Tasks

1. From an open Repair Order or Opportunity, click the Activity tab.
2. Click the Tasks subtab. The Tasks subtab displays a list of tasks assigned to you that are specific to the open RO or Opportunity.

View all Tasks assigned to you including tasks not associated with a Repair Order or Opportunity. Do one of the following:

• From the Tasks menu, select My Tasks.

• From the Whiteboard, you can click the Tasks icon to display a list of all your assigned tasks.

Tip: The Tasks tab is the same in functionality for both a Repair Order and an Opportunity.

From the Tasks tab, select the following in the View list to filter your tasks:

• Open - Tasks that have not yet been marked Completed.
• Callbacks - Tasks that have been marked as Callback tasks.
• Completed - Tasks that have been marked as Completed.
• Assigned - Tasks that were created by someone else and assigned to you.

1. In an opened RO or Opportunity, click the Activity tab. The Tasks subtab should be selected by default. If it is not, click the Tasks tab.
2. In the upper right corner, click Add Task. This clears the variable fields in the lower portion of the window.
3. In the lower left, select the task Name from the drop-down list.
4. Select your name in the Assigned to list.
5. Verify or set the Due date and time.The current date and time is automatically entered. You can change each part of the date and time.
6. Click anywhere in the date field, and then click the drop-down arrow to open a calendar. Select a new date.
7. To change the time, click the hour, minutes, or seconds and use the up and down arrows to increase or decrease the number.
6. Indicate the Recurrence of the task:

• One time
• Daily
• Every 2 days, every 3 days, every 4 days,
• Weekly
• Monthly

7. If the Task requires a phone call, select the check box next to CallBack Task.
8. If the Task is related only to the open Repair Order, select the Applies to this Job check box. The RO or Opportunity number displays if this check box is selected.

Note: If this check box is not selected (the task is not specifically for the open RO or Opportunity), the new task will not appear in this list; you can find it only in your My Tasks list, accessed from the Tasks menu.

9. Type additional notes in the Details box, as needed.
10. Click Update.

Tip: If you have Administrator rights, you can also view the new task on the All Tasks tab list accessed from the Tasks menu.

1. In an opened RO or Opportunity, click the Activity tab. The Tasks subtab should be selected by default. If it is not, click the Tasks tab.
2. In the upper right corner, click Add Task. This clears the variable fields in the lower portion of the window.

Tip: Use the Calendar to determine if your staff is available to complete the task.

3. In the lower left, select the task Name from the drop-down list.
4. Select the desired user in the Assigned to list.
5. Verify or set the Due date and time.The current date and time is automatically entered. You can change each part of the date and time.
6. Click anywhere in the date field, and then click the drop-down arrow to open a calendar. Select a new date.
7. To change the time, click the hour, minutes, or seconds and use the up and down arrows to increase or decrease the number.
8. Indicate the Recurrence of the task:

• One time
• Daily
• Every 2 days, every 3 days, every 4 days
• Weekly
• Monthly

9. If the Task requires a phone call, select the check box next to CallBack Task.
10. If the Task is related only to the open Repair Order, select the Applies to this Job check box. The RO or Opportunity number displays if this check box is selected.

Note: If this check box is not selected (the task is not specifically for the open RO or Opportunity), the new task will not appear in this list; you can find it only in your My Tasks list, accessed from the Tasks menu.

11. Type additional notes in the Details box, as needed.
12. Click Update.

1. Click Calendar to open the calendar.

2. Do one of the following:

• Click Employees to view employee availability.
• Click Shop to view availability for the entire shop.

3. Review availability. Items in dark blue indicate the employee has a Task assigned.
4. Use the Calendar controls to move to different days . Click Today to view today's information.

5. Click in the upper right corner, to close the Calendar.

Tip: See Calendar View for more information about the Calendar.

1. Select the Task in the list and make the changes as needed in the bottom portion of the window.
2. Click Update to save the changes.

1. On the Tasks tab window, highlight the completed task line.

2. In the Completed column, right-click and then choose Mark Complete from the drop-down menu.

Tip:You can view deleted tasks by selecting Completed on the View list.

1. Select the task from your task list.
2. Click Reply, and add your text in the Details box.
3. Click Update to send the reply.

1. Select the task from the list and then click E-Mail. This opens your default e-mail application.
2. If an RO has been selected, the RO number and customer name automatically appears in the Subject line. You can leave the subject as it is, or change it manually.
3. Complete and send the email as usual.

1. Click Print All Tasks. A Preview of the Task Report displays

Note: The report only shows Tasks in the same category selected in the View list. See Filter Task View to change your view.

2. From the report preview, click .
3. Click in the upper right corner, to close the preview.

This feature is available for customers licensed for Carrier Communications.

In most instances, the shop writes the estimates for the carrier. The Special Actions feature will be used by carriers that require the shop to notify them when the vehicle arrives at the shop. It alerts the carrier that the estimate can now be written.