Create a task in a custom folder

Create a task whenever work needs tracking, even if it did not start from a quote, visit, or inspection.

Where to find it: Tasks → any custom folder → Create a task

1. Select a custom folder from the Tasks sidebar.

2. Click Create a task.

3. Search for and select the property the task is about.

4. Optionally select a Job. Only jobs at that property are listed, with recent jobs shown first. Search by job number or service to find older jobs. Leave No job selected for work that applies to the property generally.

5. Enter a description of the work.

6. Click Create Task.

The task opens in the selected folder, starting in its first To Do status, or its first In Progress status if it has no To Do status. Click the property name and address to open its property page. You can save notes, change its status, or choose Move to Folder to send it to another custom folder.

If you selected a job, its link appears in the task's Details, and the task appears on that job's Tasks tab. The link stays with the task when you move or complete it. Jobs without visits can also be selected. Changing the property before creation clears the selected job.

Save or cancel any unsaved notes or status changes before moving a task.

Every custom folder supports Create a task, including the custom folders under Jobs. Use Create a deficiency task when you need to record deficiencies with assets and photos.

To set up your folders, see Organize task categories and folders.