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Add a task

What this is for

Break a case or work order into a dated to-do with an owner, so work is scheduled — not just a timer.

Concepts

Create Task is the dialog. Toolbar Task on the case (or on View Work Order) opens it. The case also has a Tasks tab. Company-wide Tasks (from Service Dashboard) lists every task; plus tooltip Add Task.

Required: Subject, Start Date, Due Date, Assigned To, Status, Priority. Optional: Description, Work Order, Bill Task ?.

Bill Task ? means completing the task can create a billable line. Completing then may open Bill Task: Select Item to Bill, then Complete.

A task is not a timer. Use a timer for hours; use a task for “do this by this date”.

Before you start

Steps

  1. Open the case. Click Task, or open the Tasks tab.
  2. In Create Task, enter Subject. Set Start Date and Due Date.
  3. Choose Assigned To, Status, and Priority. Optional: Work Order, Description, Bill Task ?.
  4. Click Save.

From View Work Order, Task opens the same dialog with that work order already selected.

From Tasks (company list): plus (Add Task) — same Create Task.

What happens next

Work the task. Complete it from the task row when it is done. If Bill Task ? was on, pick the catalog item in Bill Task.

Log time on a task if you also need hours. Update a case for notes and status of the ticket itself.

If something looks wrong

  • Save will not go. Subject, dates, Assigned To, Status, and Priority are required.
  • Work Order is empty. Create the work order first, or leave it blank.