Adding Tasks and Task Categories

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 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

2. Click Add a new task category

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

4. Set the Task Type; Internal or Client

5. Enter a Task Code, e.g. “PR”

6. If required, enter the Costing Code (mandatory for Internal tasks)

7. If required, assign the Role

8. If required, assign the Division

9. Select Save 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. Check the Category

6. Enter the Task Code, e.g. “CS01”

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

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

9. Select Confirm to save your changes

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