Adding Service Calls to Tasks

Projects > All Projects > (selected project) > Tasks > (selected task) > Service Calls

The Service Calls tab adds service calls to a task.

• Each service call is added to the timesheet of the employee assigned that service call, for tracking purposes.
• Service calls are always non-billable.
• Service calls are first scheduled, then marked as complete after the service call has occurred.
• You can also manage service calls using the Service Desk > Service Calls page and within tickets.
• You can see any unassigned service calls you create on your My Service Calls page.

Adding Service Calls to Tasks

This procedure is based on a standard Task .

1. Select the Projects > All Projects page.
2. Click an existing project.
3. Select the Tasks tab.
4. Click an existing task.
5. On the Service Calls tab click Add.
6. On the Service Call tab enter the following:
   • Resource
   • Start Date
   • End Date
   • Description - The description is populated with some basic info.
     • Client
     • Project Number
     • Project Name
     • Task Name
7. On the Notification tab optionally enter:
   • Resources - Employees to be notified.
   • Email template to use
   • Other Emails - Other email recipients to be notified.
8. Click Save.
9. Click Save to save the task.
10. Click Save to save the project.