Add a new task from any main page
The banner will remain the same on any screen, whether you're working in the Jobs view, or creating a new template when a new task pops up.
Click the Add new button and select Task to open the new task form.
Add a new task within a job card
Whilst working in an active job card, click + New task to open the new task form.
Add a new task within the Tasks Kanban or List View
In the top right-hand corner under the Kanban/List selector click + New task to open the new task form.
Add details to create your tasks:
Task name*
This is a mandatory field.
Tasks do not require unique names.
The task name can be edited after it has been created.
Job*
This is a mandatory field.
The Job is automatically filled when creating a task in a Job card.
Client
This is an optional field. Use this if you have a Debtor group on the job, and you want to specify a specific client that this task relates to.
This detail cannot be added to open tasks, only upon initial task creation.
Task type*
This is a mandatory field.
If you have not selected a Client, your only option is General.
If you have selected a Client, you will have the options Financial Statements, Tax Return, or General.
Status*
This is a mandatory field.
This will be updated as the task progresses.
Assigned to
This is an optional field.
Assign, reassign or remove the task owner at any time.
Due date
This is an optional field.
Add or edit the due date at any time.
Time estimate (hours)
This is an optional field.
Add or edit this field at any time.
Description
This is an optional field.
Add or edit the description to give further insight into the task at any time.