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