Adding Tasks to a Sanitation Job

Modified on Mon, Jul 26, 2021 at 3:17 PM

  1. Click Sanitation | Jobs | Search 

  2. Click the job you’d like to add a task to

  3. Click Tasks on the left hand side to open 

  4. Click Add for a New record or Plus if a record exist 

  1. 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

  1. 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:

  1. Check the checkbox next to the tasks

  2. Click Complete

The Complete Task Pop-up will appear

3. Click OK

 

Canceling a Task:

  1. Check the checkbox next to the tasks

  2. Click Cancel

  3. Select a Reason from the dropdown menu

  1. Click OK

  2. Click OK

  3. 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

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