Add Change Order Tasks

Add Change Order Tasks

After approving a Change Order you can assign tasks to ensure the job and all related items are updated accordingly for the Change Order.  This article provides an overview on the different types of tasks, how to add the tasks, completing tasks and how to by pass the tasks if none are needed.

Types of Change Order Tasks

The following are the 5 tasks which can be automatically created after approving a Change Order:
  1. Job Record Update - Each row in the Change Order's Product Changes entry form is copied to the Job's Job Worksheet entry form on approval.  This task is often created if there are items in the Job record that need updating such as if we are removing any products from the Job Worksheet.  If there are negative items that have been copied into the Job Worksheet entry form we suggest removing the original and negative rows from the Job Worksheet so that only items actually being installed remain.
  2. Product Order Update - If there are new or you are removing any products it is highly recommended to add this task so you can ensure that the appropriate products are ordered for the job.
  3. Permit Update - Add this task if the Change Order results in any modifications that may be needed on the related permit(s).
  4. HOA Update - Add this task if the Change Order results in any modifications that may be needed on the related HOA.
  5. Finance Update - The appropriate Invoice-Credit will be created upon approving the Change Order as well as the related Sale record's Customer Balance Detail entry form.  This task is typically added if there are changes to payment terms or changes to financing.

Steps to Add Tasks

1. To add tasks to an approved Change Order, click the Add Tasks Transition on the Change Order Record.



2. Complete fields and click Save (all fields must be completed). Upon Saving, the record will move to the Tasks Created State. See below for field details.


  1. Job Record Update - Yes/No Picklist, if Yes is selected a Job Record Update task will be created.
  2. Product Order Update - Yes/No Picklist, if Yes is selected a Product Order Update task will be created.
  3. Permit Update - Yes/No Picklist, if Yes is selected a Permit Update task will be created.
  4. HOA Update - Yes/No Picklist, if Yes is selected a HOA Update task will be created.
  5. Finance Update - Yes/No Picklist, if Yes is selected a Finance Update task will be created.
The Finance Update task is assigned to the Finance Owner of the Change Order.  All other tasks are assigned to the user who completed the Add Tasks Transition.  You can reassign each task by clicking on the task and then updating the Task Owner field to the correct user.

Completing Tasks

1. When tasks are added to a change order they will remain in the Next Action section until the respective tasks are completed.



2. When all tasks are completed click the All Tasks Completed Transition.



3. A message box will open confirming all tasks have been completed, click Save. Upon Saving, the record will move to the Change Order Closed State.


Steps to By Pass Tasks

1. If no tasks are required after approving a Change Order, click the No Tasks Required Transition.



2. A message box will open confirming no tasks are required, click Save. Upon Saving, the record will move to the Change Order Closed State.


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