Task Types, Consumables, and Service Types, can now be enabled for specific Client Partners from the Partner Detail.
This two-step approach allows each Client Partner to have their own set of available types.
How it Works
Task, Consumable, and Service Types are all created at the organisation level, from their respective views within the Organisation menu.
Once defined at the organisation level, each type is enabled on the Client Partner.
Consumable Types, Service Types, and Task Types cards on the Partner Detail
When creating a new Task, Consumable, or Service Type, there is an optional checkbox to make the new type "Available to all client partners". If this checkbox is not selected, client partners will need to have the type enabled on their partner profile.
Creating a New Task Type
Enabling a Type
To enable a Task, Consumable, or Service Type for a client partner, navigate to the Partner Detail.
Select "Edit" on the relevant Task Types, Consumable Types, or Service Types card.
Use the checkboxes to enable the required type, then use the "Save Changes" button to finalise the changes.
Editing Consumable Types for a Client Partner