Add Task/Note Types

Written by Jessica Welles

Last published at: May 11th, 2020

The same user-defined menu in CSuite applies to both Tasks and Notes. 

If you went live in late 2019 or after, you likely have default Opportunity Types and Task/Note Types in your site. These can be edited or deleted to suit your needs. 

To create Task/Note Types:

  1. Select Opportunities from the Home page.
  2. Click List Types.
  3. Click Add Task Type.
  4. Enter a name and click Create.