Task Preset

A task preset is a reusable set of stages for one kind of work on a job. For example, you can create presets for artwork approval, screen printing, or packing. When you add a task to a job, select the preset, and the task follows those preset stages.

Open task presets

1. Click Configuration in the top navigation.

   

2. Select Settings.

   

3. Under Workflow, select Task Presets.

   

The list displays the presets currently configured for your shop. New accounts include default presets for Direct To Garment, Embroidery, Pick and Pack, and Screen Printing.

Create a task preset

1. Click Task Preset to add a new preset.

   

2. Enter a descriptive name in Label.

   

   Use a label your team will immediately recognize, such as Artwork Approval.

3. Choose a color.

   

   The Preview column on the list uses this color to identify the preset. To learn more about how preset colors display throughout production, see Task Preset Colors.

4. Click Save.

   

The new preset appears in the list.

Add a status

1. On the preset's row, open More actions.

   

2. Select View.

   

The preset dialog opens. A new preset starts with three default stages: Pending, Started, and Completed.

Pending is marked as Starting and Completed is marked as Ending. You can rename these two system statuses, but you cannot delete them. You can rename or remove Started and any custom status you add.

3. Click Status to add a stage to the preset.

   

4. Enter a name in Label.

   

5. Choose a color.

   

6. Click Save.

   

The new status appears at the end of the list, after Completed.

Put the statuses in order

1. Click Rearrange.

   

2. Drag the status to where it belongs in your workflow.

   

   In this example, drag Waiting for artwork directly below Pending. Save becomes available once the order changes.

3. Click Save.

   

The statuses now follow your preferred sequence: Pending, Waiting for artwork, Started, and Completed.

Change or remove a preset

1. In the preset dialog, click Edit.

   

2. Update the Label, color, or Set as Enabled setting.

   

3. Click Save.

   

Remove a task preset

1. Click Close to return to the task presets list.

   

2. On the preset's row, open More actions.

   

3. Select Remove.

   

4. Click Remove to confirm.

   

Use the preset on a job

Open the job on your quote or sales order. To learn how to create an order first, see Creating a Sales Order.

1. In the job, click Task.

   

2. Select the preset from the dropdown.

   

   Selecting a preset automatically fills in the task name and unlocks the status dropdown. You can edit the name if needed.

3. Select the starting status.

   

   The list follows your preset sequence: Pending, Waiting for artwork, Started, and Completed. A new task defaults to Pending.

4. Click Save.

   

5. Click Save and Close.

   

The job now lists the task. Its status starts at Pending, and its schedule dates match the job.

Update the task as the work moves

1. On the order, click the job to open it.

   

2. On the task row, click the current status.

   

3. Select the stage the work has reached.

   

   The dropdown follows the preset: Pending, Waiting for artwork, Started, and Completed.

4. Open More actions on the task row.

   

5. Select Assign.

   

6. Click Assign next to the team member handling this work.

   

7. Click Close to return to the job.

   

8. Open More actions on the task row.

   

9. Select Edit.

   

10. Click the date range button.

11. In the calendar popover, update Starts on or Ends on, then click Apply.

12. Click Save.

The task displays your updated status, assigned team member, and schedule dates.