Action Steps (Do these after you watch)
1) Open the Tasks list (two ways)
You can access a job’s task list either:
From the Job record (click through to its tasks), or
From the left sidebar: Tasks
For fastest testing:
Go to Tasks
Filter by Created Today (or the most recent date range)
2) Understand what you’re looking at (task list overview)
A new task list typically starts as:
Not Started
With a set of checklist items/fields that need to be completed for that job
Click into a task list to view details like:
Created date
Who it’s assigned to
Linked Job/Project
Linked Sales rep
3) Update task checklist fields (if you’re asked to)
Inside a task record, you’ll see editable fields (these are customizable and may evolve). Examples shown:
Checklist Status: Open / Partial / Complete
Approve Plans: Yes / No
Alarm Info: Yes / No
Permit: Yes / No / N/A
Initial Drawings: Complete / Needed / Not Available
…and other checklist-style options.
To update:
Change the relevant field(s)
Click Save
Refresh if needed to confirm updates
4) Verify changes in Activity + completion tracking
After you save updates:
The Activity/History section logs what changed
The task list reflects progress (e.g., “1 item completed” or similar completion indicators)
This is how the team tracks what’s happening at a glance.
5) Use Notes for context and handoffs
Like other areas of the app:
Notes exist on tasks
Notes help document what’s going on, questions, blockers, or next steps
Teammates can tag you if they need sales input (and you’ll get notified)
What Sales Should Know (so you don’t overthink it)
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Tasks are mostly for admin/ops execution, but sales can use them to:
Check progress quickly
Answer customer “where are we at?” questions without hunting people down
Provide info if ops tags you in a note
Quick FAQs
Where do tasks come from?
A task list is created when a proposal is accepted → that creates a job → and a task list is created for that job.
Do I need to fill out tasks as sales?
Usually no — but you can update fields if someone asks you to (or if you’re adding helpful info).
Will the task fields change over time?
Yes — these checklists are expected to be customized based on real usage and team feedback.