How to Add, Edit, and Delete a Task Type in UPilot?

In UPilot, you can manage your day-to-day tasks and get reminders for when a particular task is due. You can effectively manage your tasks using different task types and setting the reminder which will remind you before the mentioned time.

Although there are some default task types such as Call, Email, Meeting etc.already in UPilot, you can add,edit, or delete these task types based on your needs.

Adding a Task type

To add a custom task type, you can do so in the following manner:

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Task Fields
2. Go to Tasks Fields > Click on the ‘edit icon‘ right to the Type of Task
3. Click on ‘Add new task type’ at the bottom of the popup to add a new task type in the list
4. Enter the task type as required
5. [Optional] Also, you can select an icon for the new task type by clicking on the “icon” left to the textbox
6. Click on ‘Create’

Editing a Task type

To edit an already existing ‘task type’, you can:

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Task Fields
2. Go to Tasks Fields > Click on the ‘edit icon‘ right to the Type of Task.
3. From the list, you can click on the ‘task type’ to be edited
4. Enter the updated name
5. Click on the ‘save icon’ to save your changes.

Deleting a Task type

To completely remove an existing task type from your account, you can:

1. Go to the Settings (Gear icon on top-right) > Manage Fields > Task Fields
2. Go to Tasks Fields > Click on the ‘edit icon‘ right to the Type of Task
3. Click on the ‘trash icon’ next to the task type you wish to delete
4. Select ‘Delete’ from the pop-up notification