Tasks

Use the task inbox, folders, filters, statuses, notes, and quick actions to keep office work moving.

Common tasks

• The Tasks inbox: folders, status filters, and search
• Task folder and subfolder meanings
• How tasks are created and organized
• Working a task: changing its status and saving notes
• Respond to a workflow task
• Quick Actions on a task: create a visit, invoice, or quote without leaving the task

All guides

• The Tasks inbox: folders, status filters, and search
• Task folder and subfolder meanings
• How tasks are created and organized
• Working a task: changing its status and saving notes
• Respond to a workflow task
• Quick Actions on a task: create a visit, invoice, or quote without leaving the task
• What creates Deficiencies tasks
• Create a deficiency task
• What creates Invoices tasks
• What creates Jobs tasks (and moving them between folders)
• What creates Quotes tasks
• What creates Recurring Services tasks
• What creates Service Requests tasks
• Where to see customer approvals and responses to service requests