Create a task on a job
Learn how to add tasks to your jobs. Tasks break a job into smaller, manageable steps, making it easier to track progress and assign work to your team.
This guide shows you how to add tasks to a job. Breaking a job into tasks helps you organize your work and track progress from start to finish.
Tasks are the building blocks of a job. You can assign them to different staff members, set due dates, and track time against them. This gives you a clear picture of who is doing what and when it needs to be done.
Before you start
- You need permission to view and edit jobs. If you cannot access a job, ask an administrator to grant you access.
Add a single task to a job
You can add tasks one by one to build out the scope of a job. This is useful for unique jobs that do not follow a standard template.
- Navigate to Jobs from the main menu.
- Select the job you want to update.
- Open the Tasks tab for that job.
- Click the + Add Task button to open the new task form.
- Enter a Task Name. Make it clear and descriptive.
- (Optional) Add a Description with more detail about the work required.
- (Optional) Assign the task to a Staff member from the dropdown list.
- (Optional) Set a Due Date for the task.
- Click Save Task. The new task now appears in the task list.
💡 Tip: You can also create a new task by typing directly into the 'Add a new task...' field at the bottom of the task list and pressing Enter. This is the fastest way to add many tasks without setting assignees or due dates.
Add multiple tasks from a preset
If you perform the same set of tasks for many jobs, you can use a Task List Preset. This saves you time and ensures consistency.
- Navigate to the Tasks tab on a job.
- Click the arrow next to the + Add Task button.
- Select Add from Preset from the menu.
- Choose a Task List Preset from the dropdown list.
- Review the tasks that will be added.
- Click Add Tasks. The entire list of tasks is added to your job.
ℹ️ Good to know: When you assign a task, the staff member receives a notification. Due dates will appear on their dashboard and in their calendar to help them plan their work.
Good to know
- Tasks are specific to the job they are created on. They cannot be moved between jobs.
- You can reorder tasks at any time by dragging and dropping them in the task list.
- Deleting a task is permanent and cannot be undone. ⚠️ Heads up: Be careful when removing tasks that already have time entries logged against them, as this can affect job reporting.
- To edit a task, click on its name in the list to open the task details.