---
title: "Task Types"
slug: "tasktypes"
tags: ["add attributes to task", "attaching forms to tasks", "progress state in tasks", "task colours", "task reminder", "trigger tasks", "triggers for tasks", "workflow for task", "workflow for task type"]
updated: 2025-08-28T02:24:15Z
published: 2025-08-28T02:24:15Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Types

Admin Content

Tasks are assignments created in jobs to assign items of work or other milestones to job contacts. It can also have sub-tasks, which are called child tasks to the parent task which is the task under which they are created. You can [create tasks](https://help.12dsynergy.com/docs/copyofv5tasksdoc#12-how-to-create-a-task) using the 12d Synergy Client application.

Tasks can be of different types. These types allow you to categorize and define special information about tasks that might be used for different purposes. They allow you to define the following details for any new task:

- [States and state transitions](/v1/docs/v5tasktypes#112-to-create-more-progress-states-for-this-task-type-do-the-following)
- [Attributes](/v1/docs/v5tasktypes#113-to-add-attributes-to-the-new-task-type-do-the-following)
- [Actions](/v1/docs/v5tasktypes#114-to-add-actions-dependent-on-the-status-of-tasks-of-the-new-task-type-do-the-following)
- [Reminders](/v1/docs/v5tasktypes#115-to-create-a-reminder-for-this-task-type-do-the-following)
- [Task Templates](/v1/docs/v5tasktypes#116-to-create-a-task-template-for-this-task-type-do-the-following)
- [Triggers](/v1/docs/v5tasktypes#117-to-create-a-trigger-for-this-task-type-do-the-following)
- [Workflows](/v1/docs/v5tasktypes#119-to-create-a-workflow-for-the-selected-task-type-do-the-following)
- [Forms](/v1/docs/forms-1)

The default, 12d Synergy comes with one task type called the ‘generic’ task. You can [create task types](https://help.12dsynergy.com/docs/v5tasktypes#to-create-more-progress-states-for-this-task-type-do-the-following) that suit your requirements.

You cannot delete a task type that has been used for creating tasks in the 12d Synergy Client application.

By default, a generic task type has three states of progress. They are as follows:

- Not Started
- In Progress
- Closed

A closure state is a state that defines the last state of a task. You can [create more states](/v1/docs/v5tasktypes#112-to-create-more-progress-states-for-this-task-type-do-the-following) to suit your requirements for the task type. Each state can also require attributes to be filled out before it transitions to the next state.

### 1.1. How to Create a Task Type

1. In the **12d Synergy Administration** application, select the **System Rules** tab **> Tasks** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-j838zwbz.png)
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-fa2h15dn.png) button. The **Create a Task Type** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-jh13wacs.png)
3. Enter a name for the new task type in the **Name** box.
4. Click the **Save** button.
5. In the **System Rules** tab **> Tasks** tab, select the newly created task type and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-7q8vkebj.png) edit icon. The **Edit a Task Type** window is displayed.
6. Do any of the following:

#### 1.1.1. To change the colour of the tasks of this task type, do the following:

1. Click the **Select** button displayed against coloured **Display Colour** box and select a colour. The tasks of this task type will display in the selected colour.

#### 1.1.2. To create more progress states for this task type, do the following:

1. Select the **States** tab and click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-g4o6a2xy.png) button. The **Create/Edit a Task State** is displayed.
2. Enter the name of the new progress state in the **Name** box.
3. From the **Closure?**list select whether or not the state you are creating is the last state of the task.

A task may have multiple closure states. In the **Completion Percentage** box, mention the percentage completion of the entire task when it reaches this newly created progress state.
4. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-cmjn67an.png) button to add either[a new attribute or an existing attribute](https://help.12dsynergy.com/docs/v5attributes#14-how-to-create-add-an-attribute) to this state.
5. Click the **Set**button.

#### 1.1.3. To add attributes to the new task type, do the following:

1. Click the **Attributes** tab.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-yqxrvlxp.png) button to[add either a new attribute or an existing attribute](https://help.12dsynergy.com/docs/v5attributes#14-how-to-create-add-an-attribute)to the new task type.

#### 1.1.4. To add actions dependent on the status of tasks of the new task type, do the following:

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-u9kkx3w9.png)

1. Select the **Actions**tab.
2. From the **When all tasks that this task type depends on are closed:** list, select the next action that has to be done when all tasks that this task type depends on are closed.
3. From the **When a task of this type is due to start:** list, select the action that has to be done when a task of this type is due to start.

#### 1.1.5. To create a reminder for this task type, do the following:

1. Select the **Reminders** tab.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-j3567uyb.png) button. The **Create a Reminder** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-wx0yzay0.png)
3. In the **Create reminder**box, select the time in days, weeks, months, or years.
4. Select either the **before** option or the **after** option.
5. Select the **the task starts** option or the **the task is due** option.
6. Select the frequency of the reminder by logically selecting one or more of the following check boxes.
  - Recur daily until the task is closed
  - Remind even if the task has started
  - Remind even if the task is closed
7. Select one of the following options from the **Send reminder to**list.
  - **Just Me**– send the reminder to yourself only
  - **Owner and Assignee**– send the reminder to the task owner and the person to whom the task is assigned
  - **A specific user**– send the reminder to a specific user
  - **A user group**– send the reminder to a group of similar users like engineers, surveyors, etc.
  - **A project role**– send the reminder to a specific role like a project manager, team lead, etc.

If the **Task Reminders always sent** setting is set to **Yes** in the **12d Administration** application **> System Settings**tab **> Tasks** section, then an email is sent to the selected recipients even if the task is closed, irrespective of its current status.
8. Click the **Create** button. The reminder is displayed in the **Reminders**tab.

You can delete a reminder by selecting the reminder from the **Reminders** tab and clicking the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-ds9nssn5.png) button.

#### 1.1.6. To create a task template for this task type, do the following:

1. Select the **Task Templates** tab.

> [!NOTE]
> You can create a task template only after a task type is created. This means you cannot define a task template while creating a task type. Hence, save the task type you are creating and then select it in the **Task Templates** tab to edit it. The **New** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-yanf92gr.png) icon is then enabled for you to create a task template.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-yanf92gr.png) icon and follow the steps to [create a task](https://help.12dsynergy.com/docs/v5workingwithtasks#12-how-to-create-a-task).

#### 1.1.7. To create a trigger for this task type, do the following:

1. Select the **Triggers**tab.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-j3567uyb.png) button. The **Edit a trigger** window is displayed.
3. [Create a trigger](/v1/docs/triggers)
4. Click the **Save**button.

#### 1.1.8. To attach a defined form to this task type, do the following:

1. Select the **Forms** tab.
2. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/v5tasksandtasktypes-2.doc-image-j3567uyb.png) button. The **Attach Forms**window is displayed. All the defined forms are displayed in this window.
3. Select the form you want to attach to this task type and click the **Add** button. This means that whenever a task of this task type is created, filling out this form is a part of the task execution.
4. Click the **Save**button.

#### 1.1.9. To create a Workflow for the selected task type, do the following:

1. Click the **Workflow** button displayed in the **Edit a Task type** window **> States** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/tasktypewf.png)
2. [Create a workflow](https://help.12dsynergy.com/docs/build-a-workflow).