Setting Default Tasks for a Service

FAQ - Setting Default Tasks for a Service in Agency Handy

1. What are the default tasks in Agency Handy?

Default tasks are predefined tasks automatically created when a client purchases a service. They help maintain consistency and streamline service management.

2. Why should I use default tasks for my services?

Using default tasks ensures that specific actions are automatically set up whenever the service is purchased, saving time and reducing manual entry.

3. Can I set default tasks for every service I create?

Yes, default tasks can be configured for each service during the creation process in Agency Handy.

4. How do I add default tasks while creating a service?

Go to the 'Services' section, click on '+ Create Service,' and navigate to the 'Additional Info' section. There you will find an option to add default tasks.

5. Can I edit the default tasks after setting them up?

Yes, you can update or modify default tasks at any time through the service configuration settings.

6. Is it possible to add multiple default tasks for one service?

Yes, you can add multiple tasks as needed when setting up the service.

7. Are default tasks visible to clients?

By default, clients can view the tasks from their portal when exploring orders.

8. Can I assign different default tasks to different service packages?

Yes, each package within a service can have its own set of default tasks, allowing for tailored workflows.

9. Can default tasks be deleted after they are set?

Yes, you can remove or modify default tasks by editing the service settings.

10. Can I add subtasks within a default task?

Currently, only main tasks can be set as default. Subtasks must be added manually after the primary task is created.

11. Are there any limits on the number of default tasks per service?

There is no set limit on the number of default tasks you can add.

12. Do I need to reconfigure default tasks if I duplicate a service?

No, duplicated services will automatically include the default tasks from the original service.

13. What happens if I remove a default task from a live service?

The change will only affect future purchases of the service. Existing clients will not be impacted.

14. How do I know if my default tasks are correctly set up?

You can preview the default tasks during the service setup and make adjustments as needed.

15. Can default tasks be updated in bulk for multiple services?

Currently, bulk updates are not supported. You need to configure each service individually.

16. Will the client receive a notification when default tasks are created?

This depends on the notification settings within your workspace. By default, notifications can be configured for task creation.

17. Can I link default tasks to specific team members?

Yes, you can assign default tasks to team members during the service configuration process.

18. Are there templates available for common default tasks?

You can create task templates and reuse them across multiple services.

19. Can I track the progress of default tasks separately from custom tasks?

Yes, default tasks are integrated into the task management system, allowing for tracking and reporting.

20. Do default tasks automatically update when the service is edited?

If you update the service settings, you will need to manually update the default tasks to reflect any changes.

21. How do I remove default tasks from an existing service?

Go to the service settings, locate the default tasks section, and delete the tasks you no longer need.

22. Can default tasks be time-bound or recurring?

Yes, you can set deadlines and recurrence patterns when configuring each task.

23. Are there any limitations on the types of tasks I can set as default?

You can set any standard task as a default task. However, complex task structures may require manual setup.

24. What should I do if default tasks are not being created properly?

Check the service configuration to ensure tasks are correctly saved. If issues persist, contact Agency Handy support.