To Dos can be used for assigning tasks to people (categorized or uncategorized) or keeping track of items that you want to follow up on such as seeing if a customer wants to go ahead with a quote, remembering to run your end of month reports, submitting time sheets and much more.
Setting up a To Do in a Quote, Work Order or Invoice:
To set up a To-do within a quote, work order or invoice, go into the item and select the clock to start setting up the To-do. Click on "Add To Do". The screenshots are from a Work Order but the procedure is the same in each area of the system. You can also sort by status by clicking on the different status' above the search box.
The following screen will appear to the right and you can enter the details. Categories can be created/edited by an administrator in the settings area if needed.
When a To Do has a date attached to it, it will be seen brought to your attention in the browser or in the app.
Without a date and time they are held in the que but no notice will produced for them.
Viewing To Dos
To view all of your To Dos select the To Do option from the left hand menu as shown below:
As an administrator you can select to view all user To-Do's or my unselecting the check box, you will see only your own To-do's.
Note: The user permissions can be edited to allow basic users to see all user To-do's. To change this, contact your ServiceBox support team by e-mail at [email protected]
You can also filter by specific status by clicking on the status at the top of the list.
To-Do's in ServicecBox App
To-Do's in the App function in the same way as here and you can view them under the main menu in the same way. To set up alerts for To-do's that will be received in your inbox, see Setting Up To-Do Alerts