Setting up & Configuration
Working with Jobs & Tasks
Scheduling & Planning
Quoting, Ordering, Invoicing and Bills
Managing Your Team
Learning Video Collection
Create a Task via Scheduled Tasks
In this article we take you through the steps in creating a task from the scheduled tasks list view.
Step 1: Navigate to Scheduled Tasks and select All
Step 2: Select to Add new Scheduled Task
Step 3: Fill in the Task form and 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. Enter an Address and you can assign the Task to an existing Job and Customer/Site. Assign a status and assign to one or more of your users. Add a Task Importance, Priority and Category, and select to make the Task a recurring one.
Step 4: 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.