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Intro to Task Types

Overview​

Task Types help you organize tasks based on your business processes. They allow you to define separate workflows and custom fields for different types of work, such as bugs, SEO, design, or support tasks.

Every task in 5day.io must belong to a Task Type.

A Task Type controls:

  • The status workflow the task follows
  • The custom fields visible inside the task

This ensures that each task follows the correct process and captures the right information.

Why is Task Type Important?​

Different teams work differently.

A bug task does not follow the same process as a marketing task.

A design task does not require the same information as a support task.

Task Types allow you to:

  • Define department-specific workflows
  • Capture relevant structured information
  • Avoid unnecessary statuses
  • Maintain clean and organized processes
  • Align 5day.io with your business operations

Instead of forcing all tasks to follow one common structure, you can create structured processes for each type of work.

How Task Type Works​

Task Type controls two key areas:

1️⃣ Status Workflow​

Each Task Type can have its own status workflow.

For example:

Bug Task Type – Status Workflow

  • Reported
  • Fixing
  • Testing
  • Resolved

SEO Task Type – Status Workflow

  • Keyword Research
  • Optimization
  • Published

At the Project level, you can choose how workflows behave:

  • By Task Type → Each task follows its own Task Type workflow
  • Common for All Tasks → All tasks follow one shared project workflow

If “By Task Type” is selected:

  • Bug tasks follow Bug workflow
  • SEO tasks follow SEO workflow

If “Common for All Tasks” is selected:

  • All tasks follow the same workflow in that project

2️⃣ Custom Fields​

Custom fields allow you to capture structured information specific to a Task Type.

For example:

Bug Task Type

  • Bug Title
  • Severity
  • Environment
  • Steps to Reproduce

SEO Task Type

  • Target Keyword
  • SEO Tool Used

These fields appear only when that Task Type is selected.

Custom Field Scope (Important)​

Custom fields can be added at two levels:

Workspace Level​

If a custom field is added under

Workspace → Customization → Task Type

  • The custom field will be available wherever that Task Type is used across the workspace.

Project Level​

If a custom field is added under

Project Settings → Customization → Task Type

  • The custom field will apply only within that specific project.

This allows you to maintain:

  • Global standard fields at workspace level
  • Project-specific fields when required

Key Features of Task Type​

  • Create multiple Task Types per workspace
  • Assign separate workflow to each Task Type
  • Add custom fields specific to each Task Type
  • Set one default Task Type per workspace

Subscription Association​

PlanTask Type Limit
FreeUp to 5 Task Types
GrowthUnlimited
ScaleUnlimited

Roles and Permissions​

Task Types are created at the Workspace level and used at the Project level.

To Create or Edit Task Types​

User must have:

  • Workspace Edit permission

To Associate Task Types with a Project​

User must have:

  • Project Edit permission