How to Create a Task

Create a Task

Follow these steps to create a task:

1. Select Task Management from the main meny on the left side of your portal.
2. Click the Add task button.
3. Specify whether the task is for a Company or a Private individual.

If you selected Company, complete the following information:

1. Enter a Name for your task.
2. Select the appropriate Category from the dropdown menu.
3. • Note: Categories are managed in the Categories page; ensure yours are set up before creating a task.
3. Select the appropriate Service(s) from the dropdown menu.
4. • Note: Services are managed in the Services page; ensure yours are set up before creating a task.
4. For each service, specify the quantity required.
5. Select an appropriate Partner from the dropdown menu.
6. Enter the Organisation number to verify the company's identity.
7. Enter the Company name.
8. Select the appropriate Discount code from the dropdown menu, if applicable.
9. Provide a Description to explain what the task includes.
10. Click Next to proceed.

If you selected Private, complete the following information:

1. Enter a Name for your task.
2. Select the appropriate Category from the dropdown menu.
3. • Note: Categories are managed in the Categories page; ensure yours are set up before creating a task.
3. Select the appropriate Service(s) from the dropdown menu.
4. • Note: Services are managed in the Services page; ensure yours are set up before creating a task.
4. For each service, specify the quantity required.
5. Select an appropriate Partner from the dropdown menu.
6. Enter the Social Security Number (SSN) to verify the individuals' identity.
7. Select the appropriate Discount code from the dropdown menu, if applicable.
8. Provide a Description to explain what the task includes.
9. Click Next to proceed.

Add Customer Details

1. Click the Search bar and select an existing customer from your database.
2. • Note: Use the Create new customer shortcut for new clients and complete the required information.
2. Click Next to proceed.

Add Address Details

1. Select the appropriate Address type for the customer.
2. • Note: Use the Add new address shortcut for addresses and complete the required information.
2. Click Next to proceed.

Add Time Details

1. Click the Search bar and select a date and time for the anticipated arrival.
2. Click the Search bar and select a date and time for the expected completion.
3. Assign a Buddy. Choose one of the following options:
4. • Do not assign a Buddy: leave the Buddy unassigned to publish the task as available to all eligible staff.
   • Assign a specific Buddy: search for and select the Buddy best suited for the task.
   • Find available Buddies: see which Buddies are available at your chosen time.
4. Click Next to proceed.

Confirm Contract Details

1. Select your preferred payment provider.
2. Toggle the "I have confirmed the contract details" button.
3. Click Create to save.