How To Create Once-off Task Instance Within a Booking
A task instance refers to a single occurrence of an action performed by a field worker.
Example Scenario: You receive a call and need to send someone out in order to inspect a site, but this should only take 1-2 hours. You also want to have the choice of it being billable or non-billable and you have created a task type called Site Inspection.
Solution to Example: You then create a task instance, schedule it for the inspection, and assign a field worker.
Creating a Task Instance Within Booking
Navigate to Bookings on the sidebar
Select desired Booking
Click Tasks
Click +New
Select the Task Type
Toggle on if the task is Non-Billable
Enter Description
Enter Required Amount of People required for the task
Enter the Approximate Start Time and Duration (If a hire booking, you are also able to delay the start (schedule after X number of days) or schedule from the end of the booking)
Click Create
From here, you will see an overview of the task, along with the task instances and any forms linked to it.
Note: the task instance has not yet been allocated or activated in this state
How To Create Recurring Set of Task Instances Within a Booking
A task can have multiple instances (occurrences) that can be assigned to one or more field workers. These are able to occur and repeat on:
a daily or number of days schedule (e.g. every 4 days)
a weekly schedule (e.g. every Monday and Friday)
or
a monthly schedule (e.g. every 1st of the month)
You can also configure the task to exclude weekends and delay the start of task instances by a specific number of days (e.g. start 5 days later) or have them begin a set number of days before the booking's end date (e.g. start 2 days before the task ends).
Example Scenario: A Company has requested a specific setup every Monday and Friday for school days - You need to schedule a team leader or manager to inspect the site on these days.
Navigate to Bookings on the sidebar
Select desired Booking
Click Tasks
Click +New
Select the Task Type
Toggle on if the task is Non-Billable
Enter Description
Enter Required Amount of People required for the task
Enter the Approximate Start Time and Duration (If a hire booking, you are also able to delay the start (schedule after X number of days) or schedule from the end of the booking)
Apply Exclude Weekends if applicable
Toggle on 'Repeating Task'
Select how the repeat is going to occur - whether it be daily or every X number of days, or weekly or monthly (on a set date).
Click Create
Note: The schedule for the task instance can be modified until the task instance is confirmed.