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How to add new tasks and task categories.

Instructions

Add a new task category

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

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Task

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

Add a new task category

1. Go to Admin > Tasks.

2. Click Add a new task category.

3. Enter a Task Category Name, e.g. “Pruning”.

4. If required, enter the Costing Code.

5. Set the Task Type.

6. If required, assign the Role.

7. Enter a Task ID, e.g. “PR”.

8. Select Confirm to save your changes.

Add new task

1. Go to Admin > Tasks.

2. Select a task category.

3. Click Add new task.

4. Enter the Task Name, e.g. “Cut/Strip”.

5. Enter the Task ID, e.g. “CS01”.

6. Select Confirm to save your changes.

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