Setting Default Tasks for a Service
Last updated
Last updated
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.
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.
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.
Access Service Creation Form:
Log in to your AgencyHandy account and navigate to the "Services" section.
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)
Locate Default Tasks Section:
In the Additinal Info section, find the area designated for setting default tasks.
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.
Save Default Tasks:
After adding all necessary tasks, ensure they are saved within the service package.
Complete Service Creation:
Click the Next button to continue with the service creation process, moving to the next sections as required.
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.
