associate task

A feature that lets you organize tasks for your associates.


The Associate Tasks feature allows you to create tasks for your staff to complete. Tasks can becreated for specific associates or left open for any associate to complete.
When creating a task, you can choose to have the associate automatically notified via text or email. You can also assign a priority as well as categorize it.


There are five ways to create tasks:
  • Add Task: Opens task form allowing you to enter task details.
  • Task Wizard: Starts wizard that allows you through the process of adding a single task.
  • Mass Task Wizard: Starts wizard that allows you to create and manage many tasks at once.
  • From Other Records: Tasks can be added from customers, items, service jobs (repairs, custom jobs, special orders and appraisals), and POS. they will retain a link to all related records.
  • Task Automation Rules: Define rules that will automatically generate takes when trigger conditions are met. (To create a single task that can be completed by multiple associates you must use the Task Wizard and check the Selected Associate(s) Can Complete option when choosing associates.
How to add a task through a task form:
  1. Click Associate → Tasks → Add. The New Task window will appear.
  2. On the top left, choose the associate. Tasks created for 0 – Any Associate can be completed by anyone.
  3. Optionally, use the Notify setting to choose whether a notification should be automatically sent to the associate via email, text, or both.
  4. Optionally, use the Category drop-down to select what type of task this is.
  5. Optionally, choose the Priority level for this task. The default is Medium.
  6. Optionally, choose a Start Date.
  7. Enter a Subject and Due Date. These are the only two required fields.
  8. Click Save/Close to save your task.


For additional information, plus an Associates Tasks tip sheet and tutorial video, click the button or visit and search Associates Tasks. Then check out the rest of the site for more features and additional tools that can help your business become the best.