Tasks are used to have a consistent way of working from order until invoicing. Your company can set up tasks based upon its preferences.
Navigate to Configuration
Click on Tasks in the header
Here you can set up tasks for:
Orders
Trips
Invoices
Click on one of the categories at the left side to edit or add tasks.
Now you complete the following details:
the responsible person
when the tasks should be scheduled
how the tasks should be completed (manually, auto-complete ..)
..
When the tasks are added, you can afterwards see these tasks across the app, for instance: in the individual order page or on the trips page. Newly created tasks will only be visible for new orders.
You can also trigger the tasks by going the the order list page and hover over the order name and trigger one of the shown tasks.
