How to use your job's task list

This feature is only available for PRO Connect or Work Subscribers.

You can use your Job's Task List by following these steps:

1. Open your job list by clicking on the Jobs icon on the main navigation bar.
2. Select the Job you are creating a task list for. 
3. Click on the Task List tab on the left.
4. To create a new Task, click the Create Tasks Individually link, select the Category from the drop-down, and then click the Add New Task button.
5. If you have a task template created, you can apply a Task Template by clicking the corresponding link in the upper-right. Once you've selected your desired Task Template, click Submit.
6. You can edit these tasks as needed by clicking the 3-dot icon on the right of the task:
   • Add task below
   • Add subtask
   • Set due date
   • Set category
   • Assign to a user
   • Delete
7. You can click and drag the tasks to reorganize them. Dragging and dropping one task into another makes it a subtask of the target task.
8. Complete the task by checking the circle on the left. You can reopen it by checking the circle once more.

Note: There are filter and search options near the top to quickly find the task you're looking for.

Administrators can add Task Categories, Task Templates, and Task Resources:

• How to add a Task Resource
• How to add a Task Template
• How to add a Task Category

Click here to view this video on YouTube.