Calendar

Basic Tasks

Basic tasks are used to schedule tasks that will not be invoiced for.

Basic Tasks can be used for:

  • Assigning a task or job to a user that will not be invoiced. 
  • Scheduling a time to do a quote. For users on the Core plan, this can be used as a work around in place of assessments

 

You can make a basic task from many places in Jobber, including the calendar, from a client’s profile, or from the dashboard. In each area, click the Actions button in the top right, then click Basic Task. 

 

 

Creating a new Basic Task

  • Client - This is optional. When a client is linked to the task, their contact information will be included.
  • Title - This will be seen on the calendar, and in the Jobber App. 
  • Details - These are details or notes about the task
  • Scheduling - You can choose the date and time of the task. If you do not want a time, check off ‘All Day’.
  • Repeats - If this task is on a repeat schedule you can set this here. 
  • Assigned To - You can add a user(s) who is assigned this task. 
  • Team Reminder - You can set a reminder email to be sent to users a certain amount of time before the task starts
  • Notify Crew by E-mail? - When the task is saved, the assigned users will receive an email letting them know they have a new task. 

Click 'Save' to create the Basic task, after you have entered the information. 

 

  

Basic Tasks show on the calendar with a blue stripe on the left of them. You can filter them in or out using filters at the top of the calendar. 

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When a user has finished a basic task, they can mark it complete in either Jobber Online, or the Jobber App.

 

Push Notifications in the App

Today_s_basic_task_has_been_moved.PNG

 

When you assign a user to a basic task on the same day the basic task is occurring, the assigned users will receive a push notification to their device. This notifications will occur when a new user is assigned to a basic task, when a basic task scheduled for today is moved, or when the user is unassigned.

If you are the user who is assigning the basic task, you will not receive a push notification to your device when you assign yourself to the basic task.

 

New_basic_task_today_at_.png

 

This notification will appear when a user is assigned to a new basic task. It will indicate that it is today and the time of the basic task.

 

Your_schedule_for_today_has_changed.PNG

 

This notification occurs when a basic task has been removed from your schedule today. 

 

 

 

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