Task Options

Task Overview

There are three major subsections when working with tasks.

1. Create Tasks: This is where you can create a new task.

2. Task Categories: This is where you can create categories to separate your tasks into. This makes it easier to filter your tasks to quickly find the ones you are looking for.

3. Task Lists: Inside each task you have 'Questions'. The Questions have the ability of showing a 'list' of options that you can select from as your answer. This allows for greater detail in the task. For example, if your task is drilling a hole, you may wish to make a "List" type question to add details like how wide or deep it is. If you have a task that says "build fence", you may want to have a list question to show what materials that fence could be made out of.

Task Options

For a more complete explanation of tasks, see the following link: Setting Up Tasks

Set up Tasks by going to More ->List Management-> Quotes, Jobs, & Invoices->Task Options

Click on 'Tasks' to add/edit your tasks.

Click on 'Task Lists' to manage List type questions associated with Tasks.

Task Categories are coming soon to Portal and will be found right next to Tasks and Task Lists.

Here's what the Tasks list window looks like:

Here's what the Task List window looks like:

Task Lists

The Task Lists window allows you to see all list type questions for all tasks to more easily manage them.

To get to the task lists go to More -> List Management -> Quotes, Jobs, & Invoices -> Tasks -> Task Lists

You can add or modify any of the tasks shown as well by clicking the add button or the Open Button next to the task list:

Here is a screenshot of one such 'list' type question.