Editing a Task Type

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the Miscellaneous list, click the Other link and select Task Types from the drop down list.

   
   
   

   Updated Configuration Quick Links screen

3. The Task Types screen will appear.

   
   
   

   Task Types screen

4. On the Task Types screen, click on a Task Type.
   The Task Type Maintenance tab will appear.

   
   
   

   Task Type Maintenance tab

5. On the Task Type Maintenance tab, you may edit any of the available fields within the select task type.

6. Click on the Participants tab.
   The Participants tab will appear.

   
   

   Participants tab

7. On the Participants tab, you may edit any of the available field within the tab.

8. Click on the Task Type tab.
   The Task Type Maintenance tab will appear.

   
   

   Task Type Maintenance tab

9. Click the Save button to save changes made to the Task Type Maintenance tab.