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- Custom Tasks
How do I complete a Custom Task on an Order?
Follow the steps below to mark a Task on an Order as complete.
All users will be able to complete this task.
To locate your Order:
- Navigate to the Orders module within the menu on the left side of the screen
- 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:
-
- Locate the Order to which you wish to add a Task
- Click anywhere on the Order to open up the Order Details on the right side
- 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 - On the left side of the Order in Full View,
...scroll down to the "Tasks" section
Why can't I see this section? - Here you will see all Tasks associated with this Order
- Locate the Task you would like to complete, if multiple have been added
- Click "COMPLETE TASK"
- A pop-up box will appear where you can complete the completion date and time
- Enter the completion date and time of the Task
- Click "COMPLETE"
- Locate the Order to which you wish to add a Task