07) Tasks/Calls/Notes, & Homepage Sections

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Tasks / Calls / Notes, and Homepage Sections

A Team Lead can edit and delete Tasks/calls created by others, compared to a Basic User who can only view items unless the item was created by them or assigned to them.

Watch our YouTube video about Tasks, Calls, and Notes at https://youtu.be/3xc5CqwsO5I
(if this link is broken because we’ve posted a new version, go to our channel at https://www.youtube.com/SMMware to get to the new video)

 

Task Groups

Also, ‘Task Groups’ provide a quick and easy way to load up a new job with one or more groups of tasks applicable to that job type.

Example: If a client has pets, there may be 4 or 5 tasks that you only need for pets. You can add more than one Task Group.

Watch our YouTube video about Tasks Groups at https://youtu.be/zxN580JBWeM
(if this link is broken because we’ve posted a new version, go to our channel at https://www.youtube.com/SMMware to get to the new video)

 

Homepage Sections

 

Below are the new sections available to Team Leads, in addition to the ones for Basic Users.

All Unfinished Tasks

This section is for higher level users like Team Leads to Company Owners. These are people who can be expected to create tasks for others.  This list contains all unfinished tasks, regardless of who created them or who they are assigned to.

Tasks Recently Completed

This list contains tasks completed in the last X days, where X is set in the configuration (The default is 5).

Invoices Needing My Approval

If you are the current Team Lead on a job and there is an invoice for that job with Status “Finished”, it will appear here so that you can review and then approve it.

My Teams, As Lead

This is a listing of teams where you are the current Team Lead.

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