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

1. Attach tasks to your products,

2. Create tasks from line item labor, or

3. Add tasks to the project as a whole

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.

If you need to add tasks that aren't associated with a certain product, you can simply click Install>Tasks "+Add Task" and set up your tasks/steps within the Install area.

After a task has been created, you can then view, edit, assign, and set a due date for these tasks in the Install area.


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

Related Articles:

Using Time Tracking

Switching from Due Dates to Scheduled Tasks

We hope this helps! If you have any questions, please feel free to reach out to us in Support Chat!

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