How to use the Tasks add-on to manage complex jobs

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In this article, you will learn how to use the Tasks add-on for jobs and leads in Workiz.

Your business likely performs a variety of different services on a regular basis. Some of those services may be simple jobs, requiring just a single appointment on your schedule. Other services may be larger and more complex.

Workiz allows you to tackle these larger projects with the Tasks add-on, a feature that provides you with the ability to break larger projects down into smaller, more manageable assignments.

Enabling the Tasks add-on

  1. From the navigation bar, select the Marketplace

    Not seeing the Marketplace icon in the navigation bar? You may not have the correct permissions set for your user.

    Please contact your account admin and ask them to turn on the Account Settings permission for your user type from the Roles & Permissions settings page.

  2. Under Add-ons, select Tasks

  3. Turn the toggle switch on/off to enable/disable the add-on

Managing jobs or leads with tasks

Creating a new task

  1. Open the job or lead you want to add tasks to
  2. Select the Tasks tab
    Group 4537tasks.png
  3. Select Add task
  4. Create your new task:
    image 808-1.png
    1. Title
    2. Description
    3. Schedule
    4. Assigned tech(s)
    5. Select Save
  5. Repeat Step 4 for all of the tasks you want to add to this job

Tasks will now appear on your schedule, job or lead pages, and various other areas across the web and mobile apps. Workiz will also provide you with visibility into the progress of your tasks (and by extension, your complex projects) whenever they’ve been added to a job or lead. 

Updating a task’s status

Each task will include its own status to indicate whether it is Open or Done. Task statuses can be managed from within the job page.

  1. Open the job page that contains tasks you want to update
  2. Select the Tasks tab
  3. Select the task you want to update
  4. Change the status from Open to Done
    Group 4904.png

Workiz will automatically update the progress bar for your tasks, giving you full visibility into your project's development. 
image 810.png

Viewing reporting on tasks

Workiz also provides you with a dedicated report for your tasks

Here, you’ll be able to see a record of all of the tasks you’ve created, as well as the jobs they were assigned to, status, assigned technician, and more. 

 

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