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            Add Custom Task Types

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            Add Custom Task Types

            Custom task types help your care coordinators create tasks that are specific to the type of care that they deliver. For example, for an outpatient orthopedic surgery center, task types could include Pre-Op Lab Work or Weekly PT.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To create or change custom fields: Customize Application

            Plan carefully when you create task types so that there aren’t too many choices in the picklist.

            1. From the object management settings for Activity, go to Fields & Relationships.
            2. Click TaskType.
            3. In the Values section, click New.
            4. Add one or more picklist values in the text box. Put each value on its own line
            5. Select Care Plan Task so that the new values are associated with the TaskType picklist.
            6. Save your changes.
            7. To change the order in which the values display in the picklist, click Reorder.
            8. To specify a default value for the picklist, select the Default checkbox for that task type.
             
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