Tasks
planned
Paul Lutkajtis
Create tasks, job-related or otherwise, and assign them team members and due dates.
Paul Lutkajtis
Merged in a post:
Drag and drop Checklist items to reorder them
C
Cathy Sparkes
when creating a Checklist, have the ability to drag and drop, to reorder, checklist items
R
Running Weasel
Just going to add even more to this one.
Hey,
Just wanted to add some more to this tasks thing.
It would also be great if you could add a task (like you add a product) to product kits, that auto generates a task when a kit is added to a sales order.
Inside the task you could add things such as build diagrams etc.
So if I do a ute tray kit it could create as many jobs as is listed
Ie a CNC Job, a cut job, a fab job, a fit job etc.
R
Running Weasel
Just Wanted to Add on this one, It would be great if these tasks could be ran through the orders in the workflow section - For example I have an order that has 6 Kits on it and various other products, On the side I could create a task there that would go and sit under the planner section to allocate out to an employee, the user is able to add their time there which auto calculates back to the main job (in a way create multiple jobs for one order. in addition to this could tie in nicely with the profitability feature coming, if this is the case would be great to be able to add jobs to each order after its completed (ie a warranty job) so we are able to see the lifetime profitability per project completed
Paul Lutkajtis
planned