Task Enhancements
Today we just released a major upgrade to tasks.
Here is a list of the major improvements:
- Ability to categorize tasks via "task types"
- Ability to create custom task reports
- New cleaner interface for viewing and editing tasks
- Duplicated and recurring jobs will copy over tasks (great for job templates)
- Tasks created on a job also display on the customer record
Tasks can now be created in three places:
Adding tasks via the Tasks tab
Simple reminders or todos unrelated to a customer or job can be added under the Tasks tab.
Example: Doctor's appointment
Adding tasks to a customer record
Tasks related to a particular customer should be added to the tasks section of that customer's record.
Adding the task on the customer record will automatically link the task back to this customer when the task is displayed on the calendar or the Tasks tab.
Example: Send thank-you note to John
Adding tasks to an estimate or job record
Tasks related to a particular estimate or job should be added to the tasks section of that estimate or job record.
Adding the task to the estimate or job record will automatically link the task back to that record when the task is displayed on the calendar or the Tasks tab.
Example: Call to follow-up on open estimate
Task Types
Task types can be setup via the Settings tab -> "Task types" link.
Task types simply allow you to categorize tasks.
To get you started we've automatically created the following task types on all accounts:
- Call
- Meeting
- Follow-up
- Lunch
- Thank-you
Feel free to add additional types or make these defaults inactive which will remove them from your task type list.
Watch a short 4 minute video about tasks
Tip: Click the icon on the bottom right of the player to watch in full-screen mode.
Have additional questions?
Checkout the tasks help section for the answers to common questions.
We hope you enjoy these new task enhancements!
