Add Work Orders and Tasks to Client Folder

Workflow allows you to track a set of specific tasks for a Client 1.  Create Work Order for Client

  • Right Click White Space in Work Orders and Tasks
  • Click Add

2.  Complete...

  • See definitions below


Choose the status from the list defined in Work Order Status Types


Choose the Date Work Order was created


Provide details on the Work Order

3.  Add Tasks

  • Right Click White Space in Task
  • Click Add

4.  Complete...

  • See definitions below



Select the Work Flow Department that will perform this Task

Task Type

This drop-down list will be populated based on the user selection in the resource drop-down. Select the Task type from here

Requested By

Select the person requesting this task


Select the status of this task from the drop-down list

Requested On

Select the date this task was created

Start Date

When a user has changed the state of a task to In Progress it may be valuable to set the Start Date. This will enable other users to approximate the date of completion and provide information as to how long the task took to complete


Select an appointment to associate this task with


Date the task was completed


Use this date to indicate the date on which the task is planned to be completed

Performed By

Select the resource this task was performed by

High Priority

Sets the high priority flag, the task will be displayed in bold in the query results list


How long the task will take to complete


If this task can be billed for and how much

5. Dependencies Tab A task that exists on a work order may be dependent on other tasks. If a task is dependent on another task it means that all tasks on which it is dependent must be in the Complete state before the dependent tasks' status is changed from Hold to Proceed. For example, consider a work order with 4 tasks, Task A, Task B, Task C, and Task D. When this work order was created, it was determined that Task A must be completed before Task B or Task C may begin. Task D cannot be initiated until Task B is completed. The work order will be set up initially as follows: 1. Task A - Proceed - No Dependencies 2. Task B - Hold - Dependent on Task A 3. Task C - Hold - Dependent on Task A 4. Task D - Hold - Dependent on Task B 

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