Customizing Your Task Types in zipBoard

In zipBoard, you can customize a project's task types by creating new ones, setting the default, and deleting the ones you don't need. Task types can't be edited, so to change one, delete it and add a replacement.

Why customize task types?

Customizing task types lets you tailor zipBoard's task categories to your project's workflow. Whether you're working in construction, design, or software development, creating and modifying task types keeps your project structure aligned with the way your team operates.

• Tailor task categories to match specific workflows.
• Standardize task management across teams and projects.
• Adapt zipBoard's default suggestions to fit your project's needs.

How do I add a task type and set the default?

1. Log in to zipBoard and open your project dashboard.
2. Navigate to Task Types: From your project dashboard, go to the Task Types section.

   

3. Click Add New Task Type and enter a name for the new task type, such as "Client Feedback" or "Design Approval."

   

4. Click Save to apply the changes.
5. Set the default task type: After saving, open the Default dropdown and select the task type you want as the project's default.

   

What are some common custom task types by industry?

• 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

How do I manage and delete task types in my project?

Managing task types (adding, editing, or deleting them) keeps your project structure tailored to your team's needs:

• Prevent duplication: Eliminate redundant task types that clutter your project.
• Adapt to project needs: Adjust task types as your project evolves.
• Keep tasks consistent: Standardize how tasks are categorized across the project.

You can delete task types in bulk or individually.

Delete custom task types in bulk

1. Access Task Types: From your project dashboard, go to the Task Types section.
2. Open Bulk Actions (AI Powered): In the task types settings, select the Bulk Actions dropdown.
3. Choose an option:
   • Delete All Custom Task Types: Removes all custom task types and keeps only the default type.
   • Delete All Unsaved Task Types: Removes any task types that haven't been saved to the project.

Delete a task type individually

1. In the Task Types section of your project settings, find the task type you want to delete.
2. Click the "X" next to the custom task type to remove it.

Delete a task type that has tasks assigned to it

When you delete a task type that has associated tasks, zipBoard prompts you to pick a replacement:

1. Delete the task type. A pop-up asks you to select a replacement task type.
2. Select a new task type from the list.
3. Apply the changes. All tasks that used the deleted type are updated to the new type.