Here's how a task can be created:
Select Tasks under Company from the left menu.
Click on "+ New Task(s)".
Adding individual job-site
Enter the Task name and provide it with an ID.
Click on "Add" to finish.
Uploading multiple job-sites
Download the task.csv template.
You can use this template to upload your customer job-sites into the system. In this template you will notice 4 columns, 'name' , 'taskID' and optional fields 'srcID' & 'refID'.
Once your template is ready, you can upload it back the system by clicking 'Choose File'.
Click on Upload to finish.
Further, you can assign tasks to Job-sites. Here's how.
If you have any other questions, please feel free to write to us at support@abaq.us