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How to add new tasks and task categories.

• Task types determine the workflow for the Field app user. Tasks set to Internal skip the Client questions

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• asking for Locations and Blocks.

• Costing Codes can be set to tasks to track usage for payroll and reporting eg Staff Training tasks can be tracked to Admin costs.

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

• Divisions can be assigned to tasks and restrict the use of those tasks to employees within that Division or Subdivision below only.

• 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

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2. Click Add a new task category

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

3. Set the Task Type; Internal or Client

4. Enter a Task Code, e.g. “PR”

5. If required, enter the Costing Code

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Set the Task Type.

1. (mandatory for Internal tasks)

2. If required, assign the Role

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Enter a Task ID, e.g. “PR”.

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2. If required, assign the Division

3. Select Save to save your changes

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Add new task

1. Go to Admin > Tasks

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2. Select a task category

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2. Click Add new task

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

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2. Check the Category

3. Enter the Task

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1. Code, e.g. “CS01”

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2. If required, assign a Default unit rate(applied when tracking a job)

3. If required, assign a Default unit sales rate (applied when invoicing a job)

4. Select Confirm to save your changes

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