Working with Task Lists

Task lists are useful because they group together tasks that are commonly completed together. This eases data entry and allows the technician to have a clear and accurate sense of the assigned duties for a service appointment. To create new tasks for your list, see Working with Task Codes.

There are many options on how to categorize tasks into task lists. For example, you could create "Basic" and "Deluxe" task lists for different levels of a certain kind of service, such as an oil change. Similarly, you may create lists for certain types of maintenance, such as spring startup routines for air conditioners, that are relevant to much of equipment that is serviced.

Another option is to create a large task list for each specific model of equipment in the system. This list should contain all tasks that might be assigned to that equipment for any kind of service. These task lists can then be edited later to contain only the scheduled tasks needed for the specific contract, quote, or service call.

Task lists can also be set up with a hierarchical structure. Each task list is still comprised of tasks and subtasks, but instead of simply ordering the tasks within a task list, you have the option to hierarchically order them as well as have levels within the tasks.

Task lists can be created in two ways:

• By creating it from scratch in setup by individually selecting tasks and adding to a list that can then be saved and selected from a lookup in the record.
• By copying an existing task list from one record to another, then modifying it.

Task lists can be created for service calls, maintenance contracts, and contract quotes. However, once a task list is created, it can be edited and copied to another service call, maintenance contract, or quote.

The Task List Maintenance window can be accessed from the setup menu or directly from any record that has a Task List ID zoom.

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