TASK section in the order itself
J
Jennifer
It would be extremely useful if there were a section within each order which would note any existing tasks associated with that order. Ex: "There are 3 tasks associated with this order" and then an option to click to view task details. This would make it much easier for staff to follow up on any pending reports and other situations which require further attention.
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Lindsay G - ISN Product
Merged in a post:
Task button on order prior to scheduling
Susan
It would be helpful to have the ability to add a task from direct in the order, especially before scheduling, so when in order, you could create the direct task and the order number be automatically attached. At times, the current task will not add the order number
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Lindsay G - ISN Product
Merged in a post:
Trigger a series of set tasks over the course of a year with the creation of every inspection.
Aaron Schroer
I called about this today. I want to trigger a series of tasks over the course of a year with the creation of every inspection.
Tasks to be completed with different titles and due dates. The tasks should ideally link back to the inspection order and have assignable macro info in the available text box.
i.e. "2 day follow up with buyer's agent" would have bullet points of conversation and buyer's agent info at the ready when the task is opened.
L
Lindsay G - ISN Product
Merged in a post:
ADD TASK FROM VIEW
k
kjohnson
why isn't there any way to add a task, specific to an order from the order view screen?