Click Sanitation | Jobs | Search
Click the job you’d like to add a task to
Click Tasks on the left hand side to open
Click Add for a New record or Plus if a record exist
Enter the details of the task
NOTE: the task order only allows a certain number of characters, so keep that brief, while the description allows more, so make that specific
Click Save to add the New task
To complete the following actions, please use this picture for reference:
Edit an existing Task:
1. Click Pencil
2. Edit any field that is not shaded in gray
3. Click Save to Save your changes
Delete a Task:
1. Click Trash to the right of the Task to delete
2. A message will be displayed Are you sure you want to delete this?
3. Click yes to delete the Task or Click no to cancel the deletion
Completing a Task:
Check the checkbox next to the tasks
Click Complete
The Complete Task Pop-up will appear
3. Click OK
Canceling a Task:
Check the checkbox next to the tasks
Click Cancel
Select a Reason from the dropdown menu
Click OK
Click OK
If you cancel Tasks, uncheck Complete All Tasks on the Work Order Tab before adding duration and completing the Work Order
Reopening a Task:
1. Check the checkbox next to the tasks
2. Click Reopen
The Complete Task Pop-up will appear
3. Click OK
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article