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Install: How to set up Tasks/Steps
Install: How to set up Tasks/Steps

How to add tasks and steps to your items and projects.

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

There are three ways to add tasks to your projects. You can:

  • Attaching tasks to your products allows you to passively create a to-do list for your field techs as you add line items to your project.

  • Creating tasks from line item labor allows your tasks to match with your estimated labor in builder, and marry easily with time tracking.

3. Add tasks to the project as a whole

  • If you need to add tasks that aren't associated with a certain product, navigate to Install>Tasks while in a project and click "+Add Task" to set up your tasks/steps.

After tasks have been created, you can view and edit these tasks in the Install area of the project.

Field techs will be able to view these tasks from their mobile phones and check them off as they are completed.Β 

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