Task Names

Pop Up List: Task Names

Tasks are used to direct technicians on what things need to be done for a customer. For new sales, tasks are typically created from the items sold on a sales order. But for service work, tasks are created on the fly as projects and work orders are created. Creating a set of default task names speeds up the creation of service projects/work orders.

Set Up

1. To add a new task, click in the first empty Item Name field and type the default task. Or, edit an existing task by clicking on the item you want to modify.
2. Enter a numeric value in the Sort field to organize the Task Names in a particular order.
3. In the Default Punchlist field, select a punch list to be applied to the task. A punch list is a quality control set of sub-tasks that the technician must complete before they can mark the task itself as done. (Punchlists are set up in Settings > Punch Lists.)
   • You’ll also want to Enable Task List in Task Name Field in Settings > Module Settings > Work Orders.
4. Click the black X box to delete a particular task.

Task Names

Use

• Add default Tasks on a Project or Work Order under the Tasks/Parts button.

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