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- Custom Tasks
How do I hide Tasks on an Order?
If you would like to hide Tasks entirely on a specific Order, follow the steps outlined below.
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? - Beside the Tasks heading, to the right, locate the "HIDE TASKS" toggle
- Click on the "OFF" toggle to toggle "HIDE TASKS" to "ON"
- This will hide all Tasks on this specific Order
- Locate the Order to which you wish to add a Task