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Activities or Tasks template

Last post 03-04-2013 2:28 PM by Method_Samreen. 1 replies.
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  • 03-04-2013 9:59 AM

    Activities or Tasks template

    Reply Contact

    We are new users to Method CRM. We are A/V contractors and have a list of about 30 activities (or Tasks) that apply to every project. Is there a way to create a template, for lack of a better term, that would include all of these items that when accomplished, could be shown as completed?

  • 03-04-2013 2:28 PM In reply to

    Re: Activities or Tasks template

    Answer
    Reply Contact
    Hi Malcolm,
    I would recommend that you download our Method Field Services app which will greatly aide you in this. In order to download the app in Method you can go to Customize > My Account > Add Apps from the Method Application Library > Method Field Services.

     
    In Field Services you can create a Recurring Job with all 30 Activities added in as Job Items. So for every specific occurrence you can just complete the Job which will have all items listed under it, additionally once you have this setup once you can copy the series for all subsequent projects.
    I would also recommend checking out our Help Center articles on Field Services provided below : 


    Method Field Service

    Additionally the following webinar video can also a great resource point

    The video is under Method Field Services > Recurring Work Orders and Activities:

    Webinar Video

    Need more help? Ask us about Method consulting services

    Sam Tariq
    Customization Solutions Expert
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
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