Adding Tasks

There are four ways to create tasks:

 

Add Task
Opens task form allowing you to enter task details.

 

Task Wizard
Starts wizard that walks you through process of adding a single task.

 

Mass Task Wizard
Starts wizard that allows you to create and manage many tasks at once.

 

From Other Records
Tasks can be added from customers, items, and service jobs (repairs, custom jobs, special orders, and appraisals).  They will retain a link to all related records.