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Setting Document Types

In TaskMerlin the simplest type of document is a Task. However TaskMerlin can store much more than just tasks. You can store information, dates, phone numbers, pictures - practically anything you like. To help you categorize things better we've introduced lots of different document types for you to use.

If you select the down arrow button beside New document on the toolbar, a drop down box will appear (you can also get the same menu by right clicking in the Task Grid). All the different document types can be selected through this menu.

Document Types
Document types

There's not a lot of difference between the document types except the picture and the name, but choosing different document types will help you find and sort through things later.

While we've included quite a number of document types for you to choose from, you might find that there's one missing that you'd really like to have. If so, let us know by entering it in the feedback page - chances are we'll include it in the next update. Also, if you'd like to categorize the task types differently, or create your own, that's easy to do. Simply go to the Manage menu and choose Document Types. You can customize them however you like.

Testimonial"There's a lot of flexibility and customizability here. You can create new types of documents or priorities (such as "I Need It Yesterday!")."
Ian Harac
Editor's Review
PC World

More Testimonials ...


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