A task is a specific action that is assigned to a particular person. This could be related to a specific job (like "sheetrock walls for Laketown job" or "call Tom B to get estimate" ), or it could be something that isn't related like taking a vehicle in for servicing or attending a staff meeting. Tasks sometimes correspond to activities, but they don't always.
Go to the Quick Add menu and click Task. Enter a subject and adjust the due date if needed.
To associate a customer/job with the task: Click Associate Customer, and then pick the person just as you do elsewhere in Chronicle. If you associate a customer, then when the task is completed, a record of the fact is added to the customer’s journal.
To assign a different employee to the task: To remove the selected employee, at the bottom of the screen, click Disassociate. To assign a new employee, click Associate Employee.
Click Save & Close to finish the process. Once you've assigned tasks, you can monitor their status at any time from the task manager found on the reports tab.
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