Tasks can be created and assigned to any ServiceCEO user, user groups and/or employee Default term for people employed to perform work for clients. in a number of ways. The most common methods of task creation are:
From a customer, job, or estimate record. For tasks directly involving the particular person or job.
From the Master Product List and/or Master Product List. For automatically-scheduled tasks before or after certain products or services are used or performed.
From the main calendar/schedule. For tasks performed on a specific date. See the Creating a Task from the Calendar section for details.
From the Dispatch Board. Click New Task from the toolbar.
From the Tasks tab of Office Duties. For any task.
To create a task:
Click New Task from the toolbar. The Task dialog box appears.
Type a description of the task in the Summary field.
Select the task's status from the Status drop-down list.
Select the task's substatus from the Substatus drop-down list.
Select the task's priority from the Priority drop-down list.
Define the task's date by selecting a specific date from the first Date calendar box.
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Click the On Calendar check box to display the task on the calendar. Selecting this check box activates the Time and Duration fields:
Enter the time the task will begin from the Time spin box.
Enter the amount of time the task will last from the first Duration field.
Select Minutes or Hours from the Duration drop-down list, depending on the duration's units.
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To define an alarm for this task:
Select the Reminder Alarm check box.
Enter the time before the task you want to be reminded.
Enter the units by which you want to be reminded from the drop-down list.
For example, in the screenshot above, a task alarm will appear 15 minutes before the task is scheduled to start (10:00 AM). For more on task alarms, see the Using Task Alarms section.
Select an Include/Exclude option button to add or remove task employees from payroll:
Exclude this task. By default, the Exclude this task option button is selected, meaning that no payroll will be distributed for the task. The Include in Job Cost and Set all Employees to Not Paid check boxes will be grayed out when this option is selected.
Include this task. Select this check box if employees will receive payroll for this task. Selecting this option button activates the Include in Job Cost and Set all Employees to Not Paid check boxes and displays the Pay Type, Rate/Amount, and Misc. Amount columns on the Assignments tab.
Select the Include in Job cost check box to include the cost of the task (as defined on the Assignments tab) in the job's invoice.
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Select the Set all Employees to Not Paid check box if you do not want to pay any employees for the task. Accordingly, the Pay Type, Rate/Amount, and Misc. Amount fields on the Assignments tab will not appear if this check box is selected.
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Type the task's note, if necessary, into the Notes field.
If you want this task to be a recurring task, define the task's frequency by clicking Frequency. See the Defining Frequency section for more.
Create the task for all ServiceCEO teams The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. by selecting the Create for All Teams check box. All employees assigned to a team will be able to see the task.
To assign the task to an employee or group of employees, click the Assignments tab. See the Assigning a Task section for more.
To add a link to the task, click the Links tab. See the Linking Tasks section for details.
Click OK. The task is created.
See Also:
Tasks Overview
