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Assigning Tasks and Task Lists
Assigning Tasks and Task Lists
- Kimberly Onnen
Owned by Kimberly Onnen
Tasks and task lists can be assigned to service calls, maintenance contracts, and equipment. Assigning tasks to equipment on a maintenance contract will help ensure that maintenance tasks are completed routinely for the equipment. Assigning tasks to an individual record will add tasks to the call in addition to any inherently attached to the equipment.
Inactive task codes and task lists are filtered out from displaying in any lookup and cannot be assigned to any new contract, equipment, or service call. If a task list has any inactive task codes, only the active task codes will be assigned.
See also:
- Assigning Tasks and Task Lists to Equipment
- Assigning Tasks and Task Lists to Records
- Generating a Maintenance Contract from a Quote
- About MCC Calls
- Scheduling Maintenance Tasks
- Printing the Scheduled Maintenance Report