Summary
Create Task Types for the work you do most often — call-backs, verifying invoices and work orders, follow-up reminders two weeks after an initial visit, lunch breaks, creating invoices without work orders, and more. You can assign a task to yourself or to anyone else in your business.
Key Points
Create a name for each Task Type
Create as many as make sense for your business
How to Get to Task Types
From the top of the navigation bar, click Settings (gear icon)
Under Company Setup, click Task Types
How to Create a Task Type
Click the New Task Type button in the upper-right corner
Enter the Task Type name
Example: Call-back
If you plan to add the Visible to Customer section to your document templates, check the Visible to Customer box
Click Create Task Type to save
Once you have created a task, it will show up as a list on your Task Types page and look something like this:
How to Delete a Task
Go to the Task Types page that lists all of your tasks
Click the red delete button to the right of the task you would like to delete
Need more help? Reach out to Fieldwork support, and we'll be happy to walk you through these settings.