In your FP system, tasks are your calls to action. Tasks are a great way to give a certain team member a particular thing to work on, or a selected group of team members a collaborative item to work on together. Tasks can be organized within a Schedule, be stand alone to-do items on a Job, or act as a personal to-do list.
Job related tasks are time-trackable, and can be associated up to your service buckets to be billed out accordingly. Tasks that are part of a Schedule, can be marked as a predecessor or dependent of other Tasks within the same Schedule. And tasks on Schedules can also be easily viewed as a Gantt.
To learn the difference between a Task and a Service, please review this article: Tasks vs Services in FP
How are tasks used in FP?
Generally tasks are used to break down the estimated hours for a job, into more detailed work that needs to get done. Tasks are assigned to one of more staff to complete, and typically have a start and end date. You can think of tasks as like the smallest part your work breaks down into.
Where can Tasks be created?
1. From the Dashboard
On the Tasks/ To Dos Dashboard tile, click the Quick Task button.
Enter any information you deem important and click Submit. Or, click Show More to see additional fields, including those to associate this task to active work, making it time trackable and possibly billable.
2. Ad Hoc - From the Job
From a Job Details page, click the Add New menu, and choose Add Task.
Aim to include information that will help the assignee - including start and due dates, and estimated hours to complete. It is also advisable to select a service bucket, so that tracked time will be probably stored and allocated.
3. Add a Schedule to a Job
From any Job page, choose the Add New menu, and click Add Schedule.
The system will pre-pick the option to use the structure of the Estimate as the basis for the structure of the Schedule. However, if you have created Schedule Templates, they will be available for use from the drop down icon. You can also choose to adjust the Schedule Name, Description, and member of the team to Manage.
Click Submit when ready.
The content from the Estimate has come over for us. Click anywhere into the now created Schedule to easily in-line edit any information, and break down chunks of time into smaller calls to action for different members of your team. From this page, you can also readily copy any group of tasks or individual tasks.
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