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Attaching Install Tasks to a Product
Attaching Install Tasks to a Product

How to add tasks and steps to your line items

Clayton avatar
Written by Clayton
Updated over a week ago

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.

Attaching Tasks to a Product

To attach a task to a product:

  1. Go to the Builder

  2. Click on a line item name

  3. This will open the 'Edit Item' window. Click on 'Tasks' in the top right corner

4. Add a Task

5. You can choose to add the 'Project Phase' for the task, and the 'Labor Type' (based on labor types that are part of your project currently through labor line items or labor attached to products)

6. Then add any corresponding 'Steps' and the time associated with those 'Steps (at least one 'Step' is required per Task)

7. You can choose to add as many tasks as you like using '+Add Task' at the bottom of the window

8. Then click 'Save Tasks'

Note: The next time you add this item to one of your projects, these tasks will populate as well.

Viewing Task List in Install

  1. From the Projects Area, select Install

  2. There you can see the list of tasks that is populating from the line item(s) you have added to Builder

    1. The 'Job Phase' is indicated by a colored circle.

    2. The 'Task Name' is listed.

    3. The 'Product Name' is listed below in smaller print.

    4. The 'Time' is pulled in from the task that you attached to the product

      1. If the product quantity is greater than one, only one line item task will be created, and that time will be multiplied by the quantity.

      2. For example, if the task takes 30 minutes, and there is quantity of 4 in the project, then that line item will take 2 hours.

  3. You can now click on the pencil icon to assign the user and select the scheduled date. You can also use the pencil icon to edit any portion of the task as needed.

Note: In the above screenshot the pencil icon was used to assign the first item. After the task is assigned, the preview calendar will populate with the initials of the assigned user outlined by the color of the Job Phase

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