Formitize User Guide

Recurring tasks cannot be created independently. However, if a task is generated as part of a recurring job, as a Job Status Update, or a Future Reminder, t...

When creating a Task manually you are able to set a Due Time for the Task as well as a Due Date.  If your task is coming from a Job Type Template, you a...

All Tasks assigned to or completed by any user can be viewed in the Task Module in the Web Portal by going to Tasks > My Tasks or All Tasks. You are ...

To edit a Task Checklist in the Web Portal > Tasks > Select the Task you would like to Edit. The Checklist items can be re-arranged, edited and/or del...

New Tasks can be created multiple ways both automatically via a Form Action, a Job Status Update and/or a Future Reminder or manually through the Web Portal...

You are able to change who a Task is assigned to in the Web Portal by going to Tasks > All Tasks > select the checkbox of the Task you wish to reassig...

In CRM > Tasks > All Tasks there are now three buttons at the top of the list which can filter your Tasks so that you can easily find Tasks that are O...

To delete a Task in the web Portal go to Tasks > All Tasks > Select the checkboxes of the task/s you would like to delete > Select Delete from the ...

To create a new Task through a job in the Web Portal go to Jobs > Job Type Templates > Select the Job type you want to create tasks with. A Task c...

To create a Task that is attached to a specific client, in the Web Portal go to CRM > All Contacts > Select the Edit arrow for the Contact > select...