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Task Creation

 
Once a user clicks on an Add Task link this screen will pop up.
 
Task Creation
1

Client Search

Enter in client details to narrow the search results.
2

Client Selection

Select the correct client from the drop down list.
 
If the client does not have their Geo Location saved against them then 'Set Client Location' will be bold. Click the link to save the Geo Location.
3

Job Search

Enter in the Job Details to narrow the search results.
4

Job Selection

Select the correct job from the drop down list.
5

Create Task button

Click to open the Task Screen with the client and job information against it.
 
Once the Client and/ or Job information has been selected then a Task List starts to build .