Task Functions and Quick-add a task

Created by Aaron Remorosa, Modified on Wed, 20 Apr 2022 at 03:47 AM by Aaron Remorosa

Tasks are the method of tracking labour / time spent on a particular task for a client / customer. This can be generated into an invoice and used to track the efficiency and time use of your staff / team.

Quick-add a task

  1. Go to the ‘Tasks’ tab, and click ‘New Task’

  2. You will be taken to the new task page

  3. You must select a ‘delegated team’ member, this is who will be responsible for completing the task

  4. You must select a ‘contact’ for the task - this is important for billing the correct contact

  5. Scroll to the ‘Labour & Deadlines’ section, and input a ‘Daily Date’. This would be the date when this specific task shows up on the delegated team members list

  6. Scroll to the ‘Task Information’ section, then input your ‘Task title’ for example:

    • “Order new product for client”

    • “Call client to book meeting”

    • “Draw up initial house plans”

    • This is the primary short description for the task

  7. Scroll to the bottom and click ‘Save’

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