Task Management
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Watch tasks intro video
- What are tasks?
- How do I create a new task?
- How do I edit a task?
- How do I delete a task?
- What are task types?
- How do I add a task type
- How do I edit a task type?
- How do I delete a task type?
Tasks Intro Video
What is a task?
A task is a reminder, todo or appointment.
Tasks can be stand-alone, or be linked to a customer or job record.
Example task: "Team meeting"
Example customer task: "Lunch meeting with John"
Example job task: "Call back John on open estimate"
How do I create a new task?
To create a stand-alone task click on the "Tasks" tab and use the form in the right sidebar.
To create a customer task, navigate to the customer record and click on the "New task" link under the "Tasks" section.
To create a job task, navigate to the job record and click on the "New task" link under the "Tasks" section.
How do I edit a task?
Hover your mouse over the task description and click on the edit link that will appear.
How do I delete a task?
Hover your mouse over the task description and click on the delete link that will appear.
What are task types?
Task types are task categories that allow segmenting tasks into groups. This is handy for reporting purposes.
How do I add a task type?
Click on the "Settings" tab and then on the "Task types" link. Click the "Add new job task" link and complete the form.
How do I edit a task type?
Click on the "Settings" tab and then on the "Task types" link. Click the "edit" link next to the task type you wish to change.
How do I delete a task type?
You cannot explicitly delete task types but you can mark them inactive which will remove them from your task type list.
Click on the "Settings" tab and then on the "Task types" link. Click the "edit" link next to the task type and mark the task type as inactive.
