guide default tasks Default Tasks

Default tasks are tasks that automatically get added to every single job you create - whether you import an estimate or create a job from scratch.

Default tasks are useful for setting up tasks like Warranty or Change Orders/Extras - tasks that would apply to almost every job.  Default tasks are customizable by Job Type - so you can setup default tasks that get added to some jobs but not others. (i.e. Removals/Relocation for snow + ice jobs). To set up default tasks follow the steps below:

  1. Login to LMN Time.
  2. Click on Settings. 
  3. Click on Default Tasks on the left-hand menu.
  4. Click on +Default Task located on the bottom-right corner.
  5. Give the Task a Task Name.
  6. Select the Job Type you wish to have this Default Task automatically added onto.
  7. Select the Cost Code that you wish to have the Default Task assigned to track the Labor against for Job Costing.
  8. If this Task is to be tracked at a Billable Rate (ie. Time and Materials type jobs), ensure you checkmark the Track hours and rates for billing-by-the-hour. If this Task is NOT being billed, leave this uncheckmarked.
  9. Press OK.
  10. Now every time a Job is created within the specific Job Type, the Default Task will automatically be added to that Job. 

Click here for a video on setting up Default Tasks


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