How Do I Add RFP Task Types?

Phase tasks are grouped by type (for example, Administrative or Documents). Do the following to add a new task type:

1. Select Preferences from the master drop-down list.

2. Open the RFP folder and click Tasks.

3. Select a phase in the Phases section. Its related tasks display in the list below the phases.

4. Select Add Task type from the Type drop-down list.

5. Enter a description or name for the task type.

• Click Delete to remove a task type.