To locate Task Types in the system, you can apply custom attributes to the Task Type. When you select an attribute, you can set a value for the attribute based on the attribute type. You can later filter by the attribute value.
For example, you may have a List attribute named Sales Region with the values of North, South, East, and West. The current Task Type applies only to the West Sales Region, so you can add the Sales Region attribute and set it to “West.”
To apply an attribute:
From the Attributes tab, select Actions, then Add, or click the Add icon.
Optional: Select Display To User if you want the attribute to display on the Task Action and the Report Binder Task page.
For Value, depending on the attribute, select a value for the attribute from a drop-down list, or enter a value.