---
id: SCR-CRM-ACT-008
title: Task types configuration
route: '/console/{tenantId}/configuration/crm/types/taskTypes'
surface: console
product_area: crm
module: activities-tasks
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
  services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69
purpose: 'Maintain task categories, their availability and display order for work entry.'
supports:
  - JNY-CRM-ACT-004
  - CAP-CRM-ACT-016
permission: 'crm.task-types.read (view); crm.task-types.create, .update and .delete for changes'
entry_from:
  - The CRM Types area in configuration.
exits_to:
  - The same task-category list and record form.
displays:
  - field: 'Task-category name, description, availability and position.'
    source: listTaskTypes
actions:
  - label: Create
    operation_id: createTaskType
    permission: crm.task-types.create
    confirm: false
  - label: Save
    operation_id: updateTaskType
    permission: crm.task-types.update
    confirm: false
  - label: Reorder (drag)
    operation_id: updateTaskType
    permission: crm.task-types.update
    confirm: false
  - label: Deactivate or activate
    operation_id: updateTaskType
    permission: crm.task-types.update
    confirm: false
  - label: Delete
    operation_id: deleteTaskType
    permission: crm.task-types.delete
    confirm: true
states:
  - empty
  - loading
  - error
  - read-only
  - inactive
validation:
  - BR-CAP-CRM-ACT-016-02
  - BR-CAP-CRM-ACT-016-03
  - BR-CAP-CRM-ACT-016-04
  - BR-CAP-CRM-ACT-016-06
  - BR-CAP-CRM-ACT-016-07
  - BR-CAP-CRM-ACT-016-08
patterns:
  - 'Configuration resource (shared catalog list, record form, bulk actions)'
  - Ordered collection editor
component: components/configuration/resources/task-types.tsx
evidence:
  - >-
    react-console at baf6dae3: components/configuration/resources/task-types.tsx;
    lib/configuration/task-types.ts (orderedCollection, not atomic);
    lib/configuration/crm-collection.ts.
controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-DAT-001, TC-DAT-003, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PI-003, TC-PI-005, TC-TEN-001, TC-TEN-002, TC-TEN-003]
---

# Task types configuration

## What the Screen Is For

Task categories give work a locally administered classification. The initial five categories can coexist with customer additions.

## What It Shows and Lets People Do

The configuration form edits name and description through version-checked saves. Retired categories disappear from new console choices, while the service still accepts them for new work. Removal asks for confirmation and is protected while any task refers to the category. Dragging writes changed records individually rather than using the service’s atomic ordering endpoint.

## States and Errors

Read-only users receive the catalog without mutation controls. Referenced-record removal is refused. A partially successful drag can leave only part of the requested order committed.

## Patterns It Must Respect

The resource uses the shared configuration catalog, record form and ordered-collection editor. Its non-atomic ordering behavior remains an implementation finding rather than a new policy.