Processes

Reusable job templates and the ordered tasks each one consists of. Editing a process's tasks only affects future jobs created from it — jobs already in progress keep the checklist they started with.

Processes

Process details

Tasks

"Client visible" tasks show up as milestones in the client portal.

Add a task

Delete this process

Jobs already created from this process are unaffected — this only removes the template itself and stops it being offered for new jobs.