Custom Tasks
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      3. Custom Tasks

      How do I apply a Task to an Order?

      Follow the steps below to add a Task to an Order.

      All users will be able to complete this task.

      To locate your Order:

      1. Navigate to the Orders module within the menu on the left side of the screen
      2. Locate the Order to which you wish to add a Task
        How do I find a specific Order?

      To add a Task to the Order:

        1. Locate the Order to which you wish to add a Task
        2. Click anywhere on the Order to open up the Order Details on the right side
        3. From the top of the Order Details, select "FULL VIEW"

          Please note that this is only available to edit on the Order from Full View
        4. On the left side of the Order in Full View,

          ...scroll down to the "Tasks" section

                   Why can't I see this section?
        5. Beside the Tasks heading, to the right, click "+ ADD TASK"
        6. A pop-up box will appear where you can enter the Task information
        7. Enter the Task Type

          Click on the "Type (Required)" field to expose a drop-down menu

          From the drop-down menu, select the type of Task you are creating

          Once selected, the type will display within the previously blank Task Type field
        8. Select the Task Start Date by clicking the Task Start Date field and selecting a date
        9. Select the Task Start Time by clicking the Task Start Time field and selecting a time
        10. Select the Task End Date by clicking the Task End Date field and selecting a date
        11. Select the Task End Time by clicking the Task End Time field and selecting a time
        12. Assign this Task to a user
          Click on the "Search for a user" text field and enter a name

          From the search results that appear, select the user you want to assign the Task to


          Once saved, this task will be assigned to the user you have selected
        13. Fill out any additional fields if they are displayed here and/or are necessary


        14. If necessary, add any additional Notes to the Task
        15. If necessary, upload a document to associate with this Task

          Click the "+ Upload Document" link

          Select a file from your computer and upload it to the Task

          The document will now appear within the Task information
        16. When all information has been correctly entered, click "SAVE"
        17. The Task will now appear on this Order