Work types


In brief

Work types are the different jobs commonly performed on cases. Work types are either productive or non-productive.

Enter and edit work types

  1. Go to Tools > Settings > Work types. Existing work types are displayed in the table with a code if using accounting integrations, a default cost per hour and a checkbox to indicate if the work type is non-productive.
  2. To add a work type, enter the name, cost per hour and click to mark non-productive if applicable. And click Add.
  3. Or, edit an existing work type:
  • To change the name: Click the edit icon  for that row, enter or edit text and click save.
  • To disable: Click disable.
  • To delete: Click disable on the row and then click the delete icon. When deleting an industry that is associated with accounts, a pop-up window will open that allows you to link the affected accounts to another industry.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.
Have more questions? Submit a request