You can create task types when not all applications apply to each iWorkflow task. Task types are optional and iPracticeHub works without them, but they help reduce the number of applications displayed for a task.
If your practice has multiple applications under Applications Setup, only some of them may be relevant to a particular task. For example, if you create a New Client task but only four of your fifteen applications apply, you can create a New Client task type so the admin team sees only the relevant applications.
Add a new Task Type
Select Setup > Manage > Task Types
Enter a descriptive but concise Title.
Add a description
Select the applications that apply to the Task Type.
You also have the option to attach a help file in PDF format by clicking Choose File
Click Add to create the Task Type.
Once created, you can allocate the new task type to a task in iWorkflows.