> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Types

> Learn the built-in task types in Custral (Call, Email, Meeting, Follow-up, and more) and the fields every task shares.

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.

***

## 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.

| Type            | What it's for                                                                                       |
| --------------- | --------------------------------------------------------------------------------------------------- |
| **Call**        | Call a contact. The task shows a **Call** button that dials the number through the built-in dialer. |
| **Email**       | Send an email. Optionally using an email template or template pool.                                 |
| **Meeting**     | Schedule or attend a meeting.                                                                       |
| **Follow-up**   | Follow up on a record after an interaction.                                                         |
| **Review**      | Review a document or record.                                                                        |
| **Research**    | Research a topic, person, or company.                                                               |
| **Manual task** | A generic, freeform to-do for anything that doesn't fit a specific type.                            |

Two more types are generated by the system rather than created by hand:

| Type                   | What it's for                                                                                                                                                                                                                       |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Audit**              | An auto-generated workspace health item (for example, a record missing a description). It opens an AI-assisted remediation panel so you can fix the issue in place, and a queue of them can be cleared quickly from **Quick Mode**. |
| **Permission request** | Raised when a teammate requests access to an entity, so an admin can review and grant it.                                                                                                                                           |

<Note>
  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**.
</Note>

***

## 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.

***

## 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](/team/tasks/overview). A workflow-generated Follow-up and a hand-created Follow-up are the same *type* but different *categories*.

***

## 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.

***

## 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**.

***

## 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.

***

## Related

* [Tasks overview](/team/tasks/overview): the task lifecycle, priority, and the Activity Center.
* [Workflows](/automation/workflows/overview): automate task creation with the *Create Task* action.
* [Sequences](/automation/sequences/overview): generate tasks as steps in an outreach flow.
* [Permissions overview](/team/permissions/overview): task visibility follows the same access model as the rest of Custral.


## Related topics

- [Task Types](/automation/workflows/task-types.md)
- [Tasks](/dev/webhooks/events/tasks.md)
- [Implementation](/start/use/implementation.md)
- [Team & Permissions](/team/overview.md)
- [Workflow Actions](/automation/workflows/actions.md)
