- A unique code for the new subtask
- The type of result data that's expected to be recorded on completing the subtask
- If the final result of the subtask requires the technician to choose a value from a dropdown list (Result Type: List), that list has been already created in Settings > Custom List
STEP 1 Go to the Libraries tab. This is where the subtasks will be available as templates for you to easily add them to relevant tasks.
STEP 2 Go to the Subtask Template page.
STEP 3 Open the Subtask Creation wizard.
STEP 4 Provide the subtask details.
STEP 5 Specify the type and default values of the result that must be recorded on performing the subtask.
An example of each result type is shown below:
Text Result Type
Number Result Type
List Result Type
Boolean Result Type
Date & Time Result Type
STEP 6 Lastly, go ahead and finalise the subtask.
The new subtask is now available in the subtask template library. You can inspect and edit the subtask at any time.
Now, when you create a job, you'll see the new subtasks appear in the suggestion list.