Create a task
You can create tasks as reminders to get work done. Together they can help you build a daily 'to-do' list that are shown on your home page under What's on Today.
Tasks can be set in three ways
- A general task (not attached to specific job or quote)
- A customer task
- A job task
General
A general task is not tied to a specific customer or job but instead is a reminder that you need to get something done. How's how to set those tasks up:
- From your home page click on the green New button and select task
- Complete the boxes with your reminder information
- Select a due date (we'll send you a reminder the day it's due)
- Use the drop down menu to assign the task to yourself or another team member
- Once completed press the green button Add this task to save
Customer profile
If you haven't yet set up a job or quote for a customer but want to set up a reminder then you can set a task against your customers profile.
Here how:
- Head to the customer profile
- Under the Task heading click on the Add new task button
- Complete the task boxes with your reminder information
- Select a due date (we'll send you a reminder the day it's due)
- Use the drop down menu to assign the task to yourself or another team member
- Once completed press the green button Add this task to save
Job tasks
Need to set a reminder to make an order or chase a customer to sign off thier quote? Here's how to set that up:
- Find and open the job
- Click on the green New button top right of the screen and select task OR select the task tab
- Complete the task boxes with your reminder information
- Select a due date (we'll send you a reminder the day it's due)
- Use the drop down menu to assign the task to yourself or another team member
- Once completed press the green button Add this task to save
