Getting Started with Tasks
To begin using tasks in Swim:
- Find and open the relevant sale or job
- Click on the item to open the Workorder popup
- Click on the Tasks tab
To understand the field definitions used on the Tasks tab, refer to the following knowledgebase article (see the section towards the bottom of the page):
Fields on the Sales Screen Explained
Adding Tasks
- On the Tasks tab, fill in the fields for the task
- Click Save
- Repeat the process to add additional tasks
After a task is saved, the Book option will appear.
- Click Book to schedule the task
- Fill in the required fields and save the event
- The booking time and date will now display next to the task
- You can click this to view or edit the booking
Starting and Stopping a Task
- Click Start on a task when work begins
- The Stop button will then appear
- You can close the sale and return later to click Stop once the task is completed
- The actual time taken will be recorded automatically
Managing Tasks
- Click the Edit icon to modify a task
- Click the Remove icon to delete a task
Note:
- To add a new task name to the drop-down list, go to Utilities > Lists > Workorder Job Description
- Event colours for task bookings are linked to the Workorder Type and can be set under Utilities > Lists > Workorder Type
- All task bookings appear in the Calendar, which can be accessed by clicking on the time in the top-right of the Swim main menu. For details, see:
Viewing and Using the Calendar - On the day of a booking, the Swim homepage will display all events under the Events Today tab
- Multiple tasks can be started at the same time, even while others are already running
- The Cost shown on the Tasks tab is calculated by multiplying the time taken by the hourly rate. This cost is a guide only and does not impact the actual item cost on the Costs tab
- Use the task cost to monitor workshop profitability or as a reference when entering a labour component on the Costs tab
