How tasks are created and organized
The Tasks page is your team's follow-up queue. Tasks are created automatically as things happen across Essential: a customer responds to a recurring service request, a visit is left without a summary, a quote is signed, an invoice goes overdue, an inspection turns up deficiencies, or a customer submits your intake form.
Each task lands in a folder based on what created it, and the folders are organized into groups in the left sidebar: Recurring Services, Quotes, Jobs, Invoices, Deficiencies, and Service Requests.
You can also create a task from scratch in any custom folder, using a property and description. Set up your own task categories and folders in Settings → Work Management → Tasks → Custom Folders.
You clear a task from the active list by marking it done; done tasks drop out of the folder's count. All task types can be moved into custom folders and back to their original folder using Move to Folder. A move preserves the task's history and links. Completing a task does not automatically move it to another folder.
Your business can also set up Task Automations in Settings so tasks move to the right status automatically when someone takes an action, such as creating a visit from an approved recurring-service task, resending a bounced quote, creating an invoice from a job task, or marking an invoice paid.
How you handle a task is up to you and your workflow. The Quotes, Invoices, and Service Requests groups appear based on your permissions and setup. Most tasks also have Quick Actions - one-click shortcuts at the top of the task that start the likely next step, such as creating a visit, an invoice, or a quote straight from the task.
You can ask Essential what's in a folder or what needs attention.
Where to find it: Tasks page (main navigation, Tasks); folders are grouped in the left sidebar
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