Video: Creating and Using Tasks
Tasks can be used to add and track actions or issues related to Jobs. Tasks reside at the Visit level which means that they can be attached to individual team Jobs, or single Jobs or individual Jobs within a Recurring set. Tasks are visible to Internal users only and will not be visible to either Customers or Interpreters.
Task Types
Before using Tasks you will need to setup Task Types, similar to Cancel Reasons, Unfulfilled Reasons etc.
- Go to the ‘Admin’ menu and select ‘Company’
- Click on the Task Types tab
- Click on Add Task Type
- Enter the Reason, check the Enabled box and click Save
- In the future if you no longer need to use this Task Type you can uncheck the Enabled box and click Save
- Repeat this process for any additional Task Types you wish to enable
Creating Tasks
There are 2 ways to create Tasks:
- From the Manage Jobs page, click on the dropdown menu next to the appropriate Job and select Add Task
- From within a Job, use the green More button and select Add Task
On the Task dialog box:
- Select a Type of Task at minimum
- You can also enter a Due Date & Due Time
- Enter any Notes relevant to the Task
- Click the Save button
Managing Tasks
There are 2 ways to manage Tasks:
- From the Dashboard, select the Tasks tab
- From here you have a birds eye view of all Open Tasks (by default) as well as the Job ID any any other relevant information entered on the Task
- If you wish to view all Tasks, including Closed Tasks, you can use the Task Status filter to clear the default Open filter
- Tasks that are not yet due, or where no Due Date/Time were entered, will appear with a grey flag
- Tasks that are overdue (where a Due Date/Time was entered) will appear with a red flag
- To take action on a Task, simply click on the dropdown menu next to the Task and select Edit to add more information, or Close or Delete the Task
- From within a Job, navigate to the Tasks tab
- From here you will see only Tasks attached to the respective Job
- To take action on a Task, as per the Dashboard view, simply click on the dropdown menu next to the Task and select Edit to add more information, or Close or Delete the Task
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- 6c - Tasks.pdf300 KB