How To Create a Task
Tasks are always created within the context of a booking. To make things easier, Traffio offers several locations where you can create a new task.
The simplest way of creating a task is to:
Navigate to Bookings
Select Details of desired booking
Select the Tasks tab
Click +New
Once you have clicked +New button, you will be presented with a screen allowing you to fill in all of the details about your new task. This screen is broken down into four sections.
Client & Booking Information
This section displays the client, project, and booking for which the task is being created. Click any of the view buttons to access the full details of each.
Task Information
This section outlines the type of work to be performed for the task, including the task type, description, and the required number of people. You can also toggle the option if the task is non-billable. If the task is recurring, this information will apply to all task instances generated.
Task Schedule
This area allows you to specify when the task should be performed during the associated booking. It also gives you the option to set the task to repeat on a flexible schedule.
Task Location
This section indicates the location where the task is to be performed, and this location is consistent across all Task Instances generated. Toggling on the "Location is accurate and can be used for navigation" option will inform the field worker that the selected location is the precise place where the task should be carried out.
If you regularly apply the same set of tasks to certain bookings, you may want to explore the use of Booking Templates.