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The Task Header allows you to change many of the key details of a task after it has been created.

  1. Open the task you wish to edit (See Current Task List for more information).
  2. Click Edit Task Header at the top left of the page.
  3. Make changes to any of the header elements by:
    1. clicking in any of the boxes
    2. selecting an option from any of the drop-down menus
    3. clicking any of the underlined words.
  4. Click Save to update the changes.
  5. Click Task List at the top left of the page to return to the task worksheet.

FieldDescription
Owner

To move a task from one Business Unit to another, click in the dropdown menu, next to Owner, and select a different business unit from the list.

The Parent or Child Business Unit will also be shown if it exists, e.g. Electrical Company > Installation Business Unit.

Task Type

To change the task type from the original one selected during task creation, select the new task type from the drop-down menu. Changing the task type in this way does NOT change any of the initial settings linked to the previously selected task type, such as Checklists and Default Service Fees. However, any:

  • manual add checklists that have been linked to the new Task Type will now be available to this task, when selecting from the Manual Checklist Tab.
  • custom fields linked to the original task type will remain visible and you will have the option to remove any empty ones. See Changing Task Types for more information.
Due DateTo change the due date of the task, click in the box and select a date from the calendar.
Customer Order NumberTo change the customer order number, click in the box and type in the new number.
Sales PersonTo change the sales person for the task, click in the box and search for the new resource from the window. Click on their name to select it.
Merge TasksTasks can be merged to create a single task. Refer to Merge Tasks for instructions.
Entered ByTo change the resource, click in the box and type in the new name.
Entered By PhoneTo change the contact number, click in the box and type in the new number.
ProjectUsed to link the task to a project. For more information, see Projects.
Description
The Task Description tells the field technician exactly what the problem is, or what specifically the client has requested. You can type in a new description, or click the Descriptions button to select a description template.
Task Notes

To add a task note, click Add Note (Text) or Add Note (HTML), enter the note and select the note filter (see Add Notes for more information). To edit a task note, click on the edit note link next to the existing task note and change the note as required; remember to click Save to update the changes.

Feature access

Parts of this feature are included in AroFloGo.

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