Setting Default Tasks for a Service

Setting default tasks for a service allows users to automate creating specific tasks associated with that service whenever a client purchases it. This ensures consistency and efficiency in managing service delivery.

Benefits

• Automation: Automatically create tasks for each order related to the specific service, saving time and reducing manual effort.

• Consistency: Ensure all tasks are included with every order, maintaining a standard workflow.

• Enhanced Management: Streamline project management by preparing predefined tasks for each client order.

Pre-Conditions

• Active Account: Users must have an active account on AgencyHandy.

• Login Required: Users must be logged in to their AgencyHandy account.

• Service Creation: Default tasks can only be set during the service creation process.

Steps to Use

1. Access Service Creation Form:

   • Log in to your AgencyHandy account and navigate to the "Services" section.

2. Open Package Details:

   • Click the "+ Create Service" button and proceed to the Additional Info Describe Service section after setting the Packages. (You can click here to know how to create a Service)

3. Locate Default Tasks Section:

   • In the Additinal Info section, find the area designated for setting default tasks.

4. Add Default Tasks:

   • Click the button to add new tasks.

   • Enter the details for each task that should be included with every order related to this service.

5. Save Default Tasks:

   • After adding all necessary tasks, ensure they are saved within the service package.

6. Complete Service Creation:

   • Click the Next button to continue with the service creation process, moving to the next sections as required.

   

Important Notes

• Task Clarity: Clearly define each task to ensure clients and team members understand the responsibilities involved.

• Review Tasks Regularly: Periodically review the default tasks to ensure they remain relevant and aligned with service offerings.

• Client Communication: Inform clients about the default tasks associated with the service to set clear expectations for service delivery.