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Event Task Type

📆 Revision Date:

Event Task Types Overview

Event Task Types are predefined categories that help organize and classify tasks related to an event. When creating a task, users select a Task Type to indicate the nature or purpose of the task—for example, Deposit Due, Follow-Up, or Contract Due Date. These categories make it easier to manage event-related activities, ensure important deadlines are tracked, and improve reporting by grouping similar tasks together. Using consistent Task Types helps standardize task management across the team and enhances visibility into the event workflow.

Navigate to Home > Event Administration > Event Setup > Event Task Type

Event Setup_Event Task Type.png

Event Setup > Event Task Type

Accessing and Creating Event Task Types

The Event Task Types screen displays a list of all existing event task types available for use with an task.

To create a new event task type:

  1. Navigate to the Event Task Type screen.

  2. Click the blue Add New button in the top-right corner to begin creating a new event task type.

Event Task Type_Add New.png

Event Task Type: Create New Task Type

Adding a New Event Task Type

When you click Add Event Task Type, the Add Event Task Type screen will appear.

  1. In the Name field, enter a clear and descriptive name for the new task type.

    • Example: "Event Execution"

  2. Once you've entered the name, click the blue "Save" button to create the new Event Task Type.

📝 Tip: Task Types help categorize tasks for better tracking and reporting—choose names that clearly reflect the purpose of the task.

Event Task Type_Save Button.png

Event Task Type: Add Event Task Type

Confirmation

After saving, you will be returned to the Event Task Type listing screen.
Your newly created task type will now appear in the list and is available for selection when creating tasks.

Note: At this time, there is no option to delete or inactivate an Event Task Types once it has been created. Please plan carefully when adding new task types.

However, you can edit an existing event task type if updates are needed.

Event Task Type_Task Created.png

Event Task Type: Task Type Created

🖥️ Where “Event Task Type” Appears in the User Interface (UI)

"The 'Event Task Type' field appears when creating a task in EventKey."

Task Type_Task.png

Event Task Type: Task

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