Adding Production Tasks/Processes

Production Tasks

The Production module allows you to create production tasks and process steps required to complete the job. It tracks start/end dates, work crews assigned, and job completion.

Add a Production Appointment/Task:

Click the Production link on the Jobs Tab of the Contact Record.

NOTE: Production Tasks cannot be added or scheduled from the Production Tab, it must be done from the Contact Record.

Select the Project Manager, Work Crew, and/or Worker(s)

Click Add New Task

The Description indicates what the actual task is, Assign To is who is completing the task, Expected Start/End Dates are when the task should be started and completed, and Actual Start/End Dates are when the task was actually started and completed. Activity Processes can also be attached to a Production Task.

If this Production Task should appear on the calendar, then put a check mark in the box next to the Calendar Icon so that it turns blue.  Whomever is in the Assign To box is whose calendar in which the Production Task will appear.

Production Tasks that are scheduled over multiple days (as in the above image) will appear on the calendar in the All Day Events section. Click the blue Calendar Icon to jump right to the event.

Hovering your mouse over the event will show the details, such as the product and the customer name and address.

If the Production Task only lasts the span of one day, then the start and end times can be configured on the calendar.

NOTE: It will default to however Production Appointments are configured in the Admin Section.

Add a Production Process:

Click the Production link on the Jobs Tab of the Contact Record.

NOTE: Production Tasks cannot be added or scheduled from the Production Tab, it must be done from the Contact Record.

Select the Project Manager, Work Crew, and/or Worker(s)

Select the Production Process from the drop-down, then click Add Process

This will populate the tasks as well as the Expected Start/End Dates based upon how this was configured when the Production Process was created.  Click Save.

Did this article answer your question?

Print Friendly, PDF & Email

Related Articles