Add Response Codes to a Task Template

You can add response codes to a task template so that users can select a response when entering the task information on a work order. Responses can be used to track accomplishments or whatever your organization desires, such as the type of work (scheduled, unscheduled, emergency), the number of square feet landscaped, the number of linear feet plowed, etc. Users can search for work orders based on the associated tasks, including any responses associated with those tasks.

1. From the home page, click Configure and click Task Templates.

The Response Codes section of the Details panel is used to define valid responses.

2. Click Add record, enter a Respond Code, and click Add.
3. To remove a response code, select it and click Delete selected records.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.