Reviewing Task History

Tasks can be viewed and edited from a variety of sources besides the main task view window (Labor > Tasks).

Some additional views are listed below:

• Tasks by Worker - Click on the Tasks tab of the worker record as shown below:
  

  This view is useful when evaluating tasks for a specific worker. Review the Creating Task and Work Order Groups and Creating Task Queries sections for more details on grouping and querying tasks.

• Tasks by Serialized Items – This view is used to see the service history for specific pieces of equipment. The user needs the optional Serialized Items module installed to use this option. All tasks will be listed for a serialized item entered on the general tab of the task.
  Click on the Tasks tab of the serialized item to list tasks as shown below:
  

• Tasks by Job – Click on the Tasks tab of a job.
  

Review the Using Tasks and Job Costing for more details on tasks and job costing.

All these task views can be configured to group tasks in a convenient manner. Review the Creating Task and Work Order Groups and Creating Task Queries sections for more details on grouping and querying tasks.