How to create a task

ServiceM8 13, launched in September 2024, introduced some major improvements to Checklists and Tasks. It’s easier than ever to create a Checklist — you can assign Checklist tasks to staff members, attach specific Forms & Assets, set a reminder for a task, complete checklists online, create multiple checklists, and drag-and-drop to reorder. 

With ServiceM8 13, “Tasks” have been merged into the new & improved “Checklists” — the separate Tasks Add-on is deprecated, meaning it is not available for new accounts, and is not available for existing accounts upgraded to ServiceM8 13 and beyond.

Check out this help article on how to use the new & improved Checklists.

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