Add a New Task

A new task can be added to the Jim2 Schedule in a few different ways.

Task types cannot be edited as they have encoded relationships (eg. job is related to job, etc.). These relationships are limited and fixed with the code base, and also affect the behaviour of the task (eg. editing a job task will lock the job).

Method 1

1.One of the fastest ways to create a new task is to go to Scheduling > Schedule on the ribbon and select the desired date via the calendar on the right-hand side of the screen. Use or to select the month and year, then select the date.

2.Whilst navigating the calendar, the Schedule window will change to display the selected date. Right click on the appropriate time slot and make a choice from the drop down list.

When adding a task in this manner, the resources that are displayed in the schedule screen may need to be changed. Use the options in the Grouping and Filters Group to do this.

3.Select New Task and the following screen will open. The default Task Type is Job. Choose a different one, fill in the relevant details and click Add Task.

Note: When adding a task in this way, if you wish to enter start/end dates/times, you need to ensure that Schedule is ticked, otherwise, these will disappear upon adding the task.

Go to the Resources tab and select the resources for this task:

Set a reminder to appear at a time interval prior to ensure nothing is missed.

Start and end times are in half hour increments, however these can be manually changed.

At the reminder time, all resources (people tagged in the task) will receive a pop-up with information on the task, and the reminder will show in the bottom task bar:

Method 2

At the top of the Jim2 screen is a group of shortcut icons. Click the Task icon and make a choice from the drop down list.

A New Schedule Task screen will open, with the Task Type being whichever task was chosen from the drop down list (Job, Phone Call, Int. Meeting or Ext. Meeting) but select another type within this screen. The Date and Time will default to now, so change these if necessary. Fill in any other details and click Add Task.

Method 3

Some objects in Jim2 have a Notes tab at the bottom of the form. These include Project, CardFile, Item, Creditor and debtor forms.

To create a task from one of these Notes tabs, follow the procedure outlined in Adding Tasks From Notes.

The following task types are available when adding a new schedule task: Job, Phone Call, Int. Meeting, Ext. Meeting, To-Do, Leave, Personal, Holiday, Anniversary and Review. If adding a task directly from the Schedule screen (using Method 1). Managed Service Job is only available in the Managed Services Edition of Jim2.

Further Information

Adding Tasks