How to add new tasks and task categories.
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Task types determine the workflow for the Field app user. Tasks set to
Internalskip theClientquestions 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.
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Roles can be assigned to tasks and restrict the use of those tasks to employees with that role only.
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Divisions can be assigned to tasks and restrict the use of those tasks to employees within that Division or Subdivision below only.
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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
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Go to
Admin > Tasks -
Click
Add a new task category -
Enter a Task Category Name, e.g. “Pruning”
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Set the Task Type;
InternalorClient -
Enter a Task Code, e.g. “PR”
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If required, enter the Costing Code (mandatory for
Internaltasks) -
If required, assign the Role
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If required, assign the Division
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Select
Saveto save your changes
Add new task
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Go to
Admin > Tasks -
Select a task category
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Click
Add new task -
Enter the Task Name, e.g. “Cut/Strip”
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Check the Category
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Enter the Task Code, e.g. “CS01”
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If required, assign a Default unit rate (applied when tracking a job)
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If required, assign a Default unit sales rate (applied when invoicing a job)
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Select
Confirmto save your changes