How do I change a task type for a specific task?

Q: How do I change a Task Type for a specific Task?

A:  Task Types cannot be changed once a Task Rule has been created to prevent the Task generating Tasks based on the historical Type.  Therefore a new Task can be created easily with the Copy to New feature.

  1. Setup --> Task Rules --> Copy to New the Task Rule, Assign the new rule Task Type (The name and abbreviation must be unique)
  2. Make the current task inactive.
  3. If the new Task Rule is a Standard Task then 
  4. Scheduling Calendar or Master Calendar --> Actions button; Add Standard Task to create the new task on the calendar.