Assigning a task to a job

Tasks can be used as specific instructions, added to a Job enforced by sequence. Tasks can be embellished with Attachments and Notes such as maintenance manuals. While the job is being performed, additional notes and pictures can be added using the Field Services form.

Once the task has been completed, a time stamp and the employee are recorded.

To automate the manual process of creating tasks, users can create a Job Template.

Related Articles:

Adding a characteristic to a job.

Adding an item to a job.

Adding a skill to a job.