Work Order Tasks

This video details the specific adding of a Task to a Work Order.

Video Text

00:05 Did your Mr. going to quickly cover under work orders, tasks, kind of a fairly new feature we've added to the system, but you can assign a task, a customer service, a resource management tool, so from a work order you can assign a task. Just simply add for her task user, you know if you're assigning to yourself or any user on your site and keep it online subject. No, I want to remind myself to type properly and check billing. I'd leave the status blank here. At this point I can give it a priority. Low, normal high. I can give it require date and this means required date will work nicely with task. This is something that I want you to do in the future. I can set it all a day, a week, a month, whatever. I'd give it a start. Start at date. This is actually when I do a task, I just complete the task. Ah, you'd give it colors and this is the way it'll show up in your your task menu and then you give it a description as well. Just give myself a note here and this. It'll show up. They'll get a reminder, I will be available and close out this task. Just real quickly, the task when I'm done with it, you may want a document that you did what you did real quick, brief, and then the task would drop off your task.