Customize workflow statuses for work types
Customized workflow statuses can now be used with each work type. To set up or edit these status...
Work type defaults
At any given time, a firm has different types of ongoing jobs. Particularly during tax season or ...
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 ...
Can I apply a work type in bulk to multiple work items?
You can only apply a work type to multiple pieces of work if: you apply a type to a work templat...
Can a piece of work have multiple work types?
No, each work item can only have one work type.
Does every work item need a work type?
No, the default work type is None. You can change your work item and template types at any time.