Creating a new Task

Learn how to add a Task to Teamleaf, using handy shortcuts to get all the data you need, entered quickly

Essentials

Tasks

Step 1

Go to Task Table and Add Task

To create a new task, go the the 'Tasks' page in the left sidebar, and click the 'Add Task' button in the top right of the page

Step 2

Select Company or Private Sale

By default, you will have Company Sale selected, but if you wish to switch to Private Sale, click the toggle in the top right corner of the menu

Step 3

Select Company

Next, select which company you are going to be doing the work for

Step 4

Select Site

Then, select which site the works are to take place at

Step 5

(Optional) Add Ewc Code Tags

If required, add Ewc Code Tags

Step 6

(Optional) Add SIC Code

If required, add the SIC Code

Step 7

Add Contacts

Next, add the Contact, and optionally add the Sales Contact and the Site Contact

Step 8

Add PO Number

Next, add the PO number. If the PO Number you need is not already added, click the 'Create a New PO Number' option to add yours.

Step 9

Fill in Task Information

Next, fill in the Task Information, starting with the Title. A Title will be added by default, but you can change this as you wish

Step 10

Select a Depot

Next, select the Depot that this work should start from

Step 11

Select Task & Work Type

Next, select a Task type, and select a Work Type. These will dictate what is required of the shifts assigned to this task, including how long the shifts are

Step 12

(Optional) Add Work Instructions, Tags & Disposal Site

If relevant to your Task, add Work Instructions, Tags, or a Disposal Site

Step 13

(Optional) Add SLA Information

If you wish to add any SLAs to this task, add them here

Step 14

(Optional) Add Infrastructure Asset

If you wish, you can also add an Infrastructure Asset to this task. At this point, you can also add this task straight to the work bank, ready to be assigned to a crew