Work types are a way to categorize all your work items into groups that make sense to you, for example Corporate Tax, Bookkeeping, or Personal tax. Each work type also has their own set of statuses that you can customize in the Settings menu.

Step 1: On the top right hand side of the homepage, you’ll see a circular icon with your initials. Click on it and a dropdown menu will appear. Select “Settings.”

Step 2: Click on “Work Type.” You’ll see a list of Active work types in your ProCharted account. On the far right hand corner, click on “Add Work Type” to create a new work type.

Step 3: Click on the work type to select the statuses you’d like it to have. As a default, it will have Ready, In Progress, Waiting, and Completed. Click “Update” at the bottom to save the changes

Have questions? Please don’t hesitate to contact us for more support!