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 related to 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.
Task ID’s are shown in the office to shorten task names for condensed views and reporting.
Add a new task category
Go to
Admin > Tasks.Click
Add a new task category.Enter a Task Category Name, e.g. “Pruning”.
If required, enter the Costing Code.
Set the Task Type.
If required, assign the Role.
Enter a Task ID, e.g. “PR”.
Select
Confirmto save your changes.
Add new task
Go to
Admin > Tasks.Select a task category.
Click
Add new task.Enter the Task Name, e.g. “Cut/Strip”.
Enter the Task ID, e.g. “CS01”.
Select
Confirmto save your changes.
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