Task Type
Overview
Task Type – Business Overview
Task Type is a simple but important reference document in Dafater that helps businesses categorize and standardize the kinds of work performed within projects. It defines what kind of task is being carried out, making project planning, execution, and reporting more consistent and meaningful.
What Task Type Is Used for in Business Operations
Task Type is used to: - Classify tasks based on the nature of work (for example: Design, Development, Review, Testing, Support, etc.) - Create a shared understanding across teams about the purpose of each task - Improve visibility into how time, effort, and resources are spent within projects - Support better reporting and analysis of project activities
By using Task Type, organizations move from loosely defined tasks to structured, business-aligned work categories.
Prerequisites or Setup Requirements
Before using Task Type effectively: - The organization should define common categories of work used across projects - Project managers or business leaders should agree on standard naming to avoid duplication or confusion - Task Types should reflect real business activities, not internal jargon
Once defined, these Task Types can be reused consistently across all projects.
Typical Workflow and Business Fit
Define Task Types
Business or project leadership sets up Task Types that reflect recurring activities.Create Projects and Tasks
When tasks are created within a project, users select the appropriate Task Type.Execute and Track Work
Teams perform tasks while managers monitor progress based on Task Type categories.Review and Analyze
Reports can show how much effort or time is spent on each Task Type, helping with planning and optimization.
Task Type fits naturally into project planning, execution, and performance review processes.
Key Business Scenarios Where Task Type Is Essential
- Project Management: Understanding how project effort is distributed across different types of work
- Service-Based Businesses: Differentiating between billable work, internal work, and support activities
- Process Improvement: Identifying which types of tasks consume the most resources
- Client Reporting: Explaining work done in clear, standardized categories
- Capacity Planning: Forecasting future workload based on task patterns
Important Considerations for Users
- Keep the list of Task Types simple and relevant; too many options reduce clarity
- Use consistent naming so everyone interprets Task Types the same way
- Review Task Types periodically to ensure they still reflect how the business operates
- Treat Task Type as a strategic classification tool, not just a mandatory field
In Summary
Task Type in Dafater helps organizations bring structure, clarity, and insight into project work. By clearly defining and consistently using Task Types, businesses can manage projects more effectively, analyze performance accurately, and make better operational decisions.
Basic Information
- Module: Projects
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| weight | Weight | Float | - | Relative importance of this task type for Dafater workflows | |
| description | Description | Small Text | - | Business explanation of the task type used across Dafater processes |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Projects Manager | ✓ | ✓ | ✓ | ✓ | ||
| System Manager | ✓ | ✓ | ✓ | ✓ | ||
| Projects User | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Task | Linked from | Projects |