How to add tasks to a job

Most jobs are made up of several smaller pieces of work. Adding tasks lets you break a job into clear steps, hand each one to the right person and see at a glance how the work is progressing. Here is how to add tasks to a job.

1. Open the job

   From the CRMit menu, open Jobs List and select the job you want to work on. This opens the job's record.

2. Go to its tasks

   On the job, open the Tasks tab. This is where all the tasks for this job live.

3. Add a task

   Add a new task and fill in its details:

   • Give it a clear title so everyone knows what needs doing.
   • Choose the assignee, the team member responsible for it.
   • Set a due date so it stays on track.
   • Pick a status to show where the task is up to.

4. Add as many tasks as you need

   Repeat for each part of the job. Splitting the work into several small tasks makes a big job much easier to manage and share out.

5. Save

   Click Save to store your tasks against the job. Your team can now see what they have been assigned.

6. Track them to completion

   As your team works through the job, update each task's status. When every task is done, the job is ready to move on to invoicing.

What's next

With your tasks in place, you can start tracking the time spent on them and turn the finished work into an invoice.