Customizing Your Task Types in zipBoard
zipBoard offers flexibility in how you organize and manage your project tasks. With Customizable Task Types, you can adjust default options or create new ones to align with your unique project needs. This guide will walk you through the process of customizing and creating task types, providing examples of how different industries can take advantage of this feature.
Why Customize Task Types?
Customizing task types allows you to tailor the task categories in zipBoard to fit your project’s workflow. Whether you’re working in construction, design, or software development, creating and modifying task types ensures that your project management structure is aligned with the way your team operates.
Benefits of Customizing Task Types:
- Tailor task categories to match specific workflows.
- Standardize task management across teams and projects.
- Adapt zipBoard’s default suggestions to fit your unique project needs.
How to Customize Default Task Types
Follow these steps to customize the default task types in zipBoard:
- Login to zipBoard: Open your project dashboard in zipBoard.
Navigate to Task Types: From your project dashboard, go to the Task Types section.
- Click “Add New Task Type”: Click the button to Add New Task Type.
Name Your Task Type: Enter the name of the new task type, such as “Client Feedback” or “Design Approval.”
- Save Changes: Once you’ve entered the details, click Save to apply the changes.
- Set as Default Task Type: After saving, you’ll see a Default dropdown menu. Click the dropdown and select the task type you want to set as the default for your project.
This process allows you to customize and standardize task types based on your specific project or industry needs.
Examples of Common Custom Task Types by Industry
Here are examples of custom task types that can be useful in different industries:
- Architecture and Engineering (AEC):
- RFI (Request for Information)
- Submittal Review
- Site Inspection
- Creative Agencies:
- Concept Review
- Client Approval
- Final Proofing
- Software Development:
- Code Review
- Bug Fix
- Feature Development
- eLearning:
- Course Content Creation
- Instructional Design Review
- Assessment Design
These task types reflect common workflows within each industry and can help teams stay organized and efficient.