NetClose - Task Types
Overview
Task Types describe the kind of work a task represents, such as a close activity, an audit request, or an internal project. Every NetClose task has a Task Type, and users can filter tasks by type on the Task List or Task Board. Task Types also control two other things:
- The Exclude Task Types from Close Dashboards setting in System Settings keeps tasks of the selected types off the My Work, Close Progress, and Close Trends dashboards.
- If your Document Management task folders include a Task Type level, each type gets its own folder. Tasks with no type go in a "No Task Type" folder.
NetClose includes the following 10 task types out of the box:
- Close Activity
- Process Improvement
- General
- Project
- Implementation
- Audit Support
- Personal
- Reporting
- SOX Compliance
- Consolidation
However, task types can be added, modified, or inactivated as desired.
Where Task Types live
Unlike Task Classifications, Task Types are not under the NetClose Setup menu. They are a NetSuite custom list named NetClose Task Type. You need a NetSuite role that can edit custom lists, typically an Administrator.
Step-by-step process - Task Type changes or additions
- In the NetSuite global search, type NetClose Task Type and select the page from the results.
- Select Edit to modify any existing task types. Or select New NetClose Task Type to add a new one.
- To inactivate certain task types, select Show Inactives and then mark them as such.
All active task types appear in the Task Type dropdown on tasks and task templates, and in the Task List and Task Board filters.
Avoid deleting types in use
Tasks and templates refer to Task Types by value. To remove a type from the dropdown, inactivate it. Deleting a value that tasks still use can leave those tasks without a type.
Tips
- Task Type is required on every task, so keep at least one active type.
- If you add types for work outside the month-end close, such as Personal or Project, add them to Exclude Task Types from Close Dashboards under NetClose > Setup > System Setup > System Features > Tasks so they don't count toward close progress.
- Task Types and Task Classifications are separate fields. Use the type for the kind of work and the classification for the area of the close, such as Cash or Fixed Assets.
