PREREQUISITES

  1. A name for the task to be created
  2. A code number of the new task
  3. A brief description about the task
  4. Estimated cost involved in the task, charges per unit, and time required to complete the taskĀ 

STEP 1 Go to the Libraries tab, where the tasks are saved as templates and can be easily added to jobs at any time.

STEP 2 Go to the Task Template page.

STEP 3 Open the Task Creation wizard.

STEP 4 Define the task with a name, description, cost and charges to be paid. You can also add subtasks which will allow your technicians to record results for smaller tasks.

STEP 5 Lastly, go ahead and finalise the task.

The new task created is now available in the task template library. You can inspect and edit the task at any time.

Now, when you create a new job, you will see the new task in the suggestion list.

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