Add a work type
Go to Settings > Workflow > Work Types > click on Add work type, and name the new work type.
Add a work type to a work item
To apply a work type to a work item, go to the work item, and under Details > Basics, select Change work type. If the work is on a schedule, Intuit Practice Management powered by Karbon will ask you if you'd like to apply the work type to future work.
Update work types on work templates
Edit and delete a work type
If you'd like to rename or delete a work type, click on the empty space next to it and select your action.
Note: when you delete a type, Intuit Practice Management will prompt you to reassign all work using that type to another work. If you simply want to delete the type, select None.