Tasks

Tasks are the to-dos that aren't jobs. Call a customer back, order supplies, chase a quote. They live on the Dashboard so they're in front of you rather than in a notebook.

1 to 3. The three views

1. Upcoming is your outstanding tasks. The default and the one you work from.

2. Team is everyone else's, which is how you see whether something you delegated is actually moving.

3. Completed is done, and is more useful than it sounds when someone asks whether a customer was ever called back.

4. Add a task

The Add button on the Tasks panel opens Create New Task.

5 and 6. Filling it in

5. Task Title is required. Write it as an action: "Call Dana Whitfield about the second-floor quote" beats "Whitfield".

6. Task Details is the context. What was said, what needs deciding, what you promised.

The panel also carries a date chip defaulting to today and start and end time chips, so a task can hold a slot rather than floating.

7. Create Task

Cancel discards it.

Tasks against follow-ups

There's a second route worth knowing. Schedule Follow Up in Quick Actions on a customer record creates a task already attached to that customer, which is better than a standalone task mentioning their name, because it shows up in their history.

Rule of thumb: if the task is about a customer, create it from the customer.

Tasks against jobs

A task is a reminder. A job is scheduled work with a price and a technician. If money changes hands, it's a job.

Tips and gotchas

• Create customer tasks from the customer. Use Schedule Follow Up.
• Titles should be actions. You'll read them in a hurry.
• Check Team occasionally to see whether delegated work moved.
• Tasks show on the Dashboard, which is the only reason they get done. Don't hide the panel.

Next up: Leaderboards