Welcome once again to our monthly tip for users of The BIS Platform. In this months edition we will look at how you can set default Action / Task Types for Tasks on The BIS Platform.

To set Action / Task Types for Tasks you can do so by following the steps below;

• Tools > User Preferences > under Tasks / Actions choose Action / Task Types

• Enter the name of your Task Type followed by the default description you would like to show for this task type when chosen

• Once you have updated your descriptions, select 'Save' under Tasks / Actions



Once these Action / Task Types are set, when adding a Task your default description will automatically populate when you select the Task Type as shown below;

Note that you can still free type in this description box with any additional text as well.



If you would like more information on creating Action / Task Types, please do not hesitate to give the BIS team a call on 01-4960006 or email info@brokerinformationservices.ie.

Our April monthly tip will be emailed to you in a few weeks time, so keep your eyes peeled for some more great information.