Tasks

How to Use Tasks

Overview

In simPRO, you can use tasks to keep an interactive to-do list for quotes, jobs, customers, and internal needs.

A task can only be assigned to one person, and that person receives emails and simPRO alerts for key dates and updates. If you would like additional people to receive email notifications about the task (including customers), add them as stakeholders through the task's Stakeholder tab. Stakeholders do not receive alerts in simPRO.

A customer must be associated with every task. They do not receive any emails or alerts about the task unless they are also assigned as a stakeholder, but are able to view task details if they are using the customer portal with the Tasks menu enabled. If you wish to create an internal-only task, such as 'Update emergency contacts', create a customer card file for this purpose, such as 'Internal tasks' or your own company name.

To view only tasks assigned to you, go to Tasks > View. To view all tasks in the system, click the icon next to Search. Alternatively, view tasks in the card file of the customer they are associated with by going to History > Tasks, or in the job or quote they were created in by going to Details > Tasks.

If you frequently carry out the same set of tasks for certain types of quotes or jobs, you may wish to use task templates to save time.