Ad hoc tasks can be used to handle small pieces of work on an as-needed basis. For example, to update a client record, contact a client, check for missing data from a client list, and so on.
Ad hoc tasks are one-off tasks independent of any pre-configured jobs. There are two ways to start an ad hoc task:
Ad hoc tasks can be viewed from the Jobs / tasks tab on client record, the task calendar on the Dashboard and from the Ad Hoc tasks section of the Work menu.
Create an ad hoc task from the client record
- From the Client record, go to the Jobs / tasks tab and select Start ad hoc task.
- Enter a Title and Description for the task, set a Start date and (optional) Due date, and select to show the task on your Task Calendar.
- Choose who to assign the task to from the Assigned to drop-down menu.
- Select Confirm to complete.
You can view the task in the Ad hoc tasks area of Jobs / tasks tab on the client record.
Create an ad hoc task from the work menu
This task will not be associated with a specific client.
- Go to Work > Start ad hoc task.
- Enter a Title and Description for the task, set a Start date and (optional) Due date, and select to show the task on your Task Calendar.
- Choose who to assign the task to from the Assigned to drop-down menu.
- Select Save to finish.