What is a Task?

A Task is a custom question or field you add to an order to capture extra information that isn't covered by the standard device and customer details. Think of Tasks as your own checklist items — for example "Is the device password protected?", "Does the charger come with the device?", or "Backup completed?". Whenever a Task is used, the answer is stored on the order and displayed alongside the device and customer information, so anyone working on the order can see it at a glance.

What can Tasks do?

Tasks give you a flexible way to standardize the information your team collects and to make sure nothing is missed. In practice, Tasks let you:

• Capture the right details every time — instead of relying on free-form notes, a Task prompts your team (or your customer) for a specific answer in a consistent format.
• Tailor questions to the device — by assigning a Task to one or more Queues, you only see the questions relevant to the type of device being repaired.
• Limit questions by location — Tasks can be assigned to specific Locations, so each site only sees the Tasks that apply to it.
• Collect information from customers — Tasks can be added to the Customer Portal so customers answer them directly when they book a repair.
• Power your automations — Tasks can be read and set by Macros, letting you automate workflow steps based on the answers given.

Understanding and Creating Tasks

Administrators can create new or modify existing Tasks.

1. From the Fixably Home Screen, click on your User Name menu and then System Settings.
   
   
   
    
2. From the Settings Menu, click Tasks.
   
   
   
    
3. Click New Task.
   
   
   
    
4. Fill in any required fields. When complete, click Save.
   
   

• Name - This name is visible in Macros and the Customer Portal when the Task is used. 
  
  
  
   
• Short Name - This name is used on Printouts and when viewing an Order. 
  
  
  
   
• Type - There are four types of tasks that you can create, each with a different use:
  
  
  
  Types of Tasks

• 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.
  
  

• Location - If required, you can assign tasks to specific Locations. This field can be left blank if the Task is applied to all locations. 
  
  
  
   
• Product - If required, you can assign tasks to a specific Product. 
  
  
  
   
• Next Task Options - When used in a Macro, a Task's value can trigger another Task.
  
   
• Default value - specify the default value that appears when the Task is used.
  
  
  
   
• Additional Options