How should I use tasks?

Tasks are good for the non-sequential actions on orders. With tasks, you will be able to add and assign very specific actions, which employees will be able to check off once it has been completed. Tasks appear on the calendar without having to be attached to an order. Moreover, you can create a preset tasks list that will be added to each order moving forward.

What if I want to see tasks on the calendar without having to click on a specific job?

With our new Calendar V2, tasks not assigned to a specific job will appear directly on the calendar. But, in order to clean things up and have the calendar not look too busy, tasks that are assigned to a job will only appear when you click on the specific job. 

One thing we would recommend is putting job-specific information in the "Nickname" field of the quote/invoice. This will appear directly on the Calendar next to the quote/invoice number.

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