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How to add new tasks and task categories.

Instructions

Add a new task category

Instructions

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1. Go to Admin > Tasks
2. Click 'Add a new task category'
3. Enter a Task Category Name eg Pruning
4. If required enter the Costing Code
5. Set the Task type
6. If required assign the Role
7. Enter a Task ID eg PR
8. Select Confirm to save

Add new task

1. Go to Admin > Tasks
2. Select a task category
3. Click 'Add new task'
4. Enter the Task Name eg Cut/Strip
5. Enter the Task ID eg PR01CS01
6. Select Confirm to save

Task types determine the workflow for the Field app user. Tasks set to Internal skip the Client questions related to Locations and Blocks.

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Roles can be assigned to tasks and restrict the use of those tasks to employees with that role only.

Task ID’s ID’s are shown in the office to shorten task names for condensed views and reporting.

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