Adding, editing and deleting a work type

Add a work type

Go to Practice Settings > Work types click on Add work type, and name the new work type.

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Every Karbon account comes with a set of default work types, you can find a complete list here.

To apply a work type to a job, go to the work item, and under Details > Basics, select Change work type.

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You can also update work types on work templates and work schedules.

Edit and delete a work type

If you'd like to rename or delete a work type, click on the "..." next to it and select your action.

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Note: when you delete a type, Karbon will prompt you to reassign all work using that type to another work. If you simply want to delete the type, select None.

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See also:

Work type defaults

Work type bulk update

 

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