Tasks
Everything to do with mananging and performing tasks
Understanding task status, task category and parts status
Create I&T task
Create a repair task
Create a callout task
Add a note to a task
Add and remove actions on a task
Set authorisation limits on a task
Assign a user or a contractor to tasks
Consolidate tasks
FAQs - Creating Tasks
FAQs - Notes
Create a report
Archive and unarchive tasks
FAQs - Closing Tasks
Set up logbooks
Manage the work tab of the task
How to edit tasks or bulk tasks at once
Assigning tasks to rounds via the Geo-Allocator
Selecting tasks in the Geo-allocator
Searching for Tasks
Viewing a Task
Understanding the task profitability window
Parent/Child Tasks and Properties
Setup Service Level Agreement (SLA) Targets on Tasks
Viewing a Particular Round
Assigning a Technician to a round
Filter by Service Groups in Geo-allocator
Everything about Rounds
How to dispatch to the client