Tasks

Some of your services may have multiple steps to go through before an order is complete. This is where the Tasks feature comes in handy, allowing you to organize and plan all the steps required for your services and keep track of their progress.

To set up tasks for your services, navigate to Services and select a service. Enter the Tasks page from the top navigation bar:

SPP service tasks editor

Click on Add Task to create a new task for your service. 

Enter a name for the task, and a description. You’re able to use basic HTML tags like <strong>, <em>, <a>, <ul> in your task description to customize how it looks for your team.

SPP service task settings

When a client purchases a service with tasks the order will display your tasks as a checklist.

You and your team can mark tasks as complete by checking the corresponding checkboxes. You can also scroll down to the order history to see who completed which tasks and when.

If you need to change the tasks for an order you can click Actions > Edit and making the necessary changes:

SPP order edit tasks button

If you’d like to change tasks for all new orders of the service go back to Service settings and update them there. Note that your changes will apply to new orders only and any existing orders will show the original checklist.