guide.