Creating A Task

How to create a task

Profit Rhino avatar
Written by Profit Rhino
Updated over a week ago

You might come across a task that you need to add to your price book. Though we have an extensive database, you (or your tech) might come across a special circumstance or odd job that needs a new task.

To find where to add tasks:

  1. Log into the web portal.

  2. Click the Tasks icon in the menu on the left.

  3. Click the Add New Task button on the top right hand side.

To create a new task:

Fill Task Details. Assign this new task to a business type, give it a name, fill in descriptions (both tech-facing and marketing) and decide on labor time.

Add Parts.

Assign Category.

Add Image and Save.

And done!


You can always edit and/or update the information at any time from the Task Management screen. ย 

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