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A task’s type is the kind of action it represents: a call, an email, a follow-up, a review. In Custral each type is backed by a built-in task block, which gives the task its icon, its title format, and the fields it collects. Whatever its type, every task then shares the same core lifecycle: a status, a priority, an optional due date, one or more assignees, and an optional linked record.

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Built-in task types

Custral ships a fixed set of task types. You don’t define new ones. You pick a type when you create a task, or a workflow or sequence step picks one for you. Two more types are generated by the system rather than created by hand:
The set of task types is built in. You choose a type when creating a task. There is no separate screen for defining your own custom types. For anything that doesn’t fit a specific type, use Manual task.

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Fields every task shares

Regardless of type, each task carries the same core fields:
  • Title & description: what needs to be done.
  • Status: Pending, In progress, Completed, or Canceled.
  • Priority: None (the default), Low, Medium, High, or Urgent.
  • Due date (optional). When it should be done.
  • Assignees: one or more users responsible for the task.
  • Associated record (optional). A link to the record the task relates to, for context.
  • Source: the task block that created it (its type).
Each type layers its own fields on top. A Call task adds a phone number; an Email task adds a subject and an optional template; a Meeting task adds a topic. The fields shown when you create the task reflect its type.

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Type vs. category

Two different axes describe a task, and it’s easy to conflate them:
  • Type is what kind of action it is. Its task block (Call, Email, Review, …).
  • Category is a grouping label (Manual, Workflow, or Audit) used to filter the Activity Center. A workflow-generated Follow-up and a hand-created Follow-up are the same type but different categories.

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Where tasks come from

Tasks (and therefore their types) are created in a few ways:
  • Manually: pick a type and fill its fields (title, due date, assignee, associated record). A conversation follow-up is a manual task linked back to that conversation.
  • From a workflow: the Create Task action chooses a task block, fills its parameters, assigns it, and optionally links it to a record.
  • From a sequence: a step can generate a task as part of an enrollment.
  • From the workspace audit: Audit tasks appear automatically when a health check finds something to fix.

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Working with tasks

Every task lands in the Activity Center. From there you can filter by priority and category, drag to reorder your queue, bulk-complete or delete, open a task for detail, jump to its associated record, and (for Call tasks) dial the contact directly. Audit tasks can be resolved in bulk from Quick Mode.

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Troubleshooting

I can’t find where to create a custom task type. Task types are built in. There’s no screen for defining new ones. Choose an existing type when you create a task, have a workflow create one, or use Manual task for anything freeform. My Call task’s Call button is greyed out. The Call button dials the task’s Phone Number field. If that field is empty, the button is disabled. Add a number to the task (or to the linked record) and it becomes active. An audit task won’t go away. Audit tasks are cleared by resolving the underlying issue from the task’s remediation panel (or Quick Mode), or by marking the task done, not by ignoring it.
  • Tasks overview: the task lifecycle, priority, and the Activity Center.
  • Workflows: automate task creation with the Create Task action.
  • Sequences: generate tasks as steps in an outreach flow.
  • Permissions overview: task visibility follows the same access model as the rest of Custral.