1. Click the "Settings" icon from the left navigation menu and under the "General Settings," select the "Organization Settings." Choose the "Job Settings" and choose "Yes" for "Enable Secondary Contacts."
1. Based on the selected job category, the service tasks will be prefilled. If not, you can add manually. Once added, assign user to complete the task.
To do so, under Assign Users, add a new user by typing the first letter of their name and press Enter to search for them. Once found, select the user and click "Save" to assign the task to them.
Mobile:
Choose the Employee and click the “Update” button.
2. Select the “Save” button once the Employee is assigned.
3. Select the “Reorder” option to change the sequence of the tasks.
Mobile:
Under the “Tasks” section, select the “Settings” icon to reorder the tasks.
4. A “Reorder Service Task” pop-up will appear, drag and drop; up and down to reorder the tasks and select the “Reorder” button.
Mobile:
a. Use the “Ellipsis”
icon to reorder the tasks b. Use the “Kebab”
for the “Move as Sequential” option. c. The reorder of tasks is successful.
5. Use the “Link Asset” option to add the assets to the service tasks.
Mobile:
Use the “
Kebab”
![](https://care.zuper.co/galleryDocuments/edbsn15b74a39098a95e47e448b0461dd8a751091f582922eabc8b9251e34664b864d23f512b339e420818a646c985a161509?inline=true)
icon to view the task actions. Choose the “
Link asset” option.
6. A “Pick an Asset” pop-up will appear. Choose the Asset to link and select the “Choose Asset” button.
You can choose existing assets or you can choose from the currently assigned assets.
Mobile:
Select the Asset and click the “Update” button.
7. The significant actions can be performed on the Job details page as follows:
a. Edit Asset – This option helps to modify the asset details.
b. Delete Asset – This option allows delete the asset details.
c. Clone Task - This option helps to modify the service task details.
d. Edit Task - This option helps to modify the service task details.
e. Remove Task - This option removes the service task details from the job.