How do I create a Task?
Tasks in Fixably are flexible, user-created fields on an Order that allow multiple data types to be captured from a Customer or User.
Written by Annukka Matilainen
Updated at September 26th, 2024
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Part Requests
- Incoming Part Allocation
Table of Contents
Understanding and Creating Tasks
Administrators can create new or modify existing Tasks.
- From the Fixably Home Screen, click on your User Name menu and then System Settings.
- From the Settings Menu, click Tasks.
- Click New Task.
- Fill in any required fields. When complete, click Save.
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Name - This name is visible in Macros and the Customer Portal when the Task is used.
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Short Name - This name is used on Printouts and when viewing an Order.
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Type - There are four types of tasks that you can create, each with a different use:
- Yes/No - Displays a dropdown menu with 'Yes' and 'No' options.
- Text - Displays a free-form text field to capture any required data.
- Multiselection - Displays a dropdown menu with answers defined in the Task.
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Password - Displays an encrypted free-form text field.
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Queue - Assign the Task to any required Queues. This allows you to tailor the information needed more closely with the type of device in the queue.
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Location - If required, you can assign tasks to specific Locations. This field can be left blank if the Task is applied to all locations.
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Product - If required, you can assign tasks to a specific Product.
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Next Task Options - When used in a Macro, a Task's value can trigger another Task.
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Default value - specify the default value that appears when the Task is used.
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Additional Options
