Create a Task Group


Task groups are a collection of tasks that are combined or linked because they must all be completed on a job. Creating task groups can be a time-saving step that ensures the completion of every necessary task for the various services that must be accomplished by your field staff. Items and Attachments can also be associated to tasks in task groups.

Consider the following tips and techniques when you are creating a task group.

  • Add necessary documents that need to be completed by your technicians to your task group.
  • Use a unique naming convention to make it quick and easy to find the task group.
  • Mark your tasks mandatory if the technicians MUST complete the tasks.

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