WEBVTT - This file was automatically generated by VIMEO
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So today I'm going to show you how to create a task within Workhorse.
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Over here on the left. We have a task tab, so
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I'm going to select tasks.
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That I can come down here and select new task.
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When I select that it will bring us to the task creation screen.
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So tasks and more course are assignable reminders. They can
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go to anyone. That's a
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user in Workhorse for your company.
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And over here on the left, we can select a contact a company
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if it applies a site and a
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deal but for tasks these are not required.
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You have the option to select these so say for today. I'm
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going to use this specific example of a customer calling in
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and asking for somebody to reach back out and
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call them back.
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So in a case like that we can come over here. So
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say that contact called in.
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We can start typing in their name.
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And select that contact they gave us a call.
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We see there's no company tied to them.
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And if you'd like you can add a specific site. So say
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they were calling about their system.
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installed in hollybush Terrace
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We could select that site.
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And that specific system.
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And then we can put the title.
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So for this example.
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You want to put callback Al?
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And then in this description we can kind of
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go into more detail and explain what maybe he called about.
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So we could type in our call then.
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Yes to speak.
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the technician
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system
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or we're not on the service call, whatever you need to put in here.
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Then down here. We have a status as well as a priority.
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So that this particular task?
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It's open so we know that nobody's called them back.
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And we can adjust the priority as well.
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So for this case, I'm going to select high priority because he
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needs a callback immediately.
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We can adjust it to whatever you like.
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And then here on the scheduler if we click show scheduler.
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It'll actually pull up every single user that you have in Workhorse in
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the system.
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Not just technicians.
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So once you find a specific person you want to tie this to you
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can select that person or you can leave the
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task open for anybody to pick it up. If that's the
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case. We don't have to schedule anybody and we can just go
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ahead and create this task.
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But for this example, I'm going to assign this to Steve.
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So I'm going to double click in a time slot. It will
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automatically pull in the title as well as the description that
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we'd entered.
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We can go ahead and create that task.
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And by doing this on the scheduler, we actually assign it to
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Steve who will pop up on his calendar for him to view.
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So if we hit create.
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We can see that task is now created.
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Then we can come down to the bottom and select create task.
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Once we do that.
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Will bring us to the task screen so we can
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see the contact that we assign this to the site
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as well as the system.
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We can see Steve Hayes down here.
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And then we have the title the description and all of this
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can be updated if you need to add any Eternal notes.
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They can be listed here. These the customer will not see these are strictly for
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internal purposes.
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But for example, I scheduled this for Steve so Steve
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blogs in who I'm currently logged in is now
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If we go to his calendar.
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We can see that test that we just created.
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Is listed on his calendar and he's able to actually just
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click into his calendar. He can see the task the time
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frame so it's assigned to himself.
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And then the brief description and he can go right to that task.
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And say he gives them a call back.
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He can manually update the status to resolved.
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It will change that task to resolved.
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So now if we come over here to the left on the
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test tab
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And we can select manage tasks.
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We can see that the one that we created.
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Is now in resolve status because Steve completed that
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task.