Use the task board

Tasks are your team's to-do list: call a customer back, order a part, chase a supplier. Link a task to a ticket, customer, invoice, estimate or product so everyone has the context.

#Create a task

1. Go to Tasks and click New Task (or Add Task under a column).
2. Enter a clear Title ①, e.g. Call Jordan Miller when the screen is fitted, and a description.
3. Set the Priority ② (Low, Medium, High, Urgent) and a Due Date ③.
4. Choose who it's Assigned To.
5. Under Association ④, link it to a Repair Ticket, Customer, Invoice, Estimate or Inventory Item, then search for the record, e.g. RT-0009.
6. Click Create Task ⑤.

#Move tasks across the board

New tasks start in To Do ①. Drag a card into the next column as work progresses ②: To Do → In Progress → Review → Done.

#Tips

• Switch between Board and List view at the top.
• Filter by assignee or priority to see your own urgent work.
• Change the columns in Settings → Advanced → Task Board.