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Add a phase task

Create a new task for a phase

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Written by Allie Ray
Updated over 6 years ago

You can add a phase task when you need to track completion of a non-billable job within the phase, for example, “Vehicle interior ventilation after painting”. 

  • On the Monitor tab, click Repair Locations, and then on the Repair Locations page, click the Phases link in the Phases column next to the appropriate repair location. 

  • On the Phases page, click the Tasks link next to the appropriate phase. 

  • On the Service Tasks page, click Add on the toolbar. 

  • In the Service Task dialog box, enter the name of the task, and click OK.

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