How to create a task

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A task for example, could be you are low on stock and need to remind yourself to order more parts, or if you have sent out a quote to a client, a task could be to ring the client in two weeks and see if they are still interested.

Creating a task is very easy, here is how:

Go to Dispatch Board

Go to Dispatch Board

Open a job

Open a job

Click New Task

Click New Task

Enter task details and click Save

Enter task details and click Save

Created task will appear in the job's diary and Task pane as shown below

Created task will appear in the job's diary and Task pane as shown below

Task pane

Task pane

To view or add task from the app, go to More.. > Tasks

To view or add task from the app, go to More.. > Tasks

Tap ( + ) to create a task for job

Tap ( + ) to create a task for job

Enter the task details and tap Done

Enter the task details and tap Done

Due Date: Set the expected date

Regarding Job: Select a job that you would like to assign the task

Assigned to: Select a staff member

After that, it will now available to that job.

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