Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Create a Task via Job
In this article we take you through the steps in creating a single task against an existing job. If you need to create a job first then follow the steps in this article - Create a Job
Step 1: Navigate to All Jobs and select your Job you wish to add Task to
Step 2: On the Job flyout select Scheduled Tasks
Step 3: Select to Add a new Task
Step 4: Fill in the Task form then select Save
You will need to add a Title before saving. You can select to send a notification to a Contact. Enter your Start and End time and enter any Task Details. The Address, Job, and Customer will be automatically assigned. Assign a status and assign to one or more of your users. Add an Importance, Priority, and Category for the Task.
Step 5: Select to Show on Calendar
Your Task has now been created. You can edit and view the Task details on this flyout.
As you can see below, the new Task is highlighted and shown on the Calendar along with your other Tasks.