Add an office task

Office tasks are used to send a notification to a user to complete a task related to a job.

You can assign the task to a user by using the '@' symbol and start typing their name. This user will receive a notification immediately after you click save. Then they will be able to complete the task.

You can use the '#' to label the task similarly to twitter hashtags. This can be useful in reporting as it allows you to filter the task list by label.

Watch a quick video showing you how to add an office task

Or read how to add an office task

  1. Click in the search bar and search for the job you want to add an office task for and press Enter on your keyboard



  2. Click on the Office task tab at the top of the screen

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  3. You can now see a page where you can add an office task. Click in the box under Office tasks and start typing your task.

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  4. You can assign the task to a user by using the '@' symbol and start typing their name. This user will receive a notification immediately after you click save. Then they will be able to complete the task.

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  5. You can use the '#' to label the task similarly to twitter hashtags. This can be useful in reporting as it allows you to filter the task list by label.

    2017-06-28_12-46-38.jpg
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