Task List Presets allows the creation of various tasks lists and the addition of these lists to estimates and jobs with ease!
Creating a Task List Preset
In order to create a task list preset you will need to hover over My Office and select the Task Lists Presets option in the fourth column.
You select estimates or jobs when creating a task list preset. This allows tasks lists to be associated and present for use where it makes sense. When you travel to the task list presets screen, you see these two sections, along with the ability to add a new task list to each:
Select to add new (+New) and name the preset task list.
A task list can be created simply to quickly add several tasks to estimates or jobs when they need to be. A task list only needs to be active to use in this way - as long as set to Active, they can be used at any time, simply by choosing to include them when editing an estimate or a job. If the task list needs to be automatically added to every estimate or every job, indicate that the task list should be treated as the default task list by toggling the 'use as default' toggle to yes.
To add a task to your task list, begin typing in the field adjacent to the 'Add' button, where there is an invitation to 'Add new task'. Simply type the content of this task here and then select to 'Add' this task to the task list by clicking the add button to the right of the text field.
You can continue to add tasks to your preset list in the same way. To edit a previously added task in your list, simply click on the task you would like to edit, and the field becomes available for you to do so. Make sure to click the check-mark when done editing to save the edit to the field.
Once the task list is complete, select to save and continue.
When the task list is saved, it is available to use. The task list will also appear for selection in the appropriate section for future editing, if need be.
To edit or delete a task on a task list, simply choose the task list, and the click into the task you would like to change. You can save changes with the check-mark icon, or you can delete the task from the list entirely with the trashcan icon.
Inserting Tasks Lists on estimates and jobs
Any active task list preset can be added to estimates or jobs, depending on which it was created for. The process is the same for estimates and jobs, by interacting with the task list respective to either. Both estimates and jobs have this section when viewing, editing or creating:
Simply select to 'Insert from Presets', and choose the preset task list that you would like to add.
You can also choose to setup presets from the 'Insert from Presets' dropdown.
Once the list has been selected, every task on the list is added to the estimate or job in the order it was created in the task list preset.
Task list presets can be inserted to estimates and jobs during creation, or while editing or viewing. Never type a task more than once with Service Fusion's task list presets!