There are five ways to create tasks:
- Add Task
Opens task form allowing you to enter task details. Click HERE for more information on Add Task.
- Task Wizard
Starts wizard that walks you through process of adding a single task. Click HERE for more information on Task Wizard.
- Mass Task Wizard
Starts wizard that allows you to create and manage many tasks at once. Click HERE for more information on Mass Task Wizard.
- From Other Records
Tasks can be added from customers, items, service jobs (repairs, custom jobs, special orders, and appraisals), and POS. They will retain a link to all related records. Click HERE for more information on Other Records.
- Task Automation Rules
Define rules that will automatically generate tasks when trigger conditions are met.
NOTE: To create a single task that can be completed by multiple associates you must use the Task Wizard and check the Selected Associate(s) Can Complete option when choosing associates.