Task Managment and Templates

What It Does

Tasks break jobs into actionable steps, while templates streamline repetitive task creation.

Video: Job Tasks

Why It’s Important

• Enhanced Organization: Clearly defines responsibilities and deadlines for each team member.
• Time Savings: Reduces repetitive data entry with reusable templates.

How It Helps

• Prevents overlooked steps by standardizing task lists.
• Improves time management by assigning clear due dates and priorities.

Step-by-Step Instructions

1. Create a Task Template:
   • Navigate to Settings > Task Templates.
   • Click New Template.
   • Enter the template name (e.g., "Banner Production Tasks").
   • Add tasks sequentially:
     • Task Name: Describe the step (e.g., "Client Approval").
     • Assigned Role: Choose who typically performs this task.
     • Estimated Duration: Provide a timeframe (e.g., 2 days).
   • Save the template.
2. Assign Tasks to a Job:
   • Open a job and navigate to the Tasks tab.
   • Click Apply Template and select the appropriate task template.
   • Adjust individual task due dates and assignees if necessary.
3. Track Task Progress:
   • Open the Tasks View from the navigation menu.
   • Use filters to view tasks by:
     • Assignee
     • Status (e.g., Open, In Progress, Completed).
   • Update task status as work progresses.

Pro Tips

• Build templates for specific project types (e.g., "Channel Letters" or "Vehicle Wraps").
• Assign default roles for each task to speed up job setup.