How to manage job tasks
Adding a task
In the Tasks tab of a Roofr Job card, type a description in ‘What needs to get done?’
Add assignee (optional)
The creator of the task will be the default assignee
Add a due date (optional)
Click Add Task
Blocking
When you toggle on the task as Blocking you will not be able to move this JOB to another stage until the task is marked as complete
You can toggle off Blocking on tasks at anytime
To mark a task as complete, check the box next to the task listing
💡When you try to drag and drop a job to a new stage you will be prompted to review any stage blocking tasks
You can also set a task as Blocking when using tasks in automations
Task order
Drag and drop the order of your tasks to organize