Creating Tasks

To add tasks, you can do so through the work order or purchase order creation process.

Work Order Process:

1. Access the Work Orders module

• Access the Work orders module.

• Select the work order you'd like to add a task to.

Example: WO-#3

Note: You must save work orders before you can create tasks.

2. Add a New Task.

• Click the + New Task button.

• Enter in required task details. Here you can also assign staff members.

Example: Collect Customer Information

• Click the Create button.

• The task will now be saved under the Tasks section in the work order.

• Now you will be able to view this task in the Schedule module and schedule it to an employee.

Purchase Order Process:

1. Access the Purchase Orders module

• Access the purchase orders module.

• Select the purchase order you'd like to add a task to.

Example: PO-#1

Note: You must save purchase orders before you can create tasks.

2. Add a New Task.

• Click the + New Task button.

• Enter in required task details. Here you can also assign staff members.

Example: Close Shop

• Click the Create button.

• The task will now be saved under the Tasks section in the purchase order.