Create tasks such as call-backs, verifying invoicing/work orders, follow-up reminders two weeks after an initial visit, lunch breaks, creating invoices without Work Orders, etc. You can assign a task to yourself or to anyone else in your business.

To set up your task list, from the Dashboard click the Settings gear icon and click Task Types.

Click the New Task Type button in the upper-right corner.

Enter the Task Type name and click the Create Task Type button.

The list of Task Types appear.