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Default Install Tasks

Default Install Tasks

Establish default Install tasks that populate in every project

Clayton avatar
Written by Clayton
Updated this week

Go into Settings>Install and scroll down to Default Tasks.

From here you can add as many Install tasks as needed by clicking on +Add Task.

When creating a default Install task, you can give it a name, a phase, and steps.

You cannot assign a labor type or a technician to a default Install task since those are project dependent. Please assign those as needed in the project.

Once created they will populate in a project when the project enters the Contract or later stages.

NOTE: Default Install Tasks will only populate in newly created projects.


We hope this helps! Please reach out to support chat if you have any questions 🙂

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