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.
To Attach a Task to a Product:
In the Builder of your project, click on a line item name to open the "Edit Item" window. Then, click on "Tasks" in the top right corner.
When the Line Item Tasks window opens, you can enter a name for the task, enter the Project Phase (if desired), and then add a Labor Type. The available Labor Types are based on labor types that are part of your project currently through labor line items or labor attached to products.
Next, add any corresponding steps and the time associated with those steps. All Tasks must include at least one step.
You can choose to add as many tasks as you like for this item by using "+Add Task" button at the bottom of the window.
Once you've finished, click "Save Task". Now, these tasks are saved to this item and the next time you add this item to one of your projects, these tasks will populate in the Install task list.
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