This feature is only available for PRO Connect or Work Subscribers.
If the Job you're adding a new Task to already has a Task, then you can add to it on your main Task Board by following these steps:
- Click on Task Board icon in the navigation bar on the left.
- Hover over where you'd like to add the task, then select the Add new task... link that appears. Note: You can use the Search and Filter options at the top to easily find the Task you're looking for.
- Update the fields on the right-hand side:
- Label (required): This is the name of your Task.
- Description (optional): This is used to provide a description of the task.
- Select the desired Priority (optional): High, Medium, Low.
- Progress (optional)
- Start / End Date (optional): This will add this Task to your company Calendar.
- Users: This is used to assign this task to a User(s).
- Task Resources (optional): Select the required resources for this Task.
If the Job you're adding a new Task to doesn't already have a Task, then you can access it in the Job's Task Board by following these steps:
- Click on Jobs icon in the navigation bar on the left.
- Click on the Job you want to update add a Task to. Note: There are search and filter options at the top to easily find the Job you're looking for.
- Click on Task Board tab on the left.
- Hover over where you'd like to add the task, then select the Add new task... link that appears.
- Update the fields on the right-hand side:
- Label (required): This is the name of your Task.
- Description (optional): This is used to provide a description of the task.
- Select the desired Priority (optional): High, Medium, Low.
- Progress (optional)
- Start / End Date (optional): This will add this Task to your company Calendar.
- Users: This is used to assign this task to a User(s).
- Task Resources (optional): Select the required resources for this Task.
- Now that this Job has at least one Task, you'll also be able to see it on the main Task Board by clicking the Task Board icon in the navigation bar on the left.
Administrators can add Task Categories, Task Templates, and Task Resources: