Setup

You will need the Can change site configuration settings permission in your security group.

How to Configure Tasks Settings

The Tasks settings page has five tabs: Settings, Categories, Tags, Statuses and AI Rewriter.

Navigate to Control Panel > Tasks > Settings.
Tick the appropriate System field configuration options:
- Require a property when creating tasks — makes the property field mandatory when creating a new task.
- Require a due date when creating tasks — makes the due date field mandatory when creating a new task.
- Require an estimated duration when creating tasks — makes the estimated duration field mandatory when creating a new task.
- Require client signature capture for every task — disables per-property configuration. Field staff must attempt to collect a signature on-site, otherwise a reason must be obtained.
Click Save.

You can also configure:

Tasks sequence format — the format of the automatically generated task sequence numbers (e.g. T-%05d).
Automatic task name for routine maintenance — the naming pattern for programme maintenance task generation. Available tokens: {pm_year}, {pm_month}, {servicegroup}, {prop_ref}, {subcontractor}, {most_important_level.display_code}.
Default document structure — folders to be automatically created every time a new task is created, one per line.

Navigate to Control Panel > Tasks > Categories.
Click + Add to create a new task category.
Enter a Name and click Create task category.
Click Set Task Category Defaults to set the default category for each scenario:
- Programme maintenance category — the default task category when tasks are generated.
- Billing category — the default task category when billing-contract tasks are created.
- Manually created category — the default task category when tasks are manually created.
- Quoted category — the default task category when tasks are created from quotes.
Click Save.
Click the pencil icon to edit or the bin icon to delete an existing category.

Navigate to Control Panel > Tasks > Tags.
Click + Add to create a new task tag.
Enter a Name and click Create task tag.
Click the pencil icon to edit or the bin icon to delete an existing tag.

Navigate to Control Panel > Tasks > Statuses.
Review the available task statuses, their stage, and whether they are accessible to Office, Field and Contractor users.

Note: Task Statuses can only be changed by Uptick. Contact your account manager or support team if you need require changes.

Navigate to Control Panel > Tasks > AI Rewriter.
Enter your Technician note AI rewrite prompt.
Click Save.
Optionally click Generate examples to test how the saved prompt performs by rewriting the 10 most recent technician notes.

For full instructions on creating and managing standards, routine service types and routine service level types, see Create or update standards, routine service types and levels.

For full instructions on creating and managing service groups, see Set up Service Group.

Navigate to Control Panel > Appointments.
Tick the boxes as required:
- Notify primary technician on appointments — when sending appointment reminders to property contacts, also notify the primary technician on the appointment's task.
- Notify client primary contact on appointments — when sending appointment reminders to property contacts, also notify the client primary contact.
Click Save.

Click + Add to create a new appointment category.
Enter a Label and select a Colour.
Toggle Inflexible to prevent this appointment from being adjusted or removed during re-optimisation or auto-scheduling.
Click Create Appointment Category.
Click the pencil icon to edit or the bin icon to delete an existing category.

Navigate to Control Panel > Projects.
Update the available fields:
- Project Invoice default template — the template pre-selected for all project invoices. If left blank, the default invoice template is used.
- Billing task category — the task category used on project billing tasks. If left blank, the default billing task category is used.
- Submit invoice on claim approval — when a project claim is approved, automatically submit the invoice to the accounting partner.
- Enable automatic retention claim and invoice generation — automatically creates an approved retention claim when the retention date on the project is met.
- Project claim default template — the template pre-selected for all project claims.
To add a sliding retention rate bracket, click + Add New Bracket, enter the Retention Limit (ex tax) and Retention (%), then click Save.