Cinqd’s Task Types let you define the purpose of every task right from the start whether it’s sending an email, collecting approvals, filling in a form, uploading files, or kicking off another workflow. Each type comes with its own context, so your team instantly knows how the task should be handled, tracked, and completed.
By linking task types with templates, you can launch recurring processes in seconds like onboarding new hires, processing payroll items, or managing client approvals. Pair them with time logging to measure effort across categories, or combine them with workflows to ensure every client deliverable, sales lead, or admin request follows the right path automatically.
Cinqd’s Task Types bring clarity to every workflow. Define, track, and complete tasks with less effort, fewer errors, and smoother handoffs across your team.
Each task type defines its own purpose and workflow, so teams instantly know what’s expected without needing extra instructions.
With built-in templates and automation, recurring processes like approvals, reporting, and onboarding can be launched in seconds.
Pairing task types with time tracking helps you see exactly where effort is going, making it easier to measure productivity and optimise workloads.
Cinqd’s Task Types go beyond simple labels they define how each task actually works. From sending an email or capturing client data through a form, to logging approvals, checklists, or file uploads, each type comes with its own built-in context. You can even set field values automatically or trigger another workflow, ensuring that processes move forward without manual intervention.
By combining task types with templates, recurring processes like onboarding, payroll, or client approvals can be launched in seconds. Pair them with time logging to see exactly where effort is going, and with workflows to ensure every task whether internal or client-facing follows the right path. This structure makes work traceable, reporting accurate, and your teams more efficient.
Cinqd’s task types take the guesswork out of managing work by letting you define exactly how a task should be handled. Choose from options like Manual for flexible actions, Send Email to automate communication, Checklist to break work into steps, or Approval to route tasks for sign-off. You can also attach a Form to capture data, Upload File for documents, Set Field Value to update records automatically, or even Kick-off Another Workflow to keep processes moving.
Each task type comes with its own built-in behaviour, your team instantly knows what’s expected without extra explanation. Combined with templates and time logging, these types make processes faster to set up, easier to track, and more consistent across teams from HR approvals to client deliverables to admin workflows.
Cinqd’s task filters ensure tasks only launch when they’re relevant. Instead of creating noise for every customer or employee, filters apply conditions, so tasks are triggered only for the valid cases. For example, you might set a task to start only if a client is in a specific region, or an employee is linked to a certain department.
This way, workflows stay lean, accurate, and automated , with no wasted assignments or manual checks. Task filters keep your processes clean and focused, so your team spends time where it matters most.
Task Types let you organise and label work by purpose such as approvals, emails, design, or development, so your team always knows exactly how each task should be handled.
By giving each task built-in context, Task Types remove guesswork. They streamline recurring processes like client approvals, onboarding, or reporting, making them faster and more consistent.
Yes. You can create custom task types with labels, fields, and workflows tailored to your business needs. This flexibility ensures every project follows the right process.
Absolutely. Task Types pair seamlessly with time tracking, templates, and workflows, helping you measure effort, automate actions, and maintain accuracy across projects.
Any team can benefit whether you’re managing HR approvals, client deliverables, or development tasks. Task Types help keep work organised, traceable, and efficient across departments.
Yes. Task Types help teams follow a consistent process for repeated activities by defining the right structure, fields, and workflow for each type of task. This improves consistency, reduces errors, and makes work easier to manage across teams.
Task Types help your team stay organised, aligned, and focused no matter how complex the project. Label, filter, and manage work with clarity from start to finish.
