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  • ClosePlan Admin tab > Event Types on the left panel menu

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Create an Event Type

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Info

Event Members are optional. Added members will serve as suggested assignees for a given type when creating or editing Events. Events can be still assigned to any user.


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Edit an Event Type

  • Click on  by the Event Type
  • Change the Event Name or select/delete Members
  • Click Save to save changes

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Delete an Event Type

  • Click on  by the Event Type and Confirm your choice.

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Note

Only unused Event Types can be deleted – if an Event Type is currently in use on an active template, you will be not able to delete that Event Type.

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