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.

If you plan to add the Visible to Customer section to your document templates, place a check in the Visible to Customer check box.

Click Create Task Type to save your newly created task.

The list of Task Types appears.