Office Tasks help coordinate administrative and sales follow-ups. Linking tasks directly to customer and job records ensures tasks are visible in the context of the work they support.
Step-by-Step Walkthrough
Access the Tasks Panel
From the sidebar menu, click Tasks (or navigate directly to /tasks) to view your dashboard tasks list.
Create a New Task
Click New Task. Enter a descriptive title.
Link to System Records
Use the search box to link the task to a specific customer, job site, quote, or invoice. This displays the task on the linked record's timeline.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Task Title | Required | Short descriptive name (e.g. 'File electrical permit'). |
| Linked Record Type | Optional | Choose: Customer, Lead, Job, Quote, Invoice. |
Assign Owner and Due Date
Select the employee responsible for the task. Set the due date and select the priority level.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Assignee | Required | Employee responsible for the task. |
| Due Date | Required | Target deadline date. |
| Priority | Required | Low, Medium, High. |
Save Task
Review your options and click Save Task. The task appears in the assignee's personal dashboard queue.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Required Assignment: Tasks must have a designated assignee.
- Due Date Check: The due date cannot be set before today's date.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.