schedule or task list, you're already in the right place for step 2.
Tap the (green plus button) > Create Task.
To select a Client or Location, tap (magnifying glass), select the client name or location, using the search box if you need to, and tap Select.
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To add a new Client or Location tap (plus icon), enter the details, then scroll down and tap Create Client(or Create a Location for an existing client).
Users require additional permission to create new clients. For more information, see Feature Access Settings.
Select a Task Type using (magnifying glass). If you need to, use the search box to quickly locate a task type.
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Optional: Assign the task to a user(s) or business unit.
Enter the name of the task into the Task Name field.
Character limit
The maximum amount of characters is 50.
If applicable, enter a Due Date using the date picker.
If applicable, enter the customer order number, such as work order number or contract number.
Optional: Click the next to Salesperson to select a user. This could be used for KPI tracking.
Enter a description of the work or tap Description to search your description templates.
Optional: Select a Project this task should be added to. If the Project Task is a variation, tick the checkbox.
Select a Reported By contact from the list.
Tap Create > Yes.
Compulsory forms
If there are compulsory forms to be completed for the task type you've chosen, an orange banner will appear at the bottom of the task sheet header. Tap View Forms to access the forms.
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Tap the (up arrow) to minimise the banner.
Create from an existing task
To create a new task based on the task you're currently working on:
Tap (green plus button).
Select from one of the following options:
Task (Client)
Task (Client, Location) - appears if the location on the existing task differed from the client's main business address.
Task (Client, Asset) - appears if an asset was added to the task.
Task (Client, Location, Asset) appears if the location on the existing task differed from the client's main business address and an asset was added to the task.
You can also turn the task into a quote from here, or create a new quote, using the same options as mentioned above.
The Create Task page will load with the Client (and Location and/or Asset if applicable) pre-filled, based on the existing task's details.
(green plus button) > Create Task.
(magnifying glass), select the client name or location, using the search box if you need to, and tap Select.
(plus icon), enter the details, then scroll down and tap 
(up arrow) to minimise the banner.
(green plus button).
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(three dots) beside the relevant client name to access the quick actions menu
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