The Associate Tasks feature allows you to create tasks for your staff to complete. Tasks can be created for specific associates or left open for any associate to complete. Optionally, you can use Automated Notifications to notify associates when tasks are created or completed.
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.
- 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.
- 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.
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.