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How to add a new task

Instructions

Select Add a new task category

  1. Enter a Task Category Name eg Pruning
  2. If required enter the Costing Code
  3. Set the Task type
  4. If required assign the Role
  5. Enter a Task ID eg PR
  6. Select Confirm to save

Select Add new task

  1. Enter the Task Name eg Cut/Strip
  2. Enter the Task ID eg PR01
  3. 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.

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.



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